Investment adviser · CRD 323871
J. STERN & CO. LLP
Investment adviser filing (IA)
LONDON, United Kingdom · Form ADV filed Jun 29, 2026
- Regulatory AUM
- $2.23B Form ADV · Item 5.F
- Client accounts
- 72 Accounts, not individual clients
- Employees
- 42 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 4 | $1,110,417,633 | 49.7% |
| High-net-worth individuals | 52 | $1,053,514,592 | 47.1% |
| Individuals | 12 | $42,390,160 | 1.9% |
| Charities | Fewer than 5 | $28,554,545 | 1.3% |
Filing source
Form ADV 2114495 · Jun 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Jun 29, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
4 CARLTON GARDENSLONDON, SW1Y 5AA, United Kingdom
CRD 323871
Filing source
Form ADV 2114495 · Jun 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.