FELL CAPITAL MANAGEMENT
CRD #104986 SEC #801-34774 NEWPORT BEACH, CA 949-476-5056
SEC Registered
Total AUM
$175M
Discretionary
$175M
Employees
1
Clients
0
Accounts
210
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $175M | $175M | $0 | 1 | 0 |
| Mar 2025 | $175M | $175M | $0 | 2 | 0 |
| Mar 2024 | $164M | $164M | $0 | 2 | 0 |
| Mar 2023 | $141.5M | $141.5M | $0 | 2 | 0 |
| Mar 2022 | $165M | $165M | $0 | 2 | 0 |
| Mar 2021 | $150.7M | $150.7M | $0 | 2 | 0 |
| Jun 2020 | $140.7M | $140.7M | $0 | 2 | 0 |
| Mar 2020 | $140.7M | $140.7M | $0 | 2 | 0 |
| Mar 2019 | $140M | $140M | $0 | 2 | 0 |
| Mar 2018 | $161.7M | $161.7M | $0 | 2 | 0 |
| Mar 2017 | $123.1M | $123.1M | $0 | 2 | 26 |
| Mar 2016 | $120.5M | $120.5M | $0 | 2 | 26 |
| Sep 2015 | $115.6M | $115.6M | $0 | 2 | 26 |
| Sep 2015 | $115.6M | $115.6M | $0 | 2 | 26 |
| Sep 2015 | $115.6M | $115.6M | $0 | 2 | 26 |
| Mar 2015 | $115.6M | $115.6M | $0 | 2 | 26 |
| Apr 2014 | $110.8M | $110.8M | $0 | 2 | 26 |
| Apr 2013 | $115.3M | $115.3M | $0 | 2 | 26 |
| Mar 2012 | $106.2M | $106.2M | $0 | 1 | 26 |
| Apr 2011 | $112.9M | $112.9M | $0 | 5 | -- |
| Apr 2010 | $95M | $95M | $0 | 5 | -- |
| Mar 2009 | $85.5M | $85.5M | $0 | 5 | -- |
| Mar 2008 | $108.1M | $108.1M | $0 | 5 | -- |
| Mar 2007 | $94.5M | $94.5M | $0 | 5 | -- |
| Mar 2006 | $85.7M | $85.7M | $0 | 5 | -- |
| Jan 2005 | $78M | $78M | $0 | 5 | -- |
| Apr 2002 | $80.7M | $80.7M | $0 | 5 | -- |
DateNov 2025
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$164M
Discretionary$164M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$141.5M
Discretionary$141.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$150.7M
Discretionary$150.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$161.7M
Discretionary$161.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees2
Clients26
DateMar 2016
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees2
Clients26
DateSep 2015
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees2
Clients26
DateSep 2015
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees2
Clients26
DateSep 2015
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees2
Clients26
DateMar 2015
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees2
Clients26
DateApr 2014
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees2
Clients26
DateApr 2013
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees2
Clients26
DateMar 2012
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$85.5M
Discretionary$85.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$108.1M
Discretionary$108.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$94.5M
Discretionary$94.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$78M
Discretionary$78M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$80.7M
Discretionary$80.7M
Non-Disc.$0
Employees5
Clients--