GARDNER RUSSO & QUINN LLC
CRD #106114 SEC #801-41357 LANCASTER, PA 717.299.1385
SEC Registered Private Funds
Total AUM
$9B
Discretionary
$9B
Employees
50
Clients
--
Accounts
1,419
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $9B | $9B | $0 | 50 | 0 |
| Apr 2024 | $10.1B | $10.1B | $0 | 50 | 0 |
| Feb 2024 | $10.1B | $10.1B | $0 | 50 | 0 |
| Mar 2023 | $9.2B | $9.2B | $0 | 51 | 0 |
| Mar 2022 | $11.9B | $11.9B | $0 | 51 | 0 |
| Mar 2021 | $11.4B | $11.4B | $0 | 46 | 0 |
| Jun 2020 | $13.3B | $13.3B | $0 | 45 | 0 |
| Jun 2020 | $13.3B | $13.3B | $0 | 45 | 0 |
| Mar 2020 | $13.3B | $13.3B | $0 | 45 | 0 |
| Mar 2019 | $12.4B | $12.4B | $0 | 42 | 0 |
| Mar 2018 | $14.9B | $14.9B | $0 | 42 | 0 |
| Mar 2017 | $12.2B | $12.2B | $0 | 44 | 2,000 |
| Oct 2016 | $12.3B | $12.3B | $0 | 40 | 1,900 |
| Mar 2016 | $11.9B | $11.9B | $0 | 40 | 1,900 |
| Mar 2015 | $11.3B | $11.3B | $0 | 38 | 1,800 |
| Oct 2014 | $10.7B | $10.7B | $0 | 36 | 1,700 |
| Apr 2014 | $10.4B | $10.4B | $0 | 36 | 1,700 |
| Apr 2014 | $10.4B | $10.4B | $0 | 36 | 1,700 |
| Mar 2014 | $10.4B | $10.4B | $0 | 36 | 1,700 |
| Mar 2013 | $8.3B | $8.3B | $0 | 32 | 1,400 |
| Jun 2012 | $5.5B | $5.5B | $0 | 11 | 1,100 |
| Apr 2012 | $5.5B | $5.5B | $0 | 11 | 1,100 |
| Mar 2012 | $5.5B | $5.5B | $0 | 11 | 1,100 |
| Mar 2012 | $5.5B | $5.5B | $0 | 11 | 1,100 |
| Jan 2012 | $5.5B | $5.5B | $0 | 11 | 1,100 |
| May 2011 | $4.7B | $4.7B | $0 | -- | -- |
| Mar 2011 | $4.7B | $4.7B | $0 | -- | -- |
| Mar 2010 | $3.8B | $3.8B | $0 | -- | -- |
| Mar 2008 | $5.3B | $5.3B | $0 | -- | -- |
| Mar 2007 | $4.8B | $4.8B | $0 | -- | -- |
| Feb 2006 | $3.8B | $3.8B | $0 | -- | -- |
| Dec 2005 | $3.4B | $3.4B | $0 | -- | -- |
| Dec 2003 | $1.8B | $1.8B | $0 | -- | -- |
| Dec 2003 | $1.8B | $1.8B | $0 | -- | -- |
| Mar 2002 | $1.7B | $1.7B | $0 | -- | -- |
DateMar 2025
Total AUM$9B
Discretionary$9B
Non-Disc.$0
Employees50
Clients0
DateApr 2024
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees50
Clients0
DateFeb 2024
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees50
Clients0
DateMar 2023
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees51
Clients0
DateMar 2022
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees51
Clients0
DateMar 2021
Total AUM$11.4B
Discretionary$11.4B
Non-Disc.$0
Employees46
Clients0
DateJun 2020
Total AUM$13.3B
Discretionary$13.3B
Non-Disc.$0
Employees45
Clients0
DateJun 2020
Total AUM$13.3B
Discretionary$13.3B
Non-Disc.$0
Employees45
Clients0
DateMar 2020
Total AUM$13.3B
Discretionary$13.3B
Non-Disc.$0
Employees45
Clients0
DateMar 2019
Total AUM$12.4B
Discretionary$12.4B
Non-Disc.$0
Employees42
Clients0
DateMar 2018
Total AUM$14.9B
Discretionary$14.9B
Non-Disc.$0
Employees42
Clients0
DateMar 2017
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees44
Clients2,000
DateOct 2016
Total AUM$12.3B
Discretionary$12.3B
Non-Disc.$0
Employees40
Clients1,900
DateMar 2016
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees40
Clients1,900
DateMar 2015
Total AUM$11.3B
Discretionary$11.3B
Non-Disc.$0
Employees38
Clients1,800
DateOct 2014
Total AUM$10.7B
Discretionary$10.7B
Non-Disc.$0
Employees36
Clients1,700
DateApr 2014
Total AUM$10.4B
Discretionary$10.4B
Non-Disc.$0
Employees36
Clients1,700
DateApr 2014
Total AUM$10.4B
Discretionary$10.4B
Non-Disc.$0
Employees36
Clients1,700
DateMar 2014
Total AUM$10.4B
Discretionary$10.4B
Non-Disc.$0
Employees36
Clients1,700
DateMar 2013
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$0
Employees32
Clients1,400
DateJun 2012
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees11
Clients1,100
DateApr 2012
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees11
Clients1,100
DateMar 2012
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees11
Clients1,100
DateMar 2012
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees11
Clients1,100
DateJan 2012
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees11
Clients1,100
DateMay 2011
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees--
Clients--
DateDec 2003
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateDec 2003
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--