STERN CAPITAL MANAGEMENT, INC.
STERN CAPITAL MANAGEMENT, INC. of OLD BRIDGE, NJ is an SEC-registered investment adviser (CRD 124405). Regulatory assets under management: $297.7M.
Registration
- CRD: 124405
- SEC file number: 801-110311
- Type: Registered investment adviser
- Location: 18 THROCKMORTON LANE, SUITE 201, OLD BRIDGE, NJ, 08857
- Phone: 732-679-7050
- Latest filing: 2026-03-27
- Regulatory AUM: $297.7M
- Discretionary AUM: $295.1M
- Non-discretionary AUM: $2.6M
- Clients: 3
- Accounts: 656
Business model
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Stuart Mark Stern | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| STERN PETER MARK | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
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