J. Stern & Co., LLC
● SEC registered since 2023CRD 326509SEC# 801-129253New York City, NY
Ranks #3,626 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$608.6M
Fund GAV
$608.6M
Private funds
1
Employees
4
Accounts
1
Location
New York City, NY
J. Stern & Co., LLC assets under management
J. Stern & Co., LLC is an investment advisory firm registered with the SEC based in New York City, NY. The firm has been registered since 2023. It reports $608.6 million in regulatory assets under management and employs 4 people. J. Stern & Co., LLC manages 1 private fund with combined gross assets of $608.6 million, including J. Stern & Co. World Stars Global Equity Fund, LP. By regulatory assets, it ranks 3,626 of 6,004 private fund managers.
J. Stern & Co., LLC private funds
1 funds · $608.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| J. Stern & Co. World Stars Global Equity Fund, LP | Other Private | $608.6M | $200K |
J. Stern & Co., LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christian Roger Picot Control | Principal | 10-25% | 2023 |
| J. Stern & Co US Holdings Inc Control | Managing Member | Over 75% | 2023 |
| Ronald Dooley Control | Principal | 10-25% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does J. Stern & Co., LLC manage?
J. Stern & Co., LLC reports $608.6 million in regulatory assets under management on its Form ADV.
How many private funds does J. Stern & Co., LLC manage?
J. Stern & Co., LLC manages 1 private funds with combined gross assets of $608.6 million.
How many employees does J. Stern & Co., LLC have?
J. Stern & Co., LLC reports 4 employees.
Where is J. Stern & Co., LLC located?
J. Stern & Co., LLC is based in New York City, NY and has been SEC-registered since 2023.
Does J. Stern & Co., LLC disclose fund performance?
J. Stern & Co., LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 45 Rockefeller Plaza, 21st Floor, New York City, NY 10111 |
| Phone | 212-219-0200 |
| Office hours | 9a.m.-6p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$608.6M▲ 62%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
AUM vs fund managersTop 60%
Larger than 40% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$608.6Mregulatory AUM
Discretionary $608.6M