PRUDENT MAN INVESTMENT MANAGEMENT INC
Legal name: PRUDENT MAN INVESTMENT MANAGEMENT
CRD #104574 SEC #801-33304 LOUSIVILLE, CO 303-436-1577
SEC Registered
Total AUM
$323.7M
Discretionary
$311.4M
Employees
4
Clients
0
Accounts
229
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $323.7M | $311.4M | $12.3M | 4 | 0 |
| Mar 2024 | $285.4M | $277.9M | $7.5M | 4 | 0 |
| Mar 2023 | $233.1M | $223.8M | $9.4M | 4 | 0 |
| Mar 2022 | $260.5M | $260.5M | $0 | 4 | 0 |
| Jan 2022 | $232.3M | $226.1M | $6.2M | 4 | 0 |
| Nov 2021 | $232.3M | $226.1M | $6.2M | 4 | 0 |
| Jul 2021 | $232.3M | $226.1M | $6.2M | 4 | 0 |
| Mar 2021 | $232.3M | $226.1M | $6.2M | 4 | 0 |
| Jun 2020 | $217.8M | $210.7M | $7.1M | 5 | 0 |
| May 2020 | $217.8M | $210.7M | $7.1M | 5 | 0 |
| Mar 2020 | $217.8M | $210.7M | $7.1M | 5 | 0 |
| Mar 2019 | $184.1M | $179.7M | $4.4M | 4 | 1 |
| Mar 2018 | $209.1M | $209.1M | $0 | 4 | 2 |
| Feb 2017 | $190.1M | $182.2M | $7.8M | 4 | 200 |
| Feb 2017 | $190.1M | $182.2M | $7.8M | 4 | 200 |
| Mar 2016 | $185.3M | $15.1M | $170.2M | 4 | 200 |
| Mar 2015 | $190.6M | $177M | $13.6M | 4 | 200 |
| Mar 2014 | $180.1M | $166.8M | $13.3M | 4 | 200 |
| Mar 2013 | $146M | $125.2M | $20.7M | 4 | 200 |
| Mar 2012 | $123M | $107M | $16M | 1 | 200 |
| Mar 2008 | $139.1M | $105.3M | $33.8M | 5 | -- |
| May 2007 | $145.4M | $133.7M | $11.7M | 5 | -- |
| Feb 2007 | $145.4M | $133.7M | $11.7M | 5 | -- |
| Feb 2006 | $117M | $99.4M | $17.7M | 5 | -- |
DateFeb 2025
Total AUM$323.7M
Discretionary$311.4M
Non-Disc.$12.3M
Employees4
Clients0
DateMar 2024
Total AUM$285.4M
Discretionary$277.9M
Non-Disc.$7.5M
Employees4
Clients0
DateMar 2023
Total AUM$233.1M
Discretionary$223.8M
Non-Disc.$9.4M
Employees4
Clients0
DateMar 2022
Total AUM$260.5M
Discretionary$260.5M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$232.3M
Discretionary$226.1M
Non-Disc.$6.2M
Employees4
Clients0
DateNov 2021
Total AUM$232.3M
Discretionary$226.1M
Non-Disc.$6.2M
Employees4
Clients0
DateJul 2021
Total AUM$232.3M
Discretionary$226.1M
Non-Disc.$6.2M
Employees4
Clients0
DateMar 2021
Total AUM$232.3M
Discretionary$226.1M
Non-Disc.$6.2M
Employees4
Clients0
DateJun 2020
Total AUM$217.8M
Discretionary$210.7M
Non-Disc.$7.1M
Employees5
Clients0
DateMay 2020
Total AUM$217.8M
Discretionary$210.7M
Non-Disc.$7.1M
Employees5
Clients0
DateMar 2020
Total AUM$217.8M
Discretionary$210.7M
Non-Disc.$7.1M
Employees5
Clients0
DateMar 2019
Total AUM$184.1M
Discretionary$179.7M
Non-Disc.$4.4M
Employees4
Clients1
DateMar 2018
Total AUM$209.1M
Discretionary$209.1M
Non-Disc.$0
Employees4
Clients2
DateFeb 2017
Total AUM$190.1M
Discretionary$182.2M
Non-Disc.$7.8M
Employees4
Clients200
DateFeb 2017
Total AUM$190.1M
Discretionary$182.2M
Non-Disc.$7.8M
Employees4
Clients200
DateMar 2016
Total AUM$185.3M
Discretionary$15.1M
Non-Disc.$170.2M
Employees4
Clients200
DateMar 2015
Total AUM$190.6M
Discretionary$177M
Non-Disc.$13.6M
Employees4
Clients200
DateMar 2014
Total AUM$180.1M
Discretionary$166.8M
Non-Disc.$13.3M
Employees4
Clients200
DateMar 2013
Total AUM$146M
Discretionary$125.2M
Non-Disc.$20.7M
Employees4
Clients200
DateMar 2012
Total AUM$123M
Discretionary$107M
Non-Disc.$16M
Employees1
Clients200
DateMar 2008
Total AUM$139.1M
Discretionary$105.3M
Non-Disc.$33.8M
Employees5
Clients--
DateMay 2007
Total AUM$145.4M
Discretionary$133.7M
Non-Disc.$11.7M
Employees5
Clients--
DateFeb 2007
Total AUM$145.4M
Discretionary$133.7M
Non-Disc.$11.7M
Employees5
Clients--
DateFeb 2006
Total AUM$117M
Discretionary$99.4M
Non-Disc.$17.7M
Employees5
Clients--