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J. STERN & CO. LLP
CRD 323871 · SEC 801-127099
Advisory firmLLP
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
4 CARLTON GARDENS, LONDON, SW1Y 5AA, United Kingdom
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.90B
Discretionary AUM
$1.67B
Team
30 total employees; 14 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Partnership
Filing date
2025-06-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $184.6M |
| High net worth individuals | 51 | $754.3M |
| Pooled investment vehicles | 5 | $932.9M |
| Charitable organizations | 4 | $26.8M |
All web addresses on file
Official SEC filing: View on IAPD