J. Stern & Co., LLC
SEC RegisteredInvesting in quality for the long-term
About the firm
J. Stern & Co. is a global independent asset manager focused on delivering long-term capital growth through high-conviction, research-led strategies. The firm is a privately owned partnership, fully aligned with its clients, including significant capital from the Stern family.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
High-conviction, research-led asset management strategies aimed at preserving capital and building wealth over time.
Who they serve
Investors seeking long-term capital growth; the firm is aligned with its clients including the Stern family.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 1 | $609M |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| LP Fund - less than $5m | 0.90% |
| LP Fund - more than $5m | 0.75% |
| LP Fund - charities | 0.65% |
| SMA - standard | 1.00% |
| SMA - charities | 0.65% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. J. Stern & Co., LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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