Stern Capital Management, Inc.
● SEC registered since 2017CRD 124405SEC# 801-110311Old Bridge, NJ
Reg. AUM
$297.7M
Employees
3
Accounts
656
Location
Old Bridge, NJ
Stern Capital Management, Inc. assets under management
Stern Capital Management, Inc. is an investment advisory firm registered with the SEC based in Old Bridge, NJ. The firm has been registered since 2017. It reports $297.7 million in regulatory assets under management and employs 3 people.
Stern Capital Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Stuart Mark Stern Control | President/Chief Compliance Officer | Over 75% | 1999 |
Frequently asked questions
How much does Stern Capital Management, Inc. manage?
Stern Capital Management, Inc. reports $297.7 million in regulatory assets under management on its Form ADV.
How many employees does Stern Capital Management, Inc. have?
Stern Capital Management, Inc. reports 3 employees.
Where is Stern Capital Management, Inc. located?
Stern Capital Management, Inc. is based in Old Bridge, NJ and has been SEC-registered since 2017.
Does Stern Capital Management, Inc. disclose fund performance?
Stern Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 18 Throckmorton Lane, Suite 201, Old Bridge, NJ 08857 |
| Phone | 732-679-7050 |
| Fax | 732-679-7068 |
| Office hours | 9:30a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$297.7M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$297.7Mregulatory AUM
Discretionary $295.1MNon-discretionary $2.6M