J. Stern & Co. Llp
- Regulatory AUM
- $2.2B
- Discretionary
- $1.9B
- Clients
- 72
- Avg AUM / client
- $31.0M
- Accounts
- 72
- Employees
- 42
AUM over time
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $42.4M | 1.9% |
| High net worth individuals | 52 | $1.1B | 47.1% |
| Pooled investment vehicles (non-investment companies) | 4 | $1.1B | 49.7% |
| Charitable organizations | 4 | $28.6M | 1.28% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rossbach, Christopher, Allen | Managing Partner | Nov 2012 (14y) | 10% – 25% | |
| Chereau, Jean Yves, Dominique | Partner | Apr 2014 (12y) | Less than 5% | |
| Price, Thomas, Leolin Alfred | Managing Partner & Chief Compliance Officer | Dec 2014 (12y) | 75% or more |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Bank Julius Baer & Co. Ltd. $263M (12% of AUM) Jun 2026
- UBS $172M (8% of AUM) Jun 2026
- Multrees Investor Services Ltd $165M (7% of AUM) Jun 2026
- Unicredit S.P.A. $117M (5% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗