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| Happy Holidays!! thanks for using AUM13F!! |
| Stern Capital Management Inc
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|---|---|
| CRD # | 124405 |
| SEC # | 801-110311 |
| CIK # | |
| AUM | $252.2 M (2025-03-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 732-679-7050 |
| Address | 18 Throckmorton Lane Old Bridge, NJ 08857 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 587 | 110.0 |
| (b) Individuals (high net worth individuals) | 58 | 140.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 652 | 252.2 |
| By Discretionary | ||
| Discretionary | 627 | 252.0 |
| Non-Discretionary | 25 | 0.2 |
| Total | 652 | 252.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 252.2 | |
| Total | 652 | 252.2 |
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|---|---|---|
|
Valor Financial Services LLC
✚
|
TN | 0.3 |
|
RPC Private Wealth LLC
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IL | 0.3 |
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PA | 0.3 |
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DWM Financial Group Inc
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IL | 0.3 |
|
The Mustico Financial Group Inc
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NY | 0.3 |
|
Envision Financial LLC
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WI | 0.3 |
|
Carter Financial LLC
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|
CA | 0.3 |
|
Garnett Advisors LLC
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TX | 0.3 |
|
Massachusetts Wealth Management LLC
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|
MA | 0.3 |
|
JF Williams Co Inc
✚
|
CO | 0.3 |