SLOCUM GORDON & CO LLP
Legal name: SLOCUM, GORDON & CO. LLP
CRD #104929 SEC #801-14301 NEWPORT, RI 401-849-4900
SEC Registered
Total AUM
$225.2M
Discretionary
$225.2M
Employees
6
Clients
0
Accounts
267
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $225.2M | $225.2M | $0 | 6 | 0 |
| Oct 2025 | $225.2M | $225.2M | $0 | 6 | 0 |
| Apr 2025 | $225.2M | $225.2M | $0 | 6 | 0 |
| Mar 2025 | $225.2M | $225.2M | $0 | 6 | 0 |
| Mar 2024 | $215.8M | $215.8M | $0 | 6 | 0 |
| Mar 2023 | $241.3M | $241.3M | $0 | 5 | 0 |
| Mar 2022 | $263.4M | $263.4M | $0 | 6 | 0 |
| Mar 2021 | $236.2M | $236.2M | $0 | 6 | 0 |
| Jun 2020 | $232.4M | $232.4M | $0 | 6 | 0 |
| Mar 2020 | $232.4M | $232.4M | $0 | 6 | 0 |
| Mar 2019 | $219.3M | $219.3M | $0 | 6 | 0 |
| Mar 2018 | $228.1M | $228.1M | $0 | 6 | 0 |
| Mar 2017 | $232.5M | $232.5M | $0 | 6 | 200 |
| Mar 2016 | $232M | $232M | $0 | 7 | 200 |
| Mar 2015 | $235.4M | $235.4M | $0 | 6 | 200 |
| Mar 2014 | $213.3M | $213.3M | $0 | 6 | 200 |
| Mar 2013 | $180.7M | $180.7M | $0 | 6 | 200 |
| Mar 2012 | $157.6M | $157.1M | $500K | 1 | 200 |
| Mar 2011 | $147.3M | $147.3M | $0 | 5 | -- |
| Apr 2010 | $135.3M | $135.3M | $0 | 5 | -- |
| Mar 2007 | $105.2M | $105.2M | $0 | 5 | -- |
| Apr 2002 | $127.6M | $127.6M | $0 | 10 | -- |
DateDec 2025
Total AUM$225.2M
Discretionary$225.2M
Non-Disc.$0
Employees6
Clients0
DateOct 2025
Total AUM$225.2M
Discretionary$225.2M
Non-Disc.$0
Employees6
Clients0
DateApr 2025
Total AUM$225.2M
Discretionary$225.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$225.2M
Discretionary$225.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$215.8M
Discretionary$215.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$241.3M
Discretionary$241.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$263.4M
Discretionary$263.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$236.2M
Discretionary$236.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$232.4M
Discretionary$232.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$232.4M
Discretionary$232.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$219.3M
Discretionary$219.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$228.1M
Discretionary$228.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$232.5M
Discretionary$232.5M
Non-Disc.$0
Employees6
Clients200
DateMar 2016
Total AUM$232M
Discretionary$232M
Non-Disc.$0
Employees7
Clients200
DateMar 2015
Total AUM$235.4M
Discretionary$235.4M
Non-Disc.$0
Employees6
Clients200
DateMar 2014
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees6
Clients200
DateMar 2013
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$157.6M
Discretionary$157.1M
Non-Disc.$500K
Employees1
Clients200
DateMar 2011
Total AUM$147.3M
Discretionary$147.3M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$105.2M
Discretionary$105.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$127.6M
Discretionary$127.6M
Non-Disc.$0
Employees10
Clients--