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STERN VALUE MANAGEMENT LTD.

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Company Details

Name: STERN VALUE MANAGEMENT LTD.
Jurisdiction: New York
Legal type: FOREIGN BUSINESS CORPORATION
Status: Active
Date of registration: 03 Nov 1982 (43 years ago)
Entity Number: 802215
ZIP code: 10004
County: New York
Place of Formation: Delaware
Address: ATTN: JAY GOLDBURD, 11 BROADWAY #1155, NEW YORK, NY, United States, 10004
Principal Address: 3 COLUMBUS CIR SUITE 1505, NEW YORK, NY, United States, 10019

Chief Executive Officer

Name Role Address
ERIK STERN Chief Executive Officer 3 COLUMBUS CIR SUITE 1505, NEW YORK, NY, United States, 10019

DOS Process Agent

Name Role Address
GOLDBURD LLP DOS Process Agent ATTN: JAY GOLDBURD, 11 BROADWAY #1155, NEW YORK, NY, United States, 10004

Agent

Name Role Address
ALLSTATE CORPORATE SERVICES CORP. Agent ONE COMMERCE PLAZA, 99 WASHINGTON AVE SUITE 1008, ALBANY, NY, 12260

Form 5500 Series

Employer Identification Number (EIN):
133138306
Plan Year:
2022
Number Of Participants:
19
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
19
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
19
Plan Year:
2019
Number Of Participants:
19
Sponsors Telephone Number:
Plan Year:
2018
Number Of Participants:
24
Sponsors Telephone Number:

History

Start date End date Type Value
2014-11-04 2021-03-04 Address ATTN: JAY GOLDBURD, 42 WEST 38TH ST STE 901, NEW YORK, NY, 10018, USA (Type of address: Service of Process)
2012-12-21 2014-11-04 Address ATTN: JAY GOLDBURG, 42 WEST 38TH ST STE 901, NEW YORK, NY, 10018, USA (Type of address: Service of Process)
2010-04-02 2021-03-04 Address 75 BROAD ST STE 2910, NEW YORK, NY, 10004, USA (Type of address: Chief Executive Officer)
2010-04-02 2012-12-21 Address ATTN: JAY GOLDBURG, 42 WEST 38TH ST STE 901, NEW YORK, NY, 10018, USA (Type of address: Service of Process)
2004-02-25 2013-10-28 Name STERN STEWART & CO.

Filings

Filing Number Date Filed Type Effective Date
210304061050 2021-03-04 BIENNIAL STATEMENT 2020-11-01
141104006833 2014-11-04 BIENNIAL STATEMENT 2014-11-01
131028000154 2013-10-28 CERTIFICATE OF AMENDMENT 2013-10-28
121221002135 2012-12-21 BIENNIAL STATEMENT 2012-11-01
101130002559 2010-11-30 BIENNIAL STATEMENT 2010-11-01

USAspending Awards / Financial Assistance

Date:
2021-02-25
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
100000.00
Total Face Value Of Loan:
100000.00
Date:
2020-08-05
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
71462.00
Total Face Value Of Loan:
71462.00

Trademarks Section

Serial Number:
88782621
Mark:
VBM - VALUE BASED MANAGEMENT
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2020-02-03
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
VBM - VALUE BASED MANAGEMENT

Goods And Services

For:
Financial consulting services in the field of business valuation, financial policy affecting business valuation and financing of new investments and acquisitions, value oriented strategy, and application of value creation to operations, strategy, planning, and compensation
First Use:
2020-01-23
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
86753352
Mark:
THE EVA INSTITUTE
Status:
ABANDONED - NO STATEMENT OF USE FILED
Mark Type:
SERVICE MARK
Application Filing Date:
2015-09-10
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
THE EVA INSTITUTE

Goods And Services

For:
Education and training services, namely, organizing and conducting in-person and online workshops, seminars, and forums, teleclasses, and presentations on social media in the field of financial management and business valuation
International Classes:
041 - Primary Class
Class Status:
Active
Serial Number:
86272320
Mark:
STERN VALUE MANAGEMENT
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2014-05-05
Mark Drawing Type:
Illustration: Drawing with word(s)/letter(s)/number(s) in Stylized form
Mark Literal Elements:
STERN VALUE MANAGEMENT

Goods And Services

For:
Financial consulting services in the field of business valuation, financial policy affecting business valuation and financing of new investments and acquisitions, value oriented strategy, and application of value creation to operations, strategy, planning, and compensation
First Use:
2013-11-11
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
85360850
Mark:
THE EVA INSTITUTE
Status:
ABANDONED - NO STATEMENT OF USE FILED
Mark Type:
SERVICE MARK
Application Filing Date:
2011-06-30
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
THE EVA INSTITUTE

Goods And Services

For:
Educational Services, namely, conducting seminars and forums in the field of financial management and business valuation
International Classes:
041 - Primary Class
Class Status:
Active
Serial Number:
75975156
Mark:
EVA--THE REAL KEY TO CREATING WEALTH
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
1995-05-24
Mark Drawing Type:
Typeset: Word(s)/letter(s)/number(s)
Mark Literal Elements:
EVA--THE REAL KEY TO CREATING WEALTH

Goods And Services

For:
financial management and consulting services in the area of business valuation
First Use:
1995-10-01
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration

Paycheck Protection Program

Date Approved:
2020-08-05
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
71462
Current Approval Amount:
71462
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
71759.64
Date Approved:
2021-02-25
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
100000
Current Approval Amount:
100000
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
100846.61

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Date of last update: 17 Mar 2025

Sources: New York Secretary of State