← Directory
J. STERN & CO. LLP
CRD 323871File 801-127099
APPROVED
Retail clients
Filing as of Jun 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.23B
Top 25% of cohort (national)
Discretionary AUM
$1.86B
Non-discretionary $377.2M
Clients
72
72 accounts
Employees
42
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 18, 2023
- Principal office
- 4 CARLTON GARDENS, LONDON, SW1Y 5AA
- Phone
- +44(0)20 3478 1800
- Website
- http://www.jsternco.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.23B
- Discretionary AUM
- $1.86B
- Non-discretionary AUM
- $377.2M
- Discretionary accounts
- 69
- Non-discretionary accounts
- 3
- Total accounts
- 72
- AUM per client
- $31.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $28.6M |
| High net worth individuals | 52 | $1.05B |
| Pooled investment vehicles | 4 | $1.11B |
| Individuals (other than high net worth individuals) | 12 | $42.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.