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Aj Sterge, LP (Berwyn)


Aj Sterge, LP is a large advisory firm based in Berwyn. It manages $74 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Pennsylvania.

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Aj Sterge provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aj Sterge: assets under management

The assets under management (AUM) of Aj Sterge, LP is $74 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $24.67 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aj Sterge, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Berwyn

The principal office where Aj Sterge, LP performs its advisory services is located at 1055 Westlakes Drive, Berwyn, PA 19312, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-727-4175 or by fax 610-727-4362. The normal business hours are 8 am - 6 pm on Monday - Friday. You can find more information about the New York firm at www.ajsterge.com.


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