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Building 2J. STERN & CO. LLP

Map pinLONDON
Phone+44(0)20 3478 1800
NotebookSEC #801-127099
Total AUM
$1.9B
Employees
30
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 CARLTON GARDENS
LONDON
SW1Y 5AA
United Kingdom
Operating Hours
9 AM TO 18.00 PM
Monday - Friday
Phone
+44(0)20 3478 1800

ReceiptFinancials

Total AUM
$1.9B
Accounts
76
Discretionary
$1.7B
Accounts
73
Non-Discretionary
$224M
Accounts
3

ContactClients

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Individual Clients
13
AUM
$184.6M
HNW Individual Clients
51
AUM
$754.3M
Pooled Vehicle Clients
5
AUM
$932.9M
Charitable Organization Clients
4
AUM
$26.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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