PASSPORT RESEARCH, LTD.
CRD #105139 SEC #801-16217 ST. LOUIS, MO (314) 515-2000
SEC Registered
Total AUM
$34.2B
Discretionary
$34.2B
Employees
121
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $35.7B | $35.7B | $0 | 136 | 0 |
| Jan 2022 | $34.2B | $34.2B | $0 | 121 | 0 |
| Aug 2021 | $34.2B | $34.2B | $0 | 121 | 0 |
| Jul 2021 | $34.2B | $34.2B | $0 | 121 | 0 |
| Mar 2021 | $34.2B | $34.2B | $0 | 121 | 0 |
| Dec 2020 | $30B | $30B | $0 | 109 | 0 |
| Mar 2020 | $30B | $30B | $0 | 109 | 0 |
| Feb 2020 | $29.2B | $29.2B | $0 | 101 | 0 |
| Jan 2020 | $29.2B | $29.2B | $0 | 101 | 0 |
| Jan 2020 | $29.2B | $29.2B | $0 | 101 | 0 |
| Apr 2019 | $29.2B | $29.2B | $0 | 101 | 0 |
| Mar 2019 | $29.2B | $29.2B | $0 | 101 | 0 |
| Sep 2018 | $22.8B | $22.8B | $0 | 92 | 0 |
| Mar 2018 | $22.8B | $22.8B | $0 | 92 | 0 |
| Nov 2017 | $21B | $21B | $0 | 81 | 0 |
| Mar 2017 | $21B | $21B | $0 | 81 | 1 |
| Feb 2017 | $18.9B | $18.9B | $0 | 19 | 1 |
| Nov 2016 | $18.9B | $18.9B | $0 | 19 | 1 |
| Mar 2016 | $18.9B | $18.9B | $0 | 19 | 1 |
| Jul 2015 | $18.6B | $18.6B | $0 | 19 | 1 |
| Mar 2015 | $18.6B | $18.6B | $0 | 19 | 1 |
| Apr 2014 | $18.7B | $18.7B | $0 | 21 | 1 |
| Mar 2013 | $19.3B | $19.3B | $0 | 21 | 1 |
| Jul 2012 | $18B | $18B | $0 | 11 | 1 |
| May 2012 | $18B | $18B | $0 | 11 | 1 |
| Mar 2012 | $18B | $18B | $0 | 11 | 1 |
| Mar 2011 | $18.2B | $18.2B | $0 | -- | -- |
| Dec 2010 | $20.3B | $20.3B | $0 | -- | -- |
| Sep 2010 | $20.3B | $20.3B | $0 | -- | -- |
| Aug 2010 | $20.3B | $20.3B | $0 | -- | -- |
| Jul 2010 | $20.3B | $20.3B | $0 | -- | -- |
| May 2010 | $20.3B | $20.3B | $0 | -- | -- |
| Apr 2010 | $20.3B | $20.3B | $0 | -- | -- |
| Mar 2008 | $20.4B | $20.4B | $0 | 10 | -- |
| Apr 2007 | $15.7B | $15.7B | $0 | 10 | -- |
| Mar 2007 | $15.7B | $15.7B | $0 | 10 | -- |
| Jan 2007 | $11.2B | $11.2B | $0 | 51 | -- |
| Feb 2006 | $9.7B | $9.7B | $0 | 5 | -- |
| Dec 2005 | $9.7B | $9.7B | $0 | 5 | -- |
| Sep 2004 | $10.3B | $10.3B | $0 | 5 | -- |
| May 2004 | $10.3B | $10.3B | $0 | 5 | -- |
| Mar 2004 | $10.3B | $10.3B | $0 | 5 | -- |
| Nov 2003 | $11.5B | $11.5B | $0 | 51 | -- |
| Mar 2002 | $121B | $121B | $0 | 51 | -- |
| Oct 2001 | $11.2B | $11.2B | $0 | 51 | -- |
| Jul 2001 | $11.2B | $11.2B | $0 | 51 | -- |
DateMar 2022
Total AUM$35.7B
Discretionary$35.7B
Non-Disc.$0
Employees136
Clients0
DateJan 2022
Total AUM$34.2B
Discretionary$34.2B
Non-Disc.$0
Employees121
Clients0
DateAug 2021
Total AUM$34.2B
Discretionary$34.2B
Non-Disc.$0
Employees121
Clients0
DateJul 2021
Total AUM$34.2B
Discretionary$34.2B
Non-Disc.$0
Employees121
Clients0
DateMar 2021
Total AUM$34.2B
Discretionary$34.2B
Non-Disc.$0
Employees121
Clients0
DateDec 2020
Total AUM$30B
Discretionary$30B
Non-Disc.$0
Employees109
Clients0
DateMar 2020
Total AUM$30B
Discretionary$30B
Non-Disc.$0
Employees109
Clients0
DateFeb 2020
Total AUM$29.2B
Discretionary$29.2B
Non-Disc.$0
Employees101
Clients0
DateJan 2020
Total AUM$29.2B
Discretionary$29.2B
Non-Disc.$0
Employees101
Clients0
DateJan 2020
Total AUM$29.2B
Discretionary$29.2B
Non-Disc.$0
Employees101
Clients0
DateApr 2019
Total AUM$29.2B
Discretionary$29.2B
Non-Disc.$0
Employees101
Clients0
DateMar 2019
Total AUM$29.2B
Discretionary$29.2B
Non-Disc.$0
Employees101
Clients0
DateSep 2018
Total AUM$22.8B
Discretionary$22.8B
Non-Disc.$0
Employees92
Clients0
DateMar 2018
Total AUM$22.8B
Discretionary$22.8B
Non-Disc.$0
Employees92
Clients0
DateNov 2017
Total AUM$21B
Discretionary$21B
Non-Disc.$0
Employees81
Clients0
DateMar 2017
Total AUM$21B
Discretionary$21B
Non-Disc.$0
Employees81
Clients1
DateFeb 2017
Total AUM$18.9B
Discretionary$18.9B
Non-Disc.$0
Employees19
Clients1
DateNov 2016
Total AUM$18.9B
Discretionary$18.9B
Non-Disc.$0
Employees19
Clients1
DateMar 2016
Total AUM$18.9B
Discretionary$18.9B
Non-Disc.$0
Employees19
Clients1
DateJul 2015
Total AUM$18.6B
Discretionary$18.6B
Non-Disc.$0
Employees19
Clients1
DateMar 2015
Total AUM$18.6B
Discretionary$18.6B
Non-Disc.$0
Employees19
Clients1
DateApr 2014
Total AUM$18.7B
Discretionary$18.7B
Non-Disc.$0
Employees21
Clients1
DateMar 2013
Total AUM$19.3B
Discretionary$19.3B
Non-Disc.$0
Employees21
Clients1
DateJul 2012
Total AUM$18B
Discretionary$18B
Non-Disc.$0
Employees11
Clients1
DateMay 2012
Total AUM$18B
Discretionary$18B
Non-Disc.$0
Employees11
Clients1
DateMar 2012
Total AUM$18B
Discretionary$18B
Non-Disc.$0
Employees11
Clients1
DateMar 2011
Total AUM$18.2B
Discretionary$18.2B
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$20.3B
Discretionary$20.3B
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$20.3B
Discretionary$20.3B
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$20.3B
Discretionary$20.3B
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$20.3B
Discretionary$20.3B
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$20.3B
Discretionary$20.3B
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$20.3B
Discretionary$20.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$20.4B
Discretionary$20.4B
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$15.7B
Discretionary$15.7B
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$15.7B
Discretionary$15.7B
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$11.2B
Discretionary$11.2B
Non-Disc.$0
Employees51
Clients--
DateFeb 2006
Total AUM$9.7B
Discretionary$9.7B
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$9.7B
Discretionary$9.7B
Non-Disc.$0
Employees5
Clients--
DateSep 2004
Total AUM$10.3B
Discretionary$10.3B
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$10.3B
Discretionary$10.3B
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$10.3B
Discretionary$10.3B
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$11.5B
Discretionary$11.5B
Non-Disc.$0
Employees51
Clients--
DateMar 2002
Total AUM$121B
Discretionary$121B
Non-Disc.$0
Employees51
Clients--
DateOct 2001
Total AUM$11.2B
Discretionary$11.2B
Non-Disc.$0
Employees51
Clients--
DateJul 2001
Total AUM$11.2B
Discretionary$11.2B
Non-Disc.$0
Employees51
Clients--