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 registered with the SEC in 2023 that provides portfolio management across client types. The firm reports an institutional client focus but its advisory activities cover portfolio management for individuals/small businesses, pooled investment vehicles, and businesses or institutions. Its stated fee model is a percentage of assets under management. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser; it also does not serve as a pension consultant or related adviser. The firm performs sponsor and general partner roles: it is listed as an other investment adviser and sponsor and as a managing member/GP of pooled investment vehicles. Ownership is a mix of domestic entities and individuals. J. Stern & Co, LLC is not positioned as a capital allocator in the data provided.