DECLARATION MANAGEMENT & RESEARCH LLC
CRD #105930 SEC #801-35030 BOSTON, MA 617-375-1500
SEC Registered Private Funds
Total AUM
$4.7B
Discretionary
$4.7B
Employees
3
Clients
--
Accounts
30
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $4.7B | $4.7B | $58.1M | 3 | 11 |
| Aug 2015 | $5.6B | $5.4B | $209.8M | 8 | 11 |
| Mar 2015 | $5.6B | $5.4B | $209.8M | 8 | 11 |
| Jan 2015 | $5.3B | $5.1B | $257.6M | 9 | 11 |
| Dec 2014 | $5.3B | $5.1B | $257.6M | 9 | 11 |
| Oct 2014 | $5.3B | $5.1B | $257.6M | 9 | 11 |
| Jun 2014 | $5.3B | $5.1B | $257.6M | 9 | 11 |
| Mar 2014 | $5.3B | $5.1B | $257.6M | 9 | 11 |
| Apr 2013 | $6.9B | $6.6B | $296.8M | 31 | 11 |
| Mar 2013 | $9.1B | $8.7B | $395.8M | 34 | 26 |
| Mar 2013 | $9.1B | $8.7B | $395.8M | 34 | 26 |
| Oct 2012 | $9.1B | $8.7B | $395.8M | 11 | 26 |
| Jul 2012 | $9.1B | $8.7B | $395.8M | 11 | 26 |
| May 2012 | $9.1B | $8.7B | $395.8M | 11 | 26 |
| Mar 2012 | $9.1B | $8.7B | $395.8M | 11 | 26 |
| Dec 2011 | $10.8B | $10.3B | $500.9M | 11 | 26 |
| May 2011 | $10.8B | $10.3B | $500.9M | -- | -- |
| Mar 2011 | $10.8B | $10.3B | $500.9M | -- | -- |
| Sep 2010 | $11.3B | $10.9B | $369.2M | -- | -- |
| Jun 2010 | $11.3B | $10.9B | $369.2M | -- | -- |
| Mar 2010 | $11.3B | $10.9B | $369.2M | -- | -- |
| Mar 2008 | $16.4B | $16.4B | $0 | -- | -- |
| Nov 2007 | $17.9B | $17.9B | $0 | -- | -- |
| May 2007 | $17.9B | $17.9B | $0 | -- | -- |
| Mar 2007 | $17.9B | $17.9B | $0 | -- | -- |
| Mar 2007 | $13.3B | $13.3B | $0 | -- | -- |
| Dec 2006 | $13.3B | $13.3B | $0 | -- | -- |
| Jan 2005 | $8B | $8B | $0 | -- | -- |
| Jul 2004 | $8B | $8B | $0 | -- | -- |
| Jun 2004 | $8B | $8B | $0 | -- | -- |
| May 2004 | $8B | $8B | $0 | -- | -- |
| May 2004 | $8B | $8B | $0 | -- | -- |
| Mar 2004 | $8B | $8B | $0 | -- | -- |
| Oct 2003 | $6.3B | $6.3B | $0 | -- | -- |
| Apr 2002 | $4.2B | $4.2B | $0 | -- | -- |
| Sep 2001 | $3.3B | $3.3B | $0 | -- | -- |
| Jul 2001 | $3.3B | $3.3B | $0 | -- | -- |
DateMar 2016
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$58.1M
Employees3
Clients11
DateAug 2015
Total AUM$5.6B
Discretionary$5.4B
Non-Disc.$209.8M
Employees8
Clients11
DateMar 2015
Total AUM$5.6B
Discretionary$5.4B
Non-Disc.$209.8M
Employees8
Clients11
DateJan 2015
Total AUM$5.3B
Discretionary$5.1B
Non-Disc.$257.6M
Employees9
Clients11
DateDec 2014
Total AUM$5.3B
Discretionary$5.1B
Non-Disc.$257.6M
Employees9
Clients11
DateOct 2014
Total AUM$5.3B
Discretionary$5.1B
Non-Disc.$257.6M
Employees9
Clients11
DateJun 2014
Total AUM$5.3B
Discretionary$5.1B
Non-Disc.$257.6M
Employees9
Clients11
DateMar 2014
Total AUM$5.3B
Discretionary$5.1B
Non-Disc.$257.6M
Employees9
Clients11
DateApr 2013
Total AUM$6.9B
Discretionary$6.6B
Non-Disc.$296.8M
Employees31
Clients11
DateMar 2013
Total AUM$9.1B
Discretionary$8.7B
Non-Disc.$395.8M
Employees34
Clients26
DateMar 2013
Total AUM$9.1B
Discretionary$8.7B
Non-Disc.$395.8M
Employees34
Clients26
DateOct 2012
Total AUM$9.1B
Discretionary$8.7B
Non-Disc.$395.8M
Employees11
Clients26
DateJul 2012
Total AUM$9.1B
Discretionary$8.7B
Non-Disc.$395.8M
Employees11
Clients26
DateMay 2012
Total AUM$9.1B
Discretionary$8.7B
Non-Disc.$395.8M
Employees11
Clients26
DateMar 2012
Total AUM$9.1B
Discretionary$8.7B
Non-Disc.$395.8M
Employees11
Clients26
DateDec 2011
Total AUM$10.8B
Discretionary$10.3B
Non-Disc.$500.9M
Employees11
Clients26
DateMay 2011
Total AUM$10.8B
Discretionary$10.3B
Non-Disc.$500.9M
Employees--
Clients--
DateMar 2011
Total AUM$10.8B
Discretionary$10.3B
Non-Disc.$500.9M
Employees--
Clients--
DateSep 2010
Total AUM$11.3B
Discretionary$10.9B
Non-Disc.$369.2M
Employees--
Clients--
DateJun 2010
Total AUM$11.3B
Discretionary$10.9B
Non-Disc.$369.2M
Employees--
Clients--
DateMar 2010
Total AUM$11.3B
Discretionary$10.9B
Non-Disc.$369.2M
Employees--
Clients--
DateMar 2008
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$17.9B
Discretionary$17.9B
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$17.9B
Discretionary$17.9B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$17.9B
Discretionary$17.9B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$13.3B
Discretionary$13.3B
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$13.3B
Discretionary$13.3B
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees--
Clients--
DateJul 2004
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees--
Clients--
DateMay 2004
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees--
Clients--
DateMay 2004
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees--
Clients--
DateOct 2003
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees--
Clients--
DateSep 2001
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees--
Clients--
DateJul 2001
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees--
Clients--