# J. Stern & Co. LLP

> J. Stern & Co. LLP is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 323871
- Filed as: J. STERN & CO. LLP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323871
- AdvisorCensus page: https://advisorcensus.com/firm/j-stern-and-co-llp-london-323871

## Quick answers

**How is J. Stern & Co. LLP compensated?**
On its Form ADV (Item 5.E, October 2026), J. Stern & Co. LLP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is J. Stern & Co. LLP located?**
J. Stern & Co. LLP's principal office is in London, United Kingdom, according to its Form ADV.

**Is J. Stern & Co. LLP registered with the SEC or a state?**
J. Stern & Co. LLP is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 323871.

**How much does J. Stern & Co. LLP manage?**
J. Stern & Co. LLP reports $2,234,876,930 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (83% discretionary).

**How have J. Stern & Co. LLP's assets and staff changed since 2023?**
In the Form ADV data for J. Stern & Co. LLP: Regulatory assets under management: $835,019,355 in the October 2023 data and $2,234,876,930 in the October 2026 data, up 168%. Total employees: 29 in October 2023 and 42 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does J. Stern & Co. LLP serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (52); individuals (other than high net worth individuals) (12); pooled investment vehicles (other than investment companies and business development companies) (4).

**Which custodians does J. Stern & Co. LLP use?**
J. Stern & Co. LLP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Julius Baer Zurich, Multrees Investor Services, UBS and Unicredit as custodians holding 10% or more of its separately managed account assets.

**Does J. Stern & Co. LLP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323871

**What changed in J. Stern & Co. LLP's recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 14 to 12. Regulatory assets under management went from $1,898,597,175 to $2,234,876,930 (+18%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Julius Baer Zurich
- Multrees Investor Services
- UBS
- Unicredit

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,234,876,930
- Discretionary: $1,857,631,879
- Non-discretionary: $377,245,051

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $42,390,160 |
| High net worth individuals | 52 | $1,053,514,592 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $1,110,417,633 |
| Charitable organizations | 4 | $28,554,545 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (3 years)
- Employees: 42 total, 12 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [jsternco.com](https://jsternco.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $835,019,355 | 29 | June 28, 2023 |
| October 2024 | $1,282,580,347 | 28 | July 30, 2024 |
| October 2025 | $1,898,597,175 | 30 | June 27, 2025 |
| October 2026 | $2,234,876,930 | 42 | June 29, 2026 |

Regulatory assets under management: $835,019,355 in the October 2023 data and $2,234,876,930 in the October 2026 data, up 168%.
Total employees: 29 in October 2023 and 42 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 14 to 12.
- Regulatory assets under management went from $1,898,597,175 to $2,234,876,930 (+18%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J. Stern & Co. LLP (CRD 323871): Form ADV filing data as of October 2026.