# Sterling: portfolio, investments and team > Sterling is a private equity. 1 investment on record, latest Feb 2018. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/sterling (Millionrounds; every figure on the page links to its filing or article) [Investor](https://millionrounds.com/investors) # Sterling Filed with the SEC to raise a fund in May 2025, closing $82M. Last cheque observed Feb 2018. Quiet New fund $82M, May 2025 Private equity Advice Consulting Impact Investing Cheques on record **0%** of best year **0** **cheques in 12 months**, 1 on record Since the last cheque **3169** days **00** hrs **00** min **00** sec Median round **$2.5M** Rounds led **0 of 1** Pitch Sterling ## Sterling highlights - 01 1 rounds on record ## What they do - **Type:** Private equity (from a list, unverified) - **Cheque size:** Not stated - **Sectors:** Advice Consulting Impact Investing - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **1 appearances** - **2018** 1 round - **Feb** **[FanAI](https://millionrounds.com/company/fanai)** US · FinSMEs **$2.5M** With 8 others An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **24 named** AB **Adam Barker** Person named above is a member of the entity that is the Manager i Filing they signed AL **Adam L. Munder** Chief Marketing Officer and Vice President of SVAP II GP, LLC, general partner i Filing they signed AZ **Antonio Zuniga** Person named above is a member of the entity that is the Manager i Filing they signed BL **Bob L. Dake** Vice President of General Partner i Filing they signed BS **Bradley Staller** Executive Officer, Promoter i Filing they signed BC **Brent Chapman** President and COO of the Investment Manager i Filing they signed BD **Brian D. Kosoy** Chief Executive Officer and President of General Partner i Filing they signed BH **Brian Henry** Executive Officer, Promoter i Filing they signed CW **Charles W. Santoro** Member of the GP i Filing they signed CG **Christine Glick** Executive Officer, Director i Filing they signed DY **Dan Yu** Member of the GP i Filing they signed DL **Daniel L. DeFazio** Vice President of General Partner i Filing they signed DK **David Kosoy** Founder and Chairman of the Investment Manager i Filing they signed DM **David M.O. Bree** Director i Filing they signed DO **David Oslinger** Executive Officer i Filing they signed DS **DJ S. Belock** Chief Financial Officer and Vice President of SVAP III GP, LLC, the general partner i Filing they signed EB **Eduardo Brea** Executive Officer of general partner of the partnership. i Filing they signed GE **Gregory Elliott** Executive Officer, Promoter i Filing they signed GS **Gregory S. Moross** Secretary and Vice President of SVAP III GP, LLC, the general partner i Filing they signed JS **James Sterling** Executive Officer i Filing they signed JW **James W. Soldano** Member of the GP i Filing they signed JL **Jordan L. Fried** Vice President of General Partner i Filing they signed JJ **Joseph J. Gault** Member of the GP i Filing they signed KW **Kent Wallace** Executive Officer, Promoter i Filing they signed We also hold **36** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. New fund on file **$82M** raised in May 2025 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Median round joined **$2.5M** the round, not its cheque Led 0 of 1 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Feb 2018 **Pitching Sterling?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Recently backed The latest companies Sterling put money into. [**FanAI** $2.5M · Feb 2018](https://millionrounds.com/company/fanai) ## Quick answers about Sterling ### What does Sterling invest in? Sterling says it invests in Advice, Consulting and Impact Investing. ### How active is Sterling? 1 investments on record, 0 of them in the last 12 months. The most recent was in Feb 2018. ### What has Sterling invested in recently? Its most recent investments on record: FanAI (Undisclosed round, Feb 2018). ### How big are Sterling's cheques? The median round it joins is $2.5M. ### Is Sterling investing now? No investments in the last 12 months; the latest was in Feb 2018. ### What kind of investor is Sterling? Sterling is a private equity firm. ### Has Sterling raised a new fund? Its latest fund filing with the SEC was in May 2025, reporting $82M raised. ### When was Sterling founded? Sterling was founded in 2007. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. 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