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Stern Capital Management, Inc.

● SEC registered since 2017CRD 124405SEC# 801-110311Old Bridge, NJ
Export (members)
Reg. AUM
$252.2M
Employees
3
Accounts
652
Location
Old Bridge, NJ

Stern Capital Management, Inc. assets under management

Stern Capital Management, Inc. is an investment advisory firm registered with the SEC based in Old Bridge, NJ. The firm has been registered since 2017. It reports $252.2 million in regulatory assets under management and employs 3 people.
sterncm.comView on SEC.gov ↗

Stern Capital Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Stuart Mark Stern ControlPresident/Chief Compliance OfficerOver 75%1999

Frequently asked questions

How much does Stern Capital Management, Inc. manage?

Stern Capital Management, Inc. reports $252.2 million in regulatory assets under management on its Form ADV.

How many employees does Stern Capital Management, Inc. have?

Stern Capital Management, Inc. reports 3 employees.

Where is Stern Capital Management, Inc. located?

Stern Capital Management, Inc. is based in Old Bridge, NJ and has been SEC-registered since 2017.

Does Stern Capital Management, Inc. disclose fund performance?

Stern Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address18 Throckmorton Lane, Suite 201, Old Bridge, NJ 08857
Phone732-679-7050
Fax732-679-7068
Office hours9:30a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$252M
Non-discretionary$182K
Total (RAUM)$252.2M