Stern Capital Management, Inc.
Stern Capital Management, Inc. is an SEC-registered mass-market adviser in Old Bridge, NJ with $297.7M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Stern Capital Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124405, SEC 801-110311, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $297.7M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Old Bridge, NJ
- Employees
- 3
- Clients
- 656
- CRD
- 124405
- Ownership
- STERN, STUART, MARK
How much AUM does Stern Capital Management, Inc. have?
Stern Capital Management, Inc. reported $297.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Stern Capital Management, Inc.?
Disclosed owners and executives of Stern Capital Management, Inc. include STERN, STUART, MARK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.