Form D · Other Investment Fund
Sterling United Properties II, L.P.
Palm Beach, FL · CIK 0001768092
Offering snapshot reported Feb 25, 2019 · SEC filing
- Reported sold
- $110M Indefinite offering
- Investors reported
- 5 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Feb 8, 2019 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 25, 2019 | Initial | $110,000,000 | No comparison | 5 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.5, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-333467
Source: Form D, filed Feb 25, 2019. 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 II, LP
Investment adviser: STERLING INVESTMENT MANAGEMENT, LLC
- Gross asset value
- $294M
- Beneficial owners
- 13
- 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
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
KPMG LLP
PCAOB 185
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97
Filing source
Form ADV 2079059 · Mar 25, 2026 · Schedule D 7.B.(1), fund 805-4227479965
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.
| Name | Reported role |
|---|---|
| D.J. Belock | Executive |
| Brian D. Kosoy | Executive |
| Gregory S. Moross | Executive |
| Adam L. Munder | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Palm Beach, FL, 33480