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 operates as a limited liability partnership that registered with the SEC in 2023 and is individually owned. Its client base spans high-net-worth individuals and families as well as institutional investors. Compensation combines a percentage-of-assets model with the potential for performance-based fees. The firm provides discretionary portfolio management across client types: private individuals and small businesses, pooled investment vehicles, and institutional or corporate accounts. Public filings indicate a clear tilt toward equity exposure as the primary investment preference. J. Stern & Co LLP does not identify as an active ESG investor and is not structured as a capital allocator.