NEVILLE, RODIE & SHAW INC
CRD #104969 SEC #801-4148 NEW YORK, NY 212-725-1440
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
13
Clients
--
Accounts
813
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $1.9B | $1.9B | $46.7M | 13 | 0 |
| Jan 2024 | $1.6B | $1.6B | $36.7M | 13 | 0 |
| Jan 2023 | $1.6B | $1.5B | $134.3M | 13 | 0 |
| Sep 2022 | $1.9B | $1.7B | $151.9M | 13 | 0 |
| Aug 2022 | $1.9B | $1.7B | $151.9M | 14 | 0 |
| Jan 2022 | $1.9B | $1.7B | $151.9M | 14 | 0 |
| Jan 2022 | $1.9B | $1.7B | $151.9M | 14 | 0 |
| May 2021 | $1.5B | $1.4B | $124.1M | 14 | 0 |
| Jan 2021 | $1.5B | $1.4B | $124.1M | 14 | 0 |
| May 2020 | $1.5B | $1.3B | $129.3M | 14 | 0 |
| Jan 2020 | $1.5B | $1.3B | $129.3M | 14 | 0 |
| Jan 2019 | $1.4B | $1.2B | $173.8M | 14 | 0 |
| Jul 2018 | $1.3B | $1.2B | $172.6M | 16 | 0 |
| Jan 2018 | $1.3B | $1.2B | $172.6M | 16 | 0 |
| Jan 2017 | $1.3B | $1.1B | $160.8M | 19 | 400 |
| Jan 2016 | $1.4B | $1.2B | $158.6M | 19 | 400 |
| Apr 2015 | $1.5B | $1.3B | $175.6M | 17 | 400 |
| Jan 2015 | $1.5B | $1.3B | $175.6M | 17 | 400 |
| Oct 2014 | $1.4B | $1.3B | $79.6M | 18 | 400 |
| Sep 2014 | $1.4B | $1.3B | $79.6M | 18 | 400 |
| Apr 2014 | $1.4B | $1.3B | $79.6M | 18 | 400 |
| Mar 2014 | $1.4B | $1.3B | $79.6M | 18 | 400 |
| Feb 2014 | $1.4B | $1.3B | $79.6M | 18 | 400 |
| Jan 2014 | $1.4B | $1.3B | $79.6M | 18 | 400 |
| Jun 2013 | $1.3B | $1.2B | $72.8M | 18 | 300 |
| Mar 2013 | $1.3B | $1.2B | $72.8M | 20 | 300 |
| Jan 2013 | $1.3B | $1.2B | $72.8M | 20 | 300 |
| Apr 2012 | $1.2B | $1.1B | $62.2M | 11 | 300 |
| Jan 2012 | $1.2B | $1.1B | $62.2M | 11 | 300 |
| Dec 2011 | $1.2B | $1.1B | $62.2M | 11 | 300 |
| Apr 2011 | $1.2B | $1.1B | $64.2M | -- | -- |
| Dec 2010 | $1.2B | $1.1B | $64.2M | -- | -- |
| Mar 2008 | $1.6B | $1.5B | $105.3M | -- | -- |
| Nov 2007 | $1.6B | $1.5B | $105.3M | -- | -- |
| Jan 2007 | $1.4B | $1.3B | $109.6M | -- | -- |
| Dec 2005 | $1.3B | $1.2B | $102.2M | -- | -- |
| Jan 2005 | $1.2B | $1.1B | $106.9M | -- | -- |
| Jul 2004 | $1.3B | $1.2B | $111.2M | -- | -- |
| Apr 2004 | $1.3B | $1.2B | $111.2M | -- | -- |
DateJan 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$46.7M
Employees13
Clients0
DateJan 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$36.7M
Employees13
Clients0
DateJan 2023
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$134.3M
Employees13
Clients0
DateSep 2022
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$151.9M
Employees13
Clients0
DateAug 2022
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$151.9M
Employees14
Clients0
DateJan 2022
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$151.9M
Employees14
Clients0
DateJan 2022
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$151.9M
Employees14
Clients0
DateMay 2021
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$124.1M
Employees14
Clients0
DateJan 2021
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$124.1M
Employees14
Clients0
DateMay 2020
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$129.3M
Employees14
Clients0
DateJan 2020
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$129.3M
Employees14
Clients0
DateJan 2019
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$173.8M
Employees14
Clients0
DateJul 2018
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$172.6M
Employees16
Clients0
DateJan 2018
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$172.6M
Employees16
Clients0
DateJan 2017
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$160.8M
Employees19
Clients400
DateJan 2016
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$158.6M
Employees19
Clients400
DateApr 2015
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$175.6M
Employees17
Clients400
DateJan 2015
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$175.6M
Employees17
Clients400
DateOct 2014
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$79.6M
Employees18
Clients400
DateSep 2014
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$79.6M
Employees18
Clients400
DateApr 2014
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$79.6M
Employees18
Clients400
DateMar 2014
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$79.6M
Employees18
Clients400
DateFeb 2014
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$79.6M
Employees18
Clients400
DateJan 2014
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$79.6M
Employees18
Clients400
DateJun 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$72.8M
Employees18
Clients300
DateMar 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$72.8M
Employees20
Clients300
DateJan 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$72.8M
Employees20
Clients300
DateApr 2012
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$62.2M
Employees11
Clients300
DateJan 2012
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$62.2M
Employees11
Clients300
DateDec 2011
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$62.2M
Employees11
Clients300
DateApr 2011
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$64.2M
Employees--
Clients--
DateDec 2010
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$64.2M
Employees--
Clients--
DateMar 2008
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$105.3M
Employees--
Clients--
DateNov 2007
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$105.3M
Employees--
Clients--
DateJan 2007
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$109.6M
Employees--
Clients--
DateDec 2005
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$102.2M
Employees--
Clients--
DateJan 2005
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$106.9M
Employees--
Clients--
DateJul 2004
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$111.2M
Employees--
Clients--
DateApr 2004
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$111.2M
Employees--
Clients--