RIA Intelligence

J. STERN & CO., LLC

CRD #326509 SEC #801-129253 NEW YORK CITY, NY 212-219-0200
SEC Registered Private Funds
Total AUM
$376.3M
Discretionary
$376.3M
Employees
4
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
0
LEI
254900NCXUCSPUDYCO68

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Price, Thomas, Leolin AlfredICCONA Control
Price, Thomas, Leolin AlfredICCONA Control
Price, Thomas, Leolin AlfredICCONA Control
Price, Thomas, Leolin AlfredICCONA Control
Price, Thomas, Leolin AlfredICCONA Control
Price, Thomas, Leolin AlfredICCONA Control
J. STERN & CO US HOLDINGS INCDEMANAGING MEMBERE Control
J. STERN & CO US HOLDINGS INCDEMANAGING MEMBERE Control
J. STERN & CO US HOLDINGS INCDEMANAGING MEMBERE Control
J. STERN & CO US HOLDINGS INCDEMANAGING MEMBERE Control
J. STERN & CO US HOLDINGS INCDEMANAGING MEMBERE Control
J. STERN & CO US HOLDINGS INCDEMANAGING MEMBERE Control
DOOLEY, RONALDIPRINCIPALB Control
DOOLEY, RONALDIPRINCIPALB Control
DOOLEY, RONALDIPRINCIPALB Control
DOOLEY, RONALDIPRINCIPALB Control
DOOLEY, RONALDIPRINCIPALB Control
DOOLEY, RONALDIPRINCIPALB Control
PICOT, CHRISTIAN, ROGERIPRINCIPALB Control
PICOT, CHRISTIAN, ROGERIPRINCIPALB Control
PICOT, CHRISTIAN, ROGERIPRINCIPALB Control
PICOT, CHRISTIAN, ROGERIPRINCIPALB Control
PICOT, CHRISTIAN, ROGERIPRINCIPALB Control
PICOT, CHRISTIAN, ROGERIPRINCIPALB Control

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Address

45 ROCKEFELLER PLAZA
21ST FLOOR
NEW YORK CITY, NY 10111
United States
Phone: 212-219-0200