ROSENBLUM SILVERMAN SUTTON SF INC
CRD #105774 SEC #801-21730 SAN FRANCISCO, CA 415-771-4500
SEC Registered
Total AUM
$459.5M
Discretionary
$459.5M
Employees
5
Clients
10
Accounts
157
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $459.5M | $459.5M | $0 | 5 | 0 |
| Dec 2024 | $382M | $382M | $0 | 6 | 0 |
| Aug 2024 | $382M | $382M | $0 | 6 | 0 |
| Mar 2024 | $382M | $382M | $0 | 6 | 0 |
| Mar 2024 | $382M | $382M | $0 | 6 | 0 |
| Sep 2023 | $341.6M | $341.6M | $0 | 6 | 160 |
| Aug 2023 | $341.6M | $341.6M | $0 | 6 | 160 |
| Mar 2023 | $341.6M | $341.6M | $0 | 6 | 160 |
| Jun 2022 | $521.1M | $521.1M | $0 | 6 | 171 |
| Mar 2022 | $521.1M | $521.1M | $0 | 6 | 171 |
| May 2021 | $482.9M | $482.9M | $0 | 6 | 175 |
| Mar 2021 | $482.9M | $482.9M | $0 | 6 | 175 |
| Jun 2020 | $361.2M | $360M | $1.2M | 7 | 0 |
| Jun 2020 | $361.2M | $360M | $1.2M | 7 | 0 |
| Jun 2020 | $361.2M | $360M | $1.2M | 7 | 0 |
| Apr 2020 | $361.2M | $360M | $1.2M | 7 | 0 |
| Mar 2020 | $361.2M | $360M | $1.2M | 7 | 173 |
| Nov 2019 | $301M | $299.9M | $1.1M | 7 | 164 |
| Mar 2019 | $301M | $299.9M | $1.1M | 7 | 164 |
| Jul 2018 | $357.6M | $356.5M | $1.1M | 7 | 181 |
| Mar 2018 | $357.6M | $356.5M | $1.1M | 7 | 181 |
| Mar 2017 | $283.6M | $282.4M | $1.1M | 7 | 200 |
| Mar 2016 | $291.5M | $290.4M | $1.1M | 8 | 200 |
| Feb 2016 | $318M | $316.9M | $1.1M | 7 | 200 |
| Mar 2015 | $318M | $316.9M | $1.1M | 7 | 200 |
| Apr 2014 | $291.1M | $290M | $1.1M | 7 | 200 |
| Mar 2013 | $232.5M | $231.5M | $1M | 7 | 200 |
| Mar 2012 | $205.8M | $204.9M | $910.6K | 6 | 200 |
| Mar 2011 | $222.3M | $221.4M | $896.9K | 10 | -- |
| May 2010 | $207M | $206.1M | $868.7K | 10 | -- |
| Apr 2009 | $172.4M | $171.5M | $958.2K | 10 | -- |
| Mar 2008 | $250.8M | $249.5M | $1.4M | 10 | -- |
| Mar 2007 | $230.4M | $229.2M | $1.1M | 10 | -- |
| Sep 2005 | $233.8M | $232.7M | $1.1M | 10 | -- |
| Mar 2004 | $227.2M | $226.2M | $1M | 10 | -- |
DateFeb 2025
Total AUM$459.5M
Discretionary$459.5M
Non-Disc.$0
Employees5
Clients0
DateDec 2024
Total AUM$382M
Discretionary$382M
Non-Disc.$0
Employees6
Clients0
DateAug 2024
Total AUM$382M
Discretionary$382M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$382M
Discretionary$382M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$382M
Discretionary$382M
Non-Disc.$0
Employees6
Clients0
DateSep 2023
Total AUM$341.6M
Discretionary$341.6M
Non-Disc.$0
Employees6
Clients160
DateAug 2023
Total AUM$341.6M
Discretionary$341.6M
Non-Disc.$0
Employees6
Clients160
DateMar 2023
Total AUM$341.6M
Discretionary$341.6M
Non-Disc.$0
Employees6
Clients160
DateJun 2022
Total AUM$521.1M
Discretionary$521.1M
Non-Disc.$0
Employees6
Clients171
DateMar 2022
Total AUM$521.1M
Discretionary$521.1M
Non-Disc.$0
Employees6
Clients171
DateMay 2021
Total AUM$482.9M
Discretionary$482.9M
Non-Disc.$0
Employees6
Clients175
DateMar 2021
Total AUM$482.9M
Discretionary$482.9M
Non-Disc.$0
Employees6
Clients175
DateJun 2020
Total AUM$361.2M
Discretionary$360M
Non-Disc.$1.2M
Employees7
Clients0
DateJun 2020
Total AUM$361.2M
Discretionary$360M
Non-Disc.$1.2M
Employees7
Clients0
DateJun 2020
Total AUM$361.2M
Discretionary$360M
Non-Disc.$1.2M
Employees7
Clients0
DateApr 2020
Total AUM$361.2M
Discretionary$360M
Non-Disc.$1.2M
Employees7
Clients0
DateMar 2020
Total AUM$361.2M
Discretionary$360M
Non-Disc.$1.2M
Employees7
Clients173
DateNov 2019
Total AUM$301M
Discretionary$299.9M
Non-Disc.$1.1M
Employees7
Clients164
DateMar 2019
Total AUM$301M
Discretionary$299.9M
Non-Disc.$1.1M
Employees7
Clients164
DateJul 2018
Total AUM$357.6M
Discretionary$356.5M
Non-Disc.$1.1M
Employees7
Clients181
DateMar 2018
Total AUM$357.6M
Discretionary$356.5M
Non-Disc.$1.1M
Employees7
Clients181
DateMar 2017
Total AUM$283.6M
Discretionary$282.4M
Non-Disc.$1.1M
Employees7
Clients200
DateMar 2016
Total AUM$291.5M
Discretionary$290.4M
Non-Disc.$1.1M
Employees8
Clients200
DateFeb 2016
Total AUM$318M
Discretionary$316.9M
Non-Disc.$1.1M
Employees7
Clients200
DateMar 2015
Total AUM$318M
Discretionary$316.9M
Non-Disc.$1.1M
Employees7
Clients200
DateApr 2014
Total AUM$291.1M
Discretionary$290M
Non-Disc.$1.1M
Employees7
Clients200
DateMar 2013
Total AUM$232.5M
Discretionary$231.5M
Non-Disc.$1M
Employees7
Clients200
DateMar 2012
Total AUM$205.8M
Discretionary$204.9M
Non-Disc.$910.6K
Employees6
Clients200
DateMar 2011
Total AUM$222.3M
Discretionary$221.4M
Non-Disc.$896.9K
Employees10
Clients--
DateMay 2010
Total AUM$207M
Discretionary$206.1M
Non-Disc.$868.7K
Employees10
Clients--
DateApr 2009
Total AUM$172.4M
Discretionary$171.5M
Non-Disc.$958.2K
Employees10
Clients--
DateMar 2008
Total AUM$250.8M
Discretionary$249.5M
Non-Disc.$1.4M
Employees10
Clients--
DateMar 2007
Total AUM$230.4M
Discretionary$229.2M
Non-Disc.$1.1M
Employees10
Clients--
DateSep 2005
Total AUM$233.8M
Discretionary$232.7M
Non-Disc.$1.1M
Employees10
Clients--
DateMar 2004
Total AUM$227.2M
Discretionary$226.2M
Non-Disc.$1M
Employees10
Clients--