This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Adviser

J. STERN & CO., LLCCRD 326509

Fund type

LONG ONLY EQUITY

Latest reported GAV

$25.0Mgross asset value on Schedule D 7.B(1), as of 2024-09-05; never fund size

Peak reported GAV

$25.0M

Beneficial owners

1

Minimum investment

$200,000

Owned by the adviser

10000%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

yes

Organised in

Delaware, United States

First reported

Nov 2, 2023

Last reported

Sep 5, 2024fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

7

Fund id

805-5258685353

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9efa8cac-cdcc-18e1-9dcf-1869bce131cb

First observed

Nov 2, 2023

Last observed

Sep 5, 2024 24 months ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.