CHARLES PRATT & COMPANY, L.L.C.
CRD #104864 SEC #801-20651 NEW YORK, NY 212-867-4444
SEC Registered Private Funds Disclosures
Total AUM
$876.8M
Discretionary
$844.3M
Employees
9
Clients
10
Accounts
567
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $876.8M | $844.3M | $32.5M | 9 | 0 |
| Mar 2025 | $876.8M | $844.3M | $32.5M | 9 | 0 |
| Aug 2024 | $777.8M | $746.6M | $31.2M | 9 | 0 |
| Mar 2024 | $777.8M | $746.6M | $31.2M | 9 | 0 |
| Apr 2023 | $687.5M | $593.2M | $94.3M | 9 | 0 |
| Mar 2023 | $687.5M | $593.2M | $94.3M | 9 | 0 |
| Sep 2022 | $894.9M | $777.5M | $117.4M | 9 | 0 |
| Jun 2022 | $894.9M | $777.5M | $117.4M | 9 | 0 |
| Mar 2022 | $894.9M | $777.5M | $117.4M | 9 | 0 |
| Mar 2022 | $894.9M | $777.5M | $117.4M | 9 | 0 |
| Dec 2021 | $805M | $625.2M | $179.8M | 10 | 0 |
| Dec 2021 | $805M | $625.2M | $179.8M | 10 | 0 |
| Sep 2021 | $805M | $625.2M | $179.8M | 10 | 0 |
| Mar 2021 | $805M | $625.2M | $179.8M | 10 | 0 |
| Mar 2021 | $805M | $625.2M | $179.8M | 10 | 0 |
| Jun 2020 | $724.5M | $565.2M | $159.3M | 10 | 0 |
| May 2020 | $724.5M | $565.2M | $159.3M | 10 | 0 |
| Mar 2019 | $617.6M | $478.3M | $139.3M | 10 | 0 |
| Jun 2018 | $661.5M | $500.7M | $160.8M | 10 | 0 |
| Mar 2018 | $661.5M | $500.7M | $160.8M | 10 | 0 |
| Mar 2017 | $406.3M | $210.8M | $195.6M | 10 | 200 |
| Mar 2016 | $397.5M | $202.2M | $195.4M | 10 | 200 |
| Mar 2015 | $437.4M | $214.6M | $222.8M | 10 | 200 |
| May 2014 | $467.8M | $215.9M | $251.9M | 10 | 200 |
| Mar 2014 | $467.8M | $215.9M | $251.9M | 10 | 200 |
| Mar 2013 | $401.9M | $183.1M | $218.8M | 10 | 300 |
| Mar 2012 | $388.4M | $168.6M | $219.8M | 6 | 300 |
| Apr 2011 | $404M | $168M | $236M | 10 | -- |
| Mar 2010 | $275.2M | $199M | $76.2M | 10 | -- |
| Mar 2009 | $273.8M | $204.7M | $69.1M | -- | -- |
| Mar 2007 | $387.1M | $309.7M | $77.5M | -- | -- |
| Mar 2006 | $381M | $306M | $75M | -- | -- |
| Mar 2004 | $385.2M | $66M | $319.2M | -- | -- |
| Apr 2002 | $461M | $50.8M | $410.2M | -- | -- |
| Jun 2001 | $530M | $56.3M | $473.7M | -- | -- |
| May 2001 | $530M | $56.3M | $473.7M | -- | -- |
DateMay 2025
Total AUM$876.8M
Discretionary$844.3M
Non-Disc.$32.5M
Employees9
Clients0
DateMar 2025
Total AUM$876.8M
Discretionary$844.3M
Non-Disc.$32.5M
Employees9
Clients0
DateAug 2024
Total AUM$777.8M
Discretionary$746.6M
Non-Disc.$31.2M
Employees9
Clients0
DateMar 2024
Total AUM$777.8M
Discretionary$746.6M
Non-Disc.$31.2M
Employees9
Clients0
DateApr 2023
Total AUM$687.5M
Discretionary$593.2M
Non-Disc.$94.3M
Employees9
Clients0
DateMar 2023
Total AUM$687.5M
Discretionary$593.2M
Non-Disc.$94.3M
Employees9
Clients0
DateSep 2022
Total AUM$894.9M
Discretionary$777.5M
Non-Disc.$117.4M
Employees9
Clients0
DateJun 2022
Total AUM$894.9M
Discretionary$777.5M
Non-Disc.$117.4M
Employees9
Clients0
DateMar 2022
Total AUM$894.9M
Discretionary$777.5M
Non-Disc.$117.4M
Employees9
Clients0
DateMar 2022
Total AUM$894.9M
Discretionary$777.5M
Non-Disc.$117.4M
Employees9
Clients0
DateDec 2021
Total AUM$805M
Discretionary$625.2M
Non-Disc.$179.8M
Employees10
Clients0
DateDec 2021
Total AUM$805M
Discretionary$625.2M
Non-Disc.$179.8M
Employees10
Clients0
DateSep 2021
Total AUM$805M
Discretionary$625.2M
Non-Disc.$179.8M
Employees10
Clients0
DateMar 2021
Total AUM$805M
Discretionary$625.2M
Non-Disc.$179.8M
Employees10
Clients0
DateMar 2021
Total AUM$805M
Discretionary$625.2M
Non-Disc.$179.8M
Employees10
Clients0
DateJun 2020
Total AUM$724.5M
Discretionary$565.2M
Non-Disc.$159.3M
Employees10
Clients0
DateMay 2020
Total AUM$724.5M
Discretionary$565.2M
Non-Disc.$159.3M
Employees10
Clients0
DateMar 2019
Total AUM$617.6M
Discretionary$478.3M
Non-Disc.$139.3M
Employees10
Clients0
DateJun 2018
Total AUM$661.5M
Discretionary$500.7M
Non-Disc.$160.8M
Employees10
Clients0
DateMar 2018
Total AUM$661.5M
Discretionary$500.7M
Non-Disc.$160.8M
Employees10
Clients0
DateMar 2017
Total AUM$406.3M
Discretionary$210.8M
Non-Disc.$195.6M
Employees10
Clients200
DateMar 2016
Total AUM$397.5M
Discretionary$202.2M
Non-Disc.$195.4M
Employees10
Clients200
DateMar 2015
Total AUM$437.4M
Discretionary$214.6M
Non-Disc.$222.8M
Employees10
Clients200
DateMay 2014
Total AUM$467.8M
Discretionary$215.9M
Non-Disc.$251.9M
Employees10
Clients200
DateMar 2014
Total AUM$467.8M
Discretionary$215.9M
Non-Disc.$251.9M
Employees10
Clients200
DateMar 2013
Total AUM$401.9M
Discretionary$183.1M
Non-Disc.$218.8M
Employees10
Clients300
DateMar 2012
Total AUM$388.4M
Discretionary$168.6M
Non-Disc.$219.8M
Employees6
Clients300
DateApr 2011
Total AUM$404M
Discretionary$168M
Non-Disc.$236M
Employees10
Clients--
DateMar 2010
Total AUM$275.2M
Discretionary$199M
Non-Disc.$76.2M
Employees10
Clients--
DateMar 2009
Total AUM$273.8M
Discretionary$204.7M
Non-Disc.$69.1M
Employees--
Clients--
DateMar 2007
Total AUM$387.1M
Discretionary$309.7M
Non-Disc.$77.5M
Employees--
Clients--
DateMar 2006
Total AUM$381M
Discretionary$306M
Non-Disc.$75M
Employees--
Clients--
DateMar 2004
Total AUM$385.2M
Discretionary$66M
Non-Disc.$319.2M
Employees--
Clients--
DateApr 2002
Total AUM$461M
Discretionary$50.8M
Non-Disc.$410.2M
Employees--
Clients--
DateJun 2001
Total AUM$530M
Discretionary$56.3M
Non-Disc.$473.7M
Employees--
Clients--
DateMay 2001
Total AUM$530M
Discretionary$56.3M
Non-Disc.$473.7M
Employees--
Clients--