Form D · Private Equity Fund

STERLING PARTNERS - SMALL MARKET GROWTH 2009 LP

Baltimore, MD · CIK 0001460699

Offering snapshot reported Mar 8, 2010 · SEC filing

Reported sold
$151M
Offering amount: $250M
Investors reported
30
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Aug 20, 2009
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 8, 2010Amendment$151,200,000No comparison30SEC filing
Mar 17, 2009PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
06, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-129556
Excludes the interest of the General Partner, which has committed $11,250,000

Source: Form D, filed Mar 8, 2010. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

STERLING PARTNERS - SMALL MARKET GROWTH 2009, L.P.

Investment adviser: STERLING FUND MANAGEMENT, LLC

Gross asset value
$54.1M
Beneficial owners
23
ADV minimum commitment
$100K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator OCORIAN SERVICES (US) LLC CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SC&H ATTEST SERVICES, P.C. HUNT VALLEY, Maryland, United States
Custodian BMO HARRIS BANK N.A CHICAGO, Illinois, United States Related to adviser: No
Custodian U.S. BANK MILWAUKEE, Wisconsin, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SC&H ATTEST SERVICES, P.C.
PCAOB 2297

Filing source

Form ADV 2079391 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-9098926607

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Douglas L. Becker Executive
Eric D. Becker Executive
Michael G. Bronfein Executive
Merrick M. Elfman Executive
R. Christopher Hoehn Saric Executive
Jeffrey R. Schechter Executive
N/A Sc Partners 2009, L.P. Director
N/A Sterling Partners 2009, Llc Director
Steven M. Taslitz Executive
Tom D. Wippman Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Sterling Fund Management Llc 650 S. Exeter Street, Suite 1000
Baltimore, MD, 21202