GRATRY & COMPANY, LLC
CRD #104541 SEC #801-27598 BEACHWOOD, OH 216-283-8423
SEC Registered
Total AUM
$109.2M
Discretionary
$109.2M
Employees
7
Clients
--
Accounts
195
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2018 | $109.2M | $109.2M | $0 | 3 | 0 |
| Apr 2018 | $109.2M | $109.2M | $0 | 7 | 0 |
| Mar 2018 | $109.2M | $109.2M | $0 | 7 | 0 |
| May 2017 | $157M | $157M | $0 | 8 | 400 |
| Mar 2017 | $157M | $157M | $0 | 8 | 400 |
| Nov 2016 | $225.3M | $225.3M | $0 | 8 | 400 |
| Jul 2016 | $225.3M | $225.3M | $0 | 8 | 400 |
| Mar 2016 | $225.3M | $225.3M | $0 | 8 | 400 |
| Nov 2015 | $248.7M | $248.7M | $0 | 8 | 500 |
| Aug 2015 | $248.7M | $248.7M | $0 | 8 | 500 |
| Mar 2015 | $248.7M | $248.7M | $0 | 8 | 500 |
| Mar 2015 | $248.7M | $248.7M | $0 | 8 | 500 |
| Oct 2014 | $345.6M | $345.6M | $0 | 8 | 600 |
| Sep 2014 | $345.6M | $345.6M | $0 | 8 | 600 |
| Mar 2014 | $345.6M | $345.6M | $0 | 8 | 600 |
| Mar 2013 | $289.8M | $289.8M | $0 | 8 | 600 |
| Mar 2013 | $289.8M | $289.8M | $0 | 8 | 600 |
| Mar 2012 | $443.8M | $256.8M | $187M | 6 | 600 |
| Jun 2011 | $409.9M | $276.7M | $133.2M | 10 | -- |
| Apr 2011 | $409.9M | $276.7M | $133.2M | 10 | -- |
| Mar 2010 | $275.2M | $209.8M | $65.4M | 10 | -- |
| Mar 2008 | $217.2M | $203.5M | $13.6M | 10 | -- |
| Mar 2007 | $202.8M | $171.5M | $31.3M | 10 | -- |
| Dec 2006 | $186.3M | $150.8M | $35.5M | 10 | -- |
| Apr 2004 | $209.7M | $169.4M | $40.3M | -- | -- |
| Mar 2002 | $252.6M | $226.8M | $25.8M | -- | -- |
| Oct 2001 | $380.2M | $355.9M | $24.3M | -- | -- |
DateMay 2018
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees3
Clients0
DateApr 2018
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees7
Clients0
DateMay 2017
Total AUM$157M
Discretionary$157M
Non-Disc.$0
Employees8
Clients400
DateMar 2017
Total AUM$157M
Discretionary$157M
Non-Disc.$0
Employees8
Clients400
DateNov 2016
Total AUM$225.3M
Discretionary$225.3M
Non-Disc.$0
Employees8
Clients400
DateJul 2016
Total AUM$225.3M
Discretionary$225.3M
Non-Disc.$0
Employees8
Clients400
DateMar 2016
Total AUM$225.3M
Discretionary$225.3M
Non-Disc.$0
Employees8
Clients400
DateNov 2015
Total AUM$248.7M
Discretionary$248.7M
Non-Disc.$0
Employees8
Clients500
DateAug 2015
Total AUM$248.7M
Discretionary$248.7M
Non-Disc.$0
Employees8
Clients500
DateMar 2015
Total AUM$248.7M
Discretionary$248.7M
Non-Disc.$0
Employees8
Clients500
DateMar 2015
Total AUM$248.7M
Discretionary$248.7M
Non-Disc.$0
Employees8
Clients500
DateOct 2014
Total AUM$345.6M
Discretionary$345.6M
Non-Disc.$0
Employees8
Clients600
DateSep 2014
Total AUM$345.6M
Discretionary$345.6M
Non-Disc.$0
Employees8
Clients600
DateMar 2014
Total AUM$345.6M
Discretionary$345.6M
Non-Disc.$0
Employees8
Clients600
DateMar 2013
Total AUM$289.8M
Discretionary$289.8M
Non-Disc.$0
Employees8
Clients600
DateMar 2013
Total AUM$289.8M
Discretionary$289.8M
Non-Disc.$0
Employees8
Clients600
DateMar 2012
Total AUM$443.8M
Discretionary$256.8M
Non-Disc.$187M
Employees6
Clients600
DateJun 2011
Total AUM$409.9M
Discretionary$276.7M
Non-Disc.$133.2M
Employees10
Clients--
DateApr 2011
Total AUM$409.9M
Discretionary$276.7M
Non-Disc.$133.2M
Employees10
Clients--
DateMar 2010
Total AUM$275.2M
Discretionary$209.8M
Non-Disc.$65.4M
Employees10
Clients--
DateMar 2008
Total AUM$217.2M
Discretionary$203.5M
Non-Disc.$13.6M
Employees10
Clients--
DateMar 2007
Total AUM$202.8M
Discretionary$171.5M
Non-Disc.$31.3M
Employees10
Clients--
DateDec 2006
Total AUM$186.3M
Discretionary$150.8M
Non-Disc.$35.5M
Employees10
Clients--
DateApr 2004
Total AUM$209.7M
Discretionary$169.4M
Non-Disc.$40.3M
Employees--
Clients--
DateMar 2002
Total AUM$252.6M
Discretionary$226.8M
Non-Disc.$25.8M
Employees--
Clients--
DateOct 2001
Total AUM$380.2M
Discretionary$355.9M
Non-Disc.$24.3M
Employees--
Clients--