J. Stern & Co LLP

RIASEC RegisteredEst. 2023

Total AUM

$2.2B

Discretionary

$1.9B

83% of AUM

Avg account

$31M

Accounts

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 323871
Registered since: January 18, 2023
Website: www.jsternco.com
Custodians: JULIUS BAER ZURICH, UBS FINANCIAL SERVICES INC., MULTREES INVESTOR SERVICES, UNICREDIT
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles49.69%
HNWI47.14%
Individuals1.9%
Charitable Organizations1.28%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

J. Stern & Co LLP is a limited liability partnership that provides portfolio management to individuals, pooled investment vehicles, and institutional or business clients. The firm charges asset-based fees and can levy performance fees on certain mandates. It does not identify as an active ESG investor and is not registered as a multi-state adviser. Services include discretionary and non-discretionary portfolio management across client types rather than pension consulting or family-office labeling.