DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 326509
NEW YORK CITY, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| J. STERN & CO. WORLD STARS GLOBAL EQUITY FUND, LP | Other Private Fund | $25.0M | Sep 5, 2024 | 1 | Nov 2, 2023 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DOOLEY, RONALD | Principal | B | yes | 03/2023 | Nov 22, 2023 | Sep 5, 2024 |
| J. STERN & CO US HOLDINGS INC | MANAGING MEMBER | E | yes | 03/2023 | Nov 22, 2023 | Sep 5, 2024 |
| PICOT, CHRISTIAN, ROGER | Principal | B | yes | 03/2023 | Nov 22, 2023 | Sep 5, 2024 |
| Price, Thomas, Leolin Alfred | Cco | Na | yes | 03/2023 | Nov 22, 2023 | Sep 5, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| J. STERN & CO. LLP | n/a | Mixed wealth | $2.2B | N | yes | n/a |
| J. STERN & CO WORLD STARS GP, LLC | n/a | n/a | n/a | Y | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $609M | $609M | 4 | 0 | 0 | 1 | n/a |
| 2024 | Mar 27, 2025 | $376M | $376M | 4 | 0 | 0 | 1 | n/a |
| 2023 | Mar 26, 2024 | $25.0M | $25.0M | 3 | 0 | 0 | 1 | $25.0M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $609M | $376M | 61.8% | n/a | n/a | 4 | 4 | 0 | 0 |