Sterling Investment Management

Fee-Only (% of Portfolio)

Sterling Investment Management (SIM) manages investments for private funds, focusing on retail real estate, neighborhood centers, and mixed-use properties. SIM identifies and evaluates investment opportunities, negotiates terms, manages investments, and handles dispositions. Investments are mainly in nonpublic companies, though public companies are sometimes included. An affiliate provides property management and related services. SIM does not tailor its advice to individual investors in the funds.

Assets Under Management$2.3B
Clients13
AdvisorsN/A
Avg. per Client$180M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Sterling Investment Management (SIM) does not directly manage investments for individual investors. They manage investments for private funds. Fees are charged to the funds, not individual investors.

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