J. Stern & Co LLP
Firm details
- Headquarters
- London,
- CRD number
- 323871
- Registered since
- January 18, 2023
- Website
- www.jsternco.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles49.14%
- HNWI39.73%
- Individuals9.72%
- Charitable Organizations1.41%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
J. Stern & Co LLP operates as a limited liability partnership and is registered with the SEC (registration year 2023). The firm serves both individual and family clients as well as institutional investors, providing portfolio management across individual/small business accounts, pooled investment vehicles, and business or institutional mandates. Its compensation mix includes a percentage-of-AUM fee structure and arrangements that can include performance-based fees. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Non-Investment Grade Corp Bonds19%
- Private Funds6%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds3%
Owners & executives
1 of 1
Christopher Rossbach
CIO and Portfolio ManagerCRD 2542566
Contacts
2 of 2
Thomas Price
Managing PartnerCRD 7685056
Jean-Yves Chereau
PartnerCRD 7686529
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- 4 Carlton Gdns
- Office locations
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