DEAN INVESTMENT ASSOCIATES, LLC
Legal name: DEAN INVESTMENTS
CRD #104635 SEC #801-9895 BEAVERCREEK, OH 937-222-9531
SEC Registered
Total AUM
$895.6M
Discretionary
$895.6M
Employees
9
Clients
25
Accounts
494
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $895.6M | $895.6M | $0 | 9 | 0 |
| Mar 2024 | $889.6M | $889.6M | $0 | 9 | 0 |
| Dec 2023 | $768.4M | $768.4M | $0 | 10 | 0 |
| Mar 2023 | $768.4M | $768.4M | $0 | 10 | 0 |
| Mar 2022 | $744.3M | $744.3M | $0 | 10 | 325 |
| Mar 2021 | $643.9M | $643.9M | $0 | 10 | 330 |
| Jun 2020 | $809.1M | $809.1M | $0 | 11 | 350 |
| Mar 2020 | $809.1M | $809.1M | $0 | 11 | 350 |
| Mar 2019 | $794.8M | $794.8M | $0 | 10 | 380 |
| Dec 2018 | $819.2M | $819.2M | $0 | 10 | 385 |
| Mar 2018 | $819.2M | $819.2M | $0 | 10 | 385 |
| Mar 2017 | $728.2M | $728.2M | $0 | 10 | 400 |
| Jan 2017 | $582.5M | $582.5M | $0 | 10 | 500 |
| Mar 2016 | $582.5M | $582.5M | $0 | 10 | 500 |
| Mar 2015 | $574.9M | $574.9M | $0 | 8 | 400 |
| Dec 2014 | $548.4M | $548.4M | $0 | 8 | 400 |
| Mar 2014 | $548.4M | $548.4M | $0 | 8 | 400 |
| Mar 2013 | $414.7M | $414.7M | $0 | 8 | 400 |
| Feb 2013 | $399.3M | $399.3M | $0 | 10 | 400 |
| Nov 2012 | $399.3M | $399.3M | $0 | 10 | 400 |
| Mar 2012 | $399.3M | $399.3M | $0 | 6 | 400 |
| Jul 2011 | $339.2M | $339.2M | $0 | 10 | -- |
| Jul 2011 | $339.2M | $339.2M | $0 | 10 | -- |
| Mar 2011 | $339.2M | $339.2M | $0 | 10 | -- |
| Dec 2010 | $343.7M | $343.7M | $0 | 10 | -- |
| Sep 2010 | $343.7M | $343.7M | $0 | 10 | -- |
| Mar 2008 | $420.4M | $420.4M | $0 | -- | -- |
| Mar 2007 | $496.7M | $496.7M | $0 | -- | -- |
| Mar 2006 | $529.2M | $529.2M | $0 | -- | -- |
| Mar 2004 | $551.4M | $551.4M | $0 | -- | -- |
| Mar 2002 | $904.5M | $904.5M | $0 | 51 | -- |
| Oct 2001 | $2B | $2B | $0 | 51 | -- |
| Aug 2001 | $2B | $2B | $0 | 51 | -- |
| Jun 2001 | $2B | $2B | $0 | 51 | -- |
DateMar 2025
Total AUM$895.6M
Discretionary$895.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$889.6M
Discretionary$889.6M
Non-Disc.$0
Employees9
Clients0
DateDec 2023
Total AUM$768.4M
Discretionary$768.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$768.4M
Discretionary$768.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$744.3M
Discretionary$744.3M
Non-Disc.$0
Employees10
Clients325
DateMar 2021
Total AUM$643.9M
Discretionary$643.9M
Non-Disc.$0
Employees10
Clients330
DateJun 2020
Total AUM$809.1M
Discretionary$809.1M
Non-Disc.$0
Employees11
Clients350
DateMar 2020
Total AUM$809.1M
Discretionary$809.1M
Non-Disc.$0
Employees11
Clients350
DateMar 2019
Total AUM$794.8M
Discretionary$794.8M
Non-Disc.$0
Employees10
Clients380
DateDec 2018
Total AUM$819.2M
Discretionary$819.2M
Non-Disc.$0
Employees10
Clients385
DateMar 2018
Total AUM$819.2M
Discretionary$819.2M
Non-Disc.$0
Employees10
Clients385
DateMar 2017
Total AUM$728.2M
Discretionary$728.2M
Non-Disc.$0
Employees10
Clients400
DateJan 2017
Total AUM$582.5M
Discretionary$582.5M
Non-Disc.$0
Employees10
Clients500
DateMar 2016
Total AUM$582.5M
Discretionary$582.5M
Non-Disc.$0
Employees10
Clients500
DateMar 2015
Total AUM$574.9M
Discretionary$574.9M
Non-Disc.$0
Employees8
Clients400
DateDec 2014
Total AUM$548.4M
Discretionary$548.4M
Non-Disc.$0
Employees8
Clients400
DateMar 2014
Total AUM$548.4M
Discretionary$548.4M
Non-Disc.$0
Employees8
Clients400
DateMar 2013
Total AUM$414.7M
Discretionary$414.7M
Non-Disc.$0
Employees8
Clients400
DateFeb 2013
Total AUM$399.3M
Discretionary$399.3M
Non-Disc.$0
Employees10
Clients400
DateNov 2012
Total AUM$399.3M
Discretionary$399.3M
Non-Disc.$0
Employees10
Clients400
DateMar 2012
Total AUM$399.3M
Discretionary$399.3M
Non-Disc.$0
Employees6
Clients400
DateJul 2011
Total AUM$339.2M
Discretionary$339.2M
Non-Disc.$0
Employees10
Clients--
DateJul 2011
Total AUM$339.2M
Discretionary$339.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$339.2M
Discretionary$339.2M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$343.7M
Discretionary$343.7M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$343.7M
Discretionary$343.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$420.4M
Discretionary$420.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$496.7M
Discretionary$496.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$529.2M
Discretionary$529.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$551.4M
Discretionary$551.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$904.5M
Discretionary$904.5M
Non-Disc.$0
Employees51
Clients--
DateOct 2001
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees51
Clients--
DateAug 2001
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees51
Clients--
DateJun 2001
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees51
Clients--