J. Stern & Co., LLC

J. Stern & Co., LLC, established in February 2023, is an investment adviser offering discretionary investment management services in New York. The firm specializes in various investment strategies, including the World Stars Global Equity Strategy, US Stars Equity Strategy, European Stars Equity Strategy, Multi-Asset Income Strategy, and Emerging Market Corporate Debt Stars Strategy. These strategies are available through single managed accounts or investment funds. The minimum account size for SMAs ranges from $5 million to $8 million, with management fees typically ranging from 0.65% to 1.00% annually. The firm does not currently charge performance fees unless requested by clients. Clients include high net worth individuals, family offices, trusts, charities, institutions, and sophisticated investors. J. Stern & Co. follows a research-intensive approach, focusing on long-term real returns across economic cycles and making decisions based on in-house research. The firm emphasizes sustainable investing practices and aims to deliver above-average performance with below-average costs. Clients are provided with detailed risk statements and regular portfolio reviews. J. Stern & Co. acts with investment discretion for the LP Fund, determining securities to buy and sell. The firm also has a Code of Ethics ensuring high standards of conduct and monitoring personal trading activities.