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Chief Executive Officer · Sterling Investment Management

Brian D. Kosoy

CRD 6440525 · 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 Brian D. Kosoy on its Form ADV as Chief Executive Officer, a control person.

Firms and roles

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Brian’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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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Adam L. MunderChief Marketing Officer, Sterling Investment Management
  • Robert D. DakeChief Operating Officer; Member, Sterling Investment Management
  • Jerry J. DykstraPresident Logistics, Sterling Investment Management
  • Jordan M. FriedPrincipal, Investments; Member, Sterling Investment Management
  • Andrea B. KosoyMember; Trustee of 2021 Brian D. Kosoy Investment Trust Dated October 4, 2021, Sterling Investment Management

1 more person named with Brian 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 Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.