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Member; Trustee of 2021 Brian D. Kosoy Investment Trust Dated October 4, 2021 · Sterling Investment Management

Andrea B. Kosoy

CRD 6440547 · Named on Form ADV at one SEC-registered adviser

At a glance

Sterling Investment Management, an SEC-registered private fund adviser based in West Palm Beach, FL with $2.4 billion in regulatory assets, lists Andrea B. Kosoy on its Form ADV as Member; Trustee of 2021 Brian D. Kosoy Investment Trust Dated October 4, 2021.

Firms and roles

  • Sterling Investment ManagementMember; Trustee of 2021 Brian D. Kosoy Investment Trust Dated October 4, 2021Private fund adviser · West Palm Beach, FL · $2.4B in regulatory assets

AtlasMembers

Andrea’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Colleagues named on the same filings (6)

1 more person named with Andrea on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrea’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.