J. Stern & Co, LLC

RIASEC RegisteredEst. 2023

Total AUM

$609M

Discretionary

$609M

100% of AUM

Avg account

$609M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 326509
Registered since: December 22, 2023
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

J. Stern & Co, LLC is a limited liability company organized as an institutional registered investment adviser. The firm registered with the SEC in 2023 and identifies its client base as institutional, though its advisory activities also cover portfolio management for individuals/small businesses and for pooled investment vehicles and businesses or institutions. It charges fees as a percentage of assets under management and is not listed as a capital allocator or an active ESG investor. The firm has roles beyond advisory-only work: it is affiliated as an investment adviser and sponsor and serves as a general partner and managing member of pooled investment vehicles.