BTR CAPITAL MANAGEMENT INC
CRD #105195 SEC #801-34890 OAKLAND, CA 415-989-0100
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
14
Clients
--
Accounts
736
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2022 | $1.2B | $1.2B | $0 | 14 | 0 |
| Mar 2022 | $1.2B | $1.2B | $0 | 14 | 0 |
| Mar 2021 | $989.1M | $989.1M | $0 | 14 | 0 |
| Oct 2020 | $912.7M | $912.7M | $0 | 14 | 0 |
| Jun 2020 | $912.7M | $912.7M | $0 | 12 | 0 |
| Mar 2020 | $912.7M | $912.7M | $0 | 12 | 0 |
| Apr 2019 | $760M | $760M | $0 | 12 | 0 |
| Mar 2019 | $760M | $760M | $0 | 12 | 0 |
| Mar 2018 | $778.4M | $778.4M | $0 | 13 | 0 |
| Mar 2017 | $730.1M | $730.1M | $0 | 13 | 400 |
| Oct 2016 | $706.9M | $706.9M | $0 | 14 | 300 |
| Mar 2016 | $706.9M | $706.9M | $0 | 14 | 300 |
| Nov 2015 | $575M | $575M | $0 | 14 | 300 |
| Oct 2015 | $575M | $575M | $0 | 14 | 300 |
| Mar 2015 | $575M | $575M | $0 | 14 | 300 |
| Mar 2014 | $543.3M | $543.3M | $0 | 10 | 300 |
| Mar 2014 | $543.3M | $543.3M | $0 | 10 | 300 |
| Feb 2013 | $496.2M | $496.2M | $0 | 10 | 300 |
| Mar 2012 | $456.2M | $456.2M | $0 | 11 | 300 |
| May 2011 | $453.6M | $453.6M | $0 | -- | -- |
| Aug 2010 | $420.2M | $420.2M | $0 | -- | -- |
| Feb 2010 | $420.2M | $420.2M | $0 | -- | -- |
| Feb 2009 | $311.4M | $311.4M | $0 | 10 | -- |
| Feb 2009 | $387.6M | $387.6M | $0 | 10 | -- |
| Feb 2007 | $341.9M | $341.9M | $0 | 10 | -- |
| Nov 2006 | $292.6M | $292.6M | $0 | 10 | -- |
| Feb 2006 | $292.6M | $292.6M | $0 | 10 | -- |
| Sep 2005 | $219.5M | $219.5M | $0 | 10 | -- |
| May 2005 | $219.5M | $219.5M | $0 | 10 | -- |
| Sep 2001 | $161.2M | $161.2M | $0 | 10 | -- |
| Jun 2001 | $161.2M | $161.2M | $0 | 10 | -- |
DateJul 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$989.1M
Discretionary$989.1M
Non-Disc.$0
Employees14
Clients0
DateOct 2020
Total AUM$912.7M
Discretionary$912.7M
Non-Disc.$0
Employees14
Clients0
DateJun 2020
Total AUM$912.7M
Discretionary$912.7M
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$912.7M
Discretionary$912.7M
Non-Disc.$0
Employees12
Clients0
DateApr 2019
Total AUM$760M
Discretionary$760M
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$760M
Discretionary$760M
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$778.4M
Discretionary$778.4M
Non-Disc.$0
Employees13
Clients0
DateMar 2017
Total AUM$730.1M
Discretionary$730.1M
Non-Disc.$0
Employees13
Clients400
DateOct 2016
Total AUM$706.9M
Discretionary$706.9M
Non-Disc.$0
Employees14
Clients300
DateMar 2016
Total AUM$706.9M
Discretionary$706.9M
Non-Disc.$0
Employees14
Clients300
DateNov 2015
Total AUM$575M
Discretionary$575M
Non-Disc.$0
Employees14
Clients300
DateOct 2015
Total AUM$575M
Discretionary$575M
Non-Disc.$0
Employees14
Clients300
DateMar 2015
Total AUM$575M
Discretionary$575M
Non-Disc.$0
Employees14
Clients300
DateMar 2014
Total AUM$543.3M
Discretionary$543.3M
Non-Disc.$0
Employees10
Clients300
DateMar 2014
Total AUM$543.3M
Discretionary$543.3M
Non-Disc.$0
Employees10
Clients300
DateFeb 2013
Total AUM$496.2M
Discretionary$496.2M
Non-Disc.$0
Employees10
Clients300
DateMar 2012
Total AUM$456.2M
Discretionary$456.2M
Non-Disc.$0
Employees11
Clients300
DateMay 2011
Total AUM$453.6M
Discretionary$453.6M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$420.2M
Discretionary$420.2M
Non-Disc.$0
Employees--
Clients--
DateFeb 2010
Total AUM$420.2M
Discretionary$420.2M
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$311.4M
Discretionary$311.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$387.6M
Discretionary$387.6M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$341.9M
Discretionary$341.9M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$292.6M
Discretionary$292.6M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$292.6M
Discretionary$292.6M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$219.5M
Discretionary$219.5M
Non-Disc.$0
Employees10
Clients--
DateMay 2005
Total AUM$219.5M
Discretionary$219.5M
Non-Disc.$0
Employees10
Clients--
DateSep 2001
Total AUM$161.2M
Discretionary$161.2M
Non-Disc.$0
Employees10
Clients--
DateJun 2001
Total AUM$161.2M
Discretionary$161.2M
Non-Disc.$0
Employees10
Clients--