STERN CAPITAL MANAGEMENT, INC.
CRD #124405 SEC #801-110311 OLD BRIDGE, NJ 732-679-7050
SEC Registered
Total AUM
$252.2M
Discretionary
$252M
Employees
3
Clients
101
Accounts
652
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $252.2M | $252M | $182K | 3 | 0 |
| Mar 2024 | $218.4M | $218.1M | $275.4K | 3 | 0 |
| Feb 2023 | $192.9M | $192.3M | $644.8K | 4 | 0 |
| Mar 2022 | $222.4M | $222.3M | $100.8K | 4 | 0 |
| Mar 2021 | $189.5M | $189.3M | $212.7K | 3 | 0 |
| Jun 2020 | $168.3M | $166.5M | $1.7M | 3 | 0 |
| Jun 2020 | $168.3M | $166.5M | $1.7M | 3 | 0 |
| Mar 2020 | $168.3M | $166.5M | $1.7M | 3 | 0 |
| Apr 2019 | $133.7M | $133.3M | $396.7K | 3 | 0 |
| Mar 2019 | $133.7M | $133.3M | $396.7K | 3 | 0 |
| Mar 2018 | $137.4M | $137.3M | $172.3K | 3 | 0 |
| Jun 2017 | $129.1M | $129.1M | $0 | 2 | 500 |
| Mar 2017 | $118.8M | $118.8M | $0 | 2 | 500 |
| Jun 2012 | $74M | $69.7M | $4.3M | 1 | 400 |
| Jun 2012 | $74M | $69.7M | $4.3M | 1 | 400 |
| Jun 2012 | $74M | $69.7M | $4.3M | 1 | 400 |
| Mar 2012 | $74M | $69.7M | $4.3M | 1 | 400 |
| Mar 2011 | $66.9M | $66.9M | $0 | 5 | -- |
| Mar 2011 | $66.9M | $66.9M | $0 | 5 | -- |
| Mar 2009 | $45M | $45M | $0 | 5 | -- |
| Mar 2008 | $52.7M | $52.7M | $0 | 5 | -- |
| Mar 2007 | $40.6M | $40.6M | $0 | 5 | -- |
DateMar 2025
Total AUM$252.2M
Discretionary$252M
Non-Disc.$182K
Employees3
Clients0
DateMar 2024
Total AUM$218.4M
Discretionary$218.1M
Non-Disc.$275.4K
Employees3
Clients0
DateFeb 2023
Total AUM$192.9M
Discretionary$192.3M
Non-Disc.$644.8K
Employees4
Clients0
DateMar 2022
Total AUM$222.4M
Discretionary$222.3M
Non-Disc.$100.8K
Employees4
Clients0
DateMar 2021
Total AUM$189.5M
Discretionary$189.3M
Non-Disc.$212.7K
Employees3
Clients0
DateJun 2020
Total AUM$168.3M
Discretionary$166.5M
Non-Disc.$1.7M
Employees3
Clients0
DateJun 2020
Total AUM$168.3M
Discretionary$166.5M
Non-Disc.$1.7M
Employees3
Clients0
DateMar 2020
Total AUM$168.3M
Discretionary$166.5M
Non-Disc.$1.7M
Employees3
Clients0
DateApr 2019
Total AUM$133.7M
Discretionary$133.3M
Non-Disc.$396.7K
Employees3
Clients0
DateMar 2019
Total AUM$133.7M
Discretionary$133.3M
Non-Disc.$396.7K
Employees3
Clients0
DateMar 2018
Total AUM$137.4M
Discretionary$137.3M
Non-Disc.$172.3K
Employees3
Clients0
DateJun 2017
Total AUM$129.1M
Discretionary$129.1M
Non-Disc.$0
Employees2
Clients500
DateMar 2017
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees2
Clients500
DateJun 2012
Total AUM$74M
Discretionary$69.7M
Non-Disc.$4.3M
Employees1
Clients400
DateJun 2012
Total AUM$74M
Discretionary$69.7M
Non-Disc.$4.3M
Employees1
Clients400
DateJun 2012
Total AUM$74M
Discretionary$69.7M
Non-Disc.$4.3M
Employees1
Clients400
DateMar 2012
Total AUM$74M
Discretionary$69.7M
Non-Disc.$4.3M
Employees1
Clients400
DateMar 2011
Total AUM$66.9M
Discretionary$66.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$66.9M
Discretionary$66.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$40.6M
Discretionary$40.6M
Non-Disc.$0
Employees5
Clients--