J. Stern & Co. LLP
Overview
Established to meet all investment management needs of the Stern family, J. Stern & Co. LLP is a privately owned partnership fully aligned with its clients, including significant capital from the Stern family. The firm is dedicated to delivering strong long-term returns to investors, thereby preserving capital and building wealth over time. Operating as a family-controlled investment partnership, J. Stern & Co. LLP specializes in providing unbiased in-house investment analysis and expertise. The firm offers clients opportunities to invest long-term in areas such as investment management, estate management, merchant banking, and private office services. By partnering with clients, J. Stern & Co. LLP aims to understand and plan their wealth through a quality investment process and proprietary analysis. With a focus on long-term capital growth, J. Stern & Co. LLP employs high-conviction, research-led strategies. The firm's investment approach is characterized by a commitment to delivering strong long-term returns, preserving capital, and building wealth over time. This strategy is underpinned by a dedication to providing unbiased in-house investment analysis and expertise, ensuring that clients' investments are managed with the same care and attention as the firm's own assets.
Investment Focus
- Minimum account size: $5 million to $8 million
- Management fees: 0.65% to 1.00% annually
- Clients: High net worth individuals, family offices, trusts, charities, institutions, and sophisticated investors
Portfolio Companies
Reach J. Stern & Co. LLP directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about J. Stern & Co. LLP
What sectors does J. Stern & Co. LLP invest in?
J. Stern & Co. LLP invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Greater London, United Kingdom. J. Stern & Co. LLP is listed as a private investment firm in the ConnectSafely investor database.
What stage does J. Stern & Co. LLP invest at?
J. Stern & Co. LLP backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 5M - 8M.
Which regions does J. Stern & Co. LLP invest in?
J. Stern & Co. LLP invests across United States, United Kingdom, Switzerland and Malta.
What companies has J. Stern & Co. LLP invested in?
J. Stern & Co. LLP's portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and Procter & Gamble.
Last updated · Source: ConnectSafely investor database
