W.P. STEWART & CO., LLC
CRD #105655 SEC #801-13895 NEW YORK, NY 212-969-1000
SEC Registered
Total AUM
--
Discretionary
--
Employees
0
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2014 | $1.2B | $1.2B | $0 | 8 | 400 |
| Jul 2014 | $1.2B | $1.2B | $0 | 8 | 400 |
| Mar 2014 | $1.2B | $1.2B | $0 | 8 | 400 |
| Jan 2014 | $978M | $978M | $0 | 26 | 400 |
| Mar 2013 | $978M | $978M | $0 | 26 | 400 |
| Mar 2012 | $881M | $881M | $0 | 11 | 400 |
| Mar 2011 | $1.6B | $1.6B | $0 | -- | -- |
| Dec 2010 | $1.5B | $1.5B | $0 | -- | -- |
| Jun 2010 | $1.5B | $1.5B | $0 | -- | -- |
| Mar 2008 | $4.1B | $4.1B | $0 | -- | -- |
| Aug 2007 | $8.1B | $8.1B | $0 | -- | -- |
| Mar 2007 | $8.1B | $8.1B | $0 | -- | -- |
| May 2005 | $9.3B | $9.3B | $0 | -- | -- |
| Apr 2004 | $8.6B | $8.6B | $0 | -- | -- |
| Mar 2004 | $8.6B | $8.6B | $0 | -- | -- |
| Mar 2004 | $8.6B | $8.6B | $0 | -- | -- |
| Mar 2002 | $9.2B | $9.2B | $0 | -- | -- |
| Oct 2001 | $10.3B | $10.3B | $0 | -- | -- |
DateDec 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees8
Clients400
DateJul 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees8
Clients400
DateMar 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees8
Clients400
DateJan 2014
Total AUM$978M
Discretionary$978M
Non-Disc.$0
Employees26
Clients400
DateMar 2013
Total AUM$978M
Discretionary$978M
Non-Disc.$0
Employees26
Clients400
DateMar 2012
Total AUM$881M
Discretionary$881M
Non-Disc.$0
Employees11
Clients400
DateMar 2011
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$8.1B
Discretionary$8.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$8.1B
Discretionary$8.1B
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$9.3B
Discretionary$9.3B
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees--
Clients--
DateOct 2001
Total AUM$10.3B
Discretionary$10.3B
Non-Disc.$0
Employees--
Clients--