Stern Capital LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 131226
- Registered since
- September 29, 2004
- Website
- www.sterncapital.com
Firm profile
FINTRXOverview
Stern Capital LLC is an individually owned limited liability company that identifies itself as a capital allocator. Public-facing material for the firm includes minimal operational detail: it is classified as "unclassified" in the source data and does not identify itself as an active ESG investor. The dataset does not supply descriptions of the firm's advisory services, client segments, fee model, or typical investment strategies. Several operational flags are present in the profile: the adviser is not designated as a multi-state adviser, is not newly formed, and is not listed as a pension consultant or a related adviser. Those attributes suggest a compact, possibly single-office operation focused on selective capital allocation rather than a broad, multi-jurisdiction advisory platform.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Lawrence Stern
President and CEOCRD 4781769
Contacts
3 of 3Jennifer Macaulay
ConsultantCRD 2447557

Scott Stewart
FinOpCRD 6977422
Noah Stern
Registered RepresentativeCRD 6680982
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 420 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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