BEATON MANAGEMENT CO INC
CRD #104728 SEC #801-22549 HAVERHILL, MA 978-372-3008
SEC Registered
Total AUM
$394.4M
Discretionary
$381.6M
Employees
2
Clients
0
Accounts
145
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $394.4M | $381.6M | $12.8M | 2 | 0 |
| Mar 2024 | $346M | $336.8M | $9.2M | 2 | 0 |
| Mar 2023 | $306M | $294.8M | $11.3M | 2 | 0 |
| Mar 2022 | $330M | $316.4M | $13.6M | 2 | 0 |
| Mar 2021 | $273.8M | $267.6M | $6.2M | 2 | 0 |
| Jun 2020 | $249.6M | $244.1M | $5.5M | 2 | 0 |
| Mar 2020 | $249.6M | $244.1M | $5.5M | 2 | 0 |
| Mar 2019 | $198.6M | $192.9M | $5.7M | 2 | 0 |
| Mar 2018 | $217.3M | $212M | $5.3M | 2 | 0 |
| Mar 2017 | $197M | $191M | $6M | 2 | 100 |
| Mar 2016 | $184.7M | $180M | $4.7M | 2 | 100 |
| Mar 2015 | $189.7M | $184.7M | $5M | 2 | 100 |
| Mar 2015 | $189.7M | $184.7M | $5M | 2 | 100 |
| Mar 2014 | $180.6M | $175.7M | $4.8M | 2 | 100 |
| Apr 2013 | $155.9M | $149.5M | $6.4M | 2 | 130 |
| Apr 2012 | $148.1M | $142.4M | $5.7M | 1 | 130 |
| Mar 2011 | $144.5M | $131.6M | $13M | 5 | -- |
| Apr 2010 | $134.3M | $120.2M | $14.1M | 5 | -- |
| Mar 2007 | $144.1M | $120.1M | $24M | 5 | -- |
| Sep 2005 | $122.4M | $105.4M | $17M | 5 | -- |
| Apr 2004 | $114.5M | $98.6M | $15.9M | 5 | -- |
| Mar 2002 | $112.8M | $96.1M | $16.6M | 5 | -- |
DateMar 2025
Total AUM$394.4M
Discretionary$381.6M
Non-Disc.$12.8M
Employees2
Clients0
DateMar 2024
Total AUM$346M
Discretionary$336.8M
Non-Disc.$9.2M
Employees2
Clients0
DateMar 2023
Total AUM$306M
Discretionary$294.8M
Non-Disc.$11.3M
Employees2
Clients0
DateMar 2022
Total AUM$330M
Discretionary$316.4M
Non-Disc.$13.6M
Employees2
Clients0
DateMar 2021
Total AUM$273.8M
Discretionary$267.6M
Non-Disc.$6.2M
Employees2
Clients0
DateJun 2020
Total AUM$249.6M
Discretionary$244.1M
Non-Disc.$5.5M
Employees2
Clients0
DateMar 2020
Total AUM$249.6M
Discretionary$244.1M
Non-Disc.$5.5M
Employees2
Clients0
DateMar 2019
Total AUM$198.6M
Discretionary$192.9M
Non-Disc.$5.7M
Employees2
Clients0
DateMar 2018
Total AUM$217.3M
Discretionary$212M
Non-Disc.$5.3M
Employees2
Clients0
DateMar 2017
Total AUM$197M
Discretionary$191M
Non-Disc.$6M
Employees2
Clients100
DateMar 2016
Total AUM$184.7M
Discretionary$180M
Non-Disc.$4.7M
Employees2
Clients100
DateMar 2015
Total AUM$189.7M
Discretionary$184.7M
Non-Disc.$5M
Employees2
Clients100
DateMar 2015
Total AUM$189.7M
Discretionary$184.7M
Non-Disc.$5M
Employees2
Clients100
DateMar 2014
Total AUM$180.6M
Discretionary$175.7M
Non-Disc.$4.8M
Employees2
Clients100
DateApr 2013
Total AUM$155.9M
Discretionary$149.5M
Non-Disc.$6.4M
Employees2
Clients130
DateApr 2012
Total AUM$148.1M
Discretionary$142.4M
Non-Disc.$5.7M
Employees1
Clients130
DateMar 2011
Total AUM$144.5M
Discretionary$131.6M
Non-Disc.$13M
Employees5
Clients--
DateApr 2010
Total AUM$134.3M
Discretionary$120.2M
Non-Disc.$14.1M
Employees5
Clients--
DateMar 2007
Total AUM$144.1M
Discretionary$120.1M
Non-Disc.$24M
Employees5
Clients--
DateSep 2005
Total AUM$122.4M
Discretionary$105.4M
Non-Disc.$17M
Employees5
Clients--
DateApr 2004
Total AUM$114.5M
Discretionary$98.6M
Non-Disc.$15.9M
Employees5
Clients--
DateMar 2002
Total AUM$112.8M
Discretionary$96.1M
Non-Disc.$16.6M
Employees5
Clients--