Form D · Other Investment Fund

Sterling United Properties I, L.P.

West Palm Beach, FL · CIK 0001637149

Offering snapshot reported Jul 23, 2026 · SEC filing

Reported sold: $519M
Investors reported: 29
Minimum accepted: $0
First sale: Mar 9, 2015

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$320,310,367 → $519,095,800
Reported investors10 → 29

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 23, 2026	Amendment	$519,095,800	$198,785,433vs Jul 17, 2025	29	SEC filing
Jul 17, 2025	Amendment	$320,310,367	$220,310,367vs Mar 23, 2015	10	SEC filing
Mar 23, 2015	Initial	$100,000,000	No comparison	7	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-236429

Source: Form D, filed Jul 23, 2026. 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 UNITED PROPERTIES I, LP

Investment adviser: STERLING INVESTMENT MANAGEMENT, LLC

Gross asset value: $393M
Beneficial owners: 11
ADV minimum commitment: $5M

Reported in Form ADV on Mar 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG LLP CHARLOTTE, North Carolina, United States

Custodian U.S. BANK NATIONAL ASSOCIATION ATLANTA, Georgia, United States Related to adviser: No

Marketer AUGUST ADVISORS MISSISSAUGA, Canada Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

KPMG LLP
PCAOB 185

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Filing source

Form ADV 2079059 · Mar 25, 2026 · Schedule D 7.B.(1), fund 805-1573812375

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Sterling United Properties I, L.P. (this fund)	Jul 23, 2026	$519,095,800	29
Sterling United Properties II, L.P.	Feb 25, 2019	$110,000,000	5

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
Name	Reported role
Bob Dake	Executive
Jordan Fried	Executive
Brian D. Kosoy	Executive
Gregory S. Moross	Executive
Adam L. Munder	Executive
Dalia Pearson	Executive
Michael Romaniw	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

302 Datura St., Suite 100
West Palm Beach, FL, 33401