CLUNE & ASSOCIATES, LTD.
Legal name: CLUNE & ASSOCIATES
CRD #104708 SEC #801-34937 CHICAGO, IL (312) 644-5040
SEC Registered
Total AUM
$630.1M
Discretionary
$571M
Employees
6
Clients
101
Accounts
810
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $630.1M | $571M | $59.1M | 6 | 14 |
| Dec 2025 | $630.1M | $571M | $59.1M | 6 | 14 |
| May 2025 | $630.1M | $571M | $59.1M | 5 | 14 |
| Mar 2025 | $630.1M | $571M | $59.1M | 5 | 14 |
| Nov 2024 | $582.7M | $502.7M | $80M | 5 | 6 |
| Sep 2024 | $582.7M | $502.7M | $80M | 6 | 6 |
| Mar 2024 | $582.7M | $502.7M | $80M | 5 | 6 |
| Jun 2023 | $433.7M | $260.7M | $173M | 5 | 8 |
| Mar 2023 | $433.7M | $260.7M | $173M | 5 | 8 |
| Feb 2023 | $438.5M | $0 | $438.5M | 4 | 5 |
| Apr 2022 | $438.5M | $0 | $438.5M | 4 | 5 |
| Mar 2022 | $438.5M | $0 | $438.5M | 4 | 5 |
| Jul 2021 | $369.5M | $0 | $369.5M | 4 | 7 |
| Mar 2021 | $369.5M | $0 | $369.5M | 4 | 7 |
| Jun 2020 | $338M | $0 | $338M | 4 | 6 |
| Mar 2020 | $338M | $0 | $338M | 4 | 6 |
| Feb 2020 | $300.6M | $0 | $300.6M | 4 | 6 |
| Nov 2019 | $300.6M | $0 | $300.6M | 4 | 6 |
| Oct 2019 | $300.6M | $0 | $300.6M | 4 | 6 |
| Sep 2019 | $300.6M | $0 | $300.6M | 4 | 6 |
| Mar 2019 | $300.6M | $0 | $300.6M | 4 | 6 |
| Mar 2019 | $300.6M | $0 | $300.6M | 4 | 6 |
| Mar 2018 | $323.5M | $0 | $323.5M | 4 | 10 |
| Mar 2017 | $266.4M | $0 | $266.4M | 4 | 200 |
| Mar 2016 | $229.5M | $0 | $229.5M | 4 | 141 |
| Nov 2015 | $219.4M | $0 | $219.4M | 4 | 133 |
| Mar 2015 | $219.4M | $0 | $219.4M | 4 | 133 |
| Mar 2014 | $197M | $0 | $197M | 4 | 122 |
| Mar 2013 | $142.3M | $0 | $142.3M | 4 | 112 |
| Mar 2012 | $126.4M | $0 | $126.4M | 1 | 112 |
| Jan 2010 | $91M | $0 | $91M | 5 | -- |
| Oct 2009 | $110.5M | $0 | $110.5M | 5 | -- |
| Feb 2009 | $144.9M | $0 | $144.9M | 5 | -- |
| Feb 2007 | $173.1M | $0 | $173.1M | 5 | -- |
| Jan 2006 | $140.7M | $0 | $140.7M | 5 | -- |
| Feb 2005 | $106.5M | $0 | $106.5M | 5 | -- |
DateDec 2025
Total AUM$630.1M
Discretionary$571M
Non-Disc.$59.1M
Employees6
Clients14
DateDec 2025
Total AUM$630.1M
Discretionary$571M
Non-Disc.$59.1M
Employees6
Clients14
DateMay 2025
Total AUM$630.1M
Discretionary$571M
Non-Disc.$59.1M
Employees5
Clients14
DateMar 2025
Total AUM$630.1M
Discretionary$571M
Non-Disc.$59.1M
Employees5
Clients14
DateNov 2024
Total AUM$582.7M
Discretionary$502.7M
Non-Disc.$80M
Employees5
Clients6
DateSep 2024
Total AUM$582.7M
Discretionary$502.7M
Non-Disc.$80M
Employees6
Clients6
DateMar 2024
Total AUM$582.7M
Discretionary$502.7M
Non-Disc.$80M
Employees5
Clients6
DateJun 2023
Total AUM$433.7M
Discretionary$260.7M
Non-Disc.$173M
Employees5
Clients8
DateMar 2023
Total AUM$433.7M
Discretionary$260.7M
Non-Disc.$173M
Employees5
Clients8
DateFeb 2023
Total AUM$438.5M
Discretionary$0
Non-Disc.$438.5M
Employees4
Clients5
DateApr 2022
Total AUM$438.5M
Discretionary$0
Non-Disc.$438.5M
Employees4
Clients5
DateMar 2022
Total AUM$438.5M
Discretionary$0
Non-Disc.$438.5M
Employees4
Clients5
DateJul 2021
Total AUM$369.5M
Discretionary$0
Non-Disc.$369.5M
Employees4
Clients7
DateMar 2021
Total AUM$369.5M
Discretionary$0
Non-Disc.$369.5M
Employees4
Clients7
DateJun 2020
Total AUM$338M
Discretionary$0
Non-Disc.$338M
Employees4
Clients6
DateMar 2020
Total AUM$338M
Discretionary$0
Non-Disc.$338M
Employees4
Clients6
DateFeb 2020
Total AUM$300.6M
Discretionary$0
Non-Disc.$300.6M
Employees4
Clients6
DateNov 2019
Total AUM$300.6M
Discretionary$0
Non-Disc.$300.6M
Employees4
Clients6
DateOct 2019
Total AUM$300.6M
Discretionary$0
Non-Disc.$300.6M
Employees4
Clients6
DateSep 2019
Total AUM$300.6M
Discretionary$0
Non-Disc.$300.6M
Employees4
Clients6
DateMar 2019
Total AUM$300.6M
Discretionary$0
Non-Disc.$300.6M
Employees4
Clients6
DateMar 2019
Total AUM$300.6M
Discretionary$0
Non-Disc.$300.6M
Employees4
Clients6
DateMar 2018
Total AUM$323.5M
Discretionary$0
Non-Disc.$323.5M
Employees4
Clients10
DateMar 2017
Total AUM$266.4M
Discretionary$0
Non-Disc.$266.4M
Employees4
Clients200
DateMar 2016
Total AUM$229.5M
Discretionary$0
Non-Disc.$229.5M
Employees4
Clients141
DateNov 2015
Total AUM$219.4M
Discretionary$0
Non-Disc.$219.4M
Employees4
Clients133
DateMar 2015
Total AUM$219.4M
Discretionary$0
Non-Disc.$219.4M
Employees4
Clients133
DateMar 2014
Total AUM$197M
Discretionary$0
Non-Disc.$197M
Employees4
Clients122
DateMar 2013
Total AUM$142.3M
Discretionary$0
Non-Disc.$142.3M
Employees4
Clients112
DateMar 2012
Total AUM$126.4M
Discretionary$0
Non-Disc.$126.4M
Employees1
Clients112
DateJan 2010
Total AUM$91M
Discretionary$0
Non-Disc.$91M
Employees5
Clients--
DateOct 2009
Total AUM$110.5M
Discretionary$0
Non-Disc.$110.5M
Employees5
Clients--
DateFeb 2009
Total AUM$144.9M
Discretionary$0
Non-Disc.$144.9M
Employees5
Clients--
DateFeb 2007
Total AUM$173.1M
Discretionary$0
Non-Disc.$173.1M
Employees5
Clients--
DateJan 2006
Total AUM$140.7M
Discretionary$0
Non-Disc.$140.7M
Employees5
Clients--
DateFeb 2005
Total AUM$106.5M
Discretionary$0
Non-Disc.$106.5M
Employees5
Clients--