PETTEE INVESTORS INC
CRD #105553 SEC #801-34750 ROWAYTON, CT 203 9578880
SEC Registered
Total AUM
$211.9M
Discretionary
$211.9M
Employees
6
Clients
0
Accounts
71
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $211.9M | $211.9M | $0 | 6 | 0 |
| Mar 2025 | $211.9M | $211.9M | $0 | 6 | 0 |
| Mar 2025 | $211.9M | $211.9M | $0 | 6 | 0 |
| Mar 2024 | $232.3M | $232.3M | $0 | 6 | 0 |
| Mar 2024 | $232.3M | $232.3M | $0 | 6 | 0 |
| Feb 2023 | $225.9M | $225.9M | $0 | 4 | 0 |
| Feb 2023 | $225.9M | $225.9M | $0 | 4 | 0 |
| Feb 2023 | $225.9M | $225.9M | $0 | 4 | 0 |
| Mar 2022 | $256.4M | $252.1M | $4.3M | 4 | 0 |
| Mar 2022 | $256.4M | $252.1M | $4.3M | 4 | 0 |
| Mar 2021 | $208.7M | $204.4M | $4.3M | 3 | 0 |
| Jun 2020 | $193.6M | $189.6M | $4M | 3 | 0 |
| May 2020 | $193.6M | $189.6M | $4M | 3 | 0 |
| Mar 2020 | $193.6M | $189.6M | $4M | 4 | 0 |
| Mar 2019 | $158.7M | $155.6M | $3.1M | 4 | 0 |
| Oct 2018 | $180.6M | $177.7M | $2.9M | 4 | 0 |
| Mar 2018 | $180.6M | $177.7M | $2.9M | 3 | 0 |
| Mar 2018 | $180.6M | $177.7M | $2.9M | 3 | 0 |
| Feb 2018 | $180.6M | $177.7M | $2.9M | 2 | 0 |
| Mar 2017 | $117M | $114.5M | $2.4M | 1 | 26 |
| Mar 2016 | $113.4M | $113.4M | $0 | 1 | 26 |
| Oct 2015 | $112M | $112M | $0 | 1 | 26 |
| Mar 2015 | $112M | $112M | $0 | 1 | 26 |
| Feb 2014 | $116.1M | $116.1M | $0 | 1 | 26 |
| Mar 2013 | $98.8M | $98.8M | $0 | 1 | 26 |
| Mar 2012 | $91.7M | $91.7M | $0 | 1 | 26 |
| May 2011 | $70.9M | $70.9M | $0 | 5 | -- |
| Mar 2011 | $70.9M | $70.9M | $0 | 5 | -- |
| Mar 2010 | $65.7M | $62.4M | $3.3M | 5 | -- |
| Mar 2009 | $60M | $56M | $4M | 5 | -- |
| May 2007 | $76M | $70.7M | $5.3M | 5 | -- |
| Mar 2006 | $67.5M | $61M | $6.5M | 5 | -- |
| Sep 2005 | $70.1M | $63.2M | $6.9M | 5 | -- |
| Sep 2005 | $70.1M | $63.2M | $6.9M | 5 | -- |
| Mar 2002 | $76.4M | $66.3M | $10.1M | 5 | -- |
DateMar 2025
Total AUM$211.9M
Discretionary$211.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$211.9M
Discretionary$211.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$211.9M
Discretionary$211.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$232.3M
Discretionary$232.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$232.3M
Discretionary$232.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$225.9M
Discretionary$225.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$225.9M
Discretionary$225.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$225.9M
Discretionary$225.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$256.4M
Discretionary$252.1M
Non-Disc.$4.3M
Employees4
Clients0
DateMar 2022
Total AUM$256.4M
Discretionary$252.1M
Non-Disc.$4.3M
Employees4
Clients0
DateMar 2021
Total AUM$208.7M
Discretionary$204.4M
Non-Disc.$4.3M
Employees3
Clients0
DateJun 2020
Total AUM$193.6M
Discretionary$189.6M
Non-Disc.$4M
Employees3
Clients0
DateMay 2020
Total AUM$193.6M
Discretionary$189.6M
Non-Disc.$4M
Employees3
Clients0
DateMar 2020
Total AUM$193.6M
Discretionary$189.6M
Non-Disc.$4M
Employees4
Clients0
DateMar 2019
Total AUM$158.7M
Discretionary$155.6M
Non-Disc.$3.1M
Employees4
Clients0
DateOct 2018
Total AUM$180.6M
Discretionary$177.7M
Non-Disc.$2.9M
Employees4
Clients0
DateMar 2018
Total AUM$180.6M
Discretionary$177.7M
Non-Disc.$2.9M
Employees3
Clients0
DateMar 2018
Total AUM$180.6M
Discretionary$177.7M
Non-Disc.$2.9M
Employees3
Clients0
DateFeb 2018
Total AUM$180.6M
Discretionary$177.7M
Non-Disc.$2.9M
Employees2
Clients0
DateMar 2017
Total AUM$117M
Discretionary$114.5M
Non-Disc.$2.4M
Employees1
Clients26
DateMar 2016
Total AUM$113.4M
Discretionary$113.4M
Non-Disc.$0
Employees1
Clients26
DateOct 2015
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees1
Clients26
DateMar 2015
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees1
Clients26
DateFeb 2014
Total AUM$116.1M
Discretionary$116.1M
Non-Disc.$0
Employees1
Clients26
DateMar 2013
Total AUM$98.8M
Discretionary$98.8M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$91.7M
Discretionary$91.7M
Non-Disc.$0
Employees1
Clients26
DateMay 2011
Total AUM$70.9M
Discretionary$70.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$70.9M
Discretionary$70.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$65.7M
Discretionary$62.4M
Non-Disc.$3.3M
Employees5
Clients--
DateMar 2009
Total AUM$60M
Discretionary$56M
Non-Disc.$4M
Employees5
Clients--
DateMay 2007
Total AUM$76M
Discretionary$70.7M
Non-Disc.$5.3M
Employees5
Clients--
DateMar 2006
Total AUM$67.5M
Discretionary$61M
Non-Disc.$6.5M
Employees5
Clients--
DateSep 2005
Total AUM$70.1M
Discretionary$63.2M
Non-Disc.$6.9M
Employees5
Clients--
DateSep 2005
Total AUM$70.1M
Discretionary$63.2M
Non-Disc.$6.9M
Employees5
Clients--
DateMar 2002
Total AUM$76.4M
Discretionary$66.3M
Non-Disc.$10.1M
Employees5
Clients--