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J. STERN & CO., LLC
CRD 326509 · SEC 801-129253
45 ROCKEFELLER PLAZA, 21ST FLOOR, NEW YORK CITY, NY, 10111, United States
Phone
212-219-0200
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$608.6M
Discretionary AUM
$608.6M
Team
4 total employees; 0 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $608.6M |
All web addresses on file
Official SEC filing: View on IAPD