J. STERN & CO., LLC

Overview

J. Stern & Co, LLC is an SEC-registered limited liability company that provides portfolio management to institutional clients and pooled investment vehicles. Registered in 2023, the firm charges fees as a percentage of assets under management and lists its advisory services as portfolio management for individuals/small businesses, pooled investment vehicles, and businesses or institutions. It is not classified as a capital allocator, it does not identify as an active ESG investor, and it is not described as a multi-state or newly formed adviser. Industry affiliations include roles as an investment adviser and sponsor, and as a general partner/managing member of pooled investment vehicles.

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Investments & Alternatives

Location & Offices