OLD NORTH STATE TRUST, LLC
CRD #106155 SEC #801-50303 GREENSBORO, NC 336-2729944
SEC Registered
Total AUM
$236M
Discretionary
$236M
Employees
16
Clients
0
Accounts
370
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $236M | $236M | $0 | 16 | 1 |
| Mar 2016 | $201.7M | $128.4M | $73.3M | 16 | 300 |
| Mar 2015 | $229.8M | $121.6M | $108.2M | 16 | 300 |
| Mar 2014 | $211.6M | $124.2M | $87.3M | 15 | 26 |
| Apr 2013 | $247.3M | $190.7M | $56.6M | 17 | 300 |
| Apr 2012 | $207M | $191.5M | $15.5M | 11 | 200 |
| Mar 2011 | $49.1M | $38.3M | $10.8M | -- | -- |
| Mar 2011 | $49.1M | $38.3M | $10.8M | -- | -- |
| Apr 2010 | $224.7M | $220.4M | $4.3M | -- | -- |
| Mar 2007 | $196.8M | $192M | $4.7M | -- | -- |
| Dec 2005 | $153.6M | $144.9M | $8.7M | -- | -- |
| Sep 2005 | $153.6M | $144.9M | $8.7M | -- | -- |
| Apr 2004 | $114M | $114M | $0 | -- | -- |
| Mar 2002 | $75.8M | $74.4M | $1.5M | 10 | -- |
| Jul 2001 | $89.1M | $89.1M | $0 | 10 | -- |
| Jun 2001 | $89.1M | $89.1M | $0 | 10 | -- |
DateMar 2017
Total AUM$236M
Discretionary$236M
Non-Disc.$0
Employees16
Clients1
DateMar 2016
Total AUM$201.7M
Discretionary$128.4M
Non-Disc.$73.3M
Employees16
Clients300
DateMar 2015
Total AUM$229.8M
Discretionary$121.6M
Non-Disc.$108.2M
Employees16
Clients300
DateMar 2014
Total AUM$211.6M
Discretionary$124.2M
Non-Disc.$87.3M
Employees15
Clients26
DateApr 2013
Total AUM$247.3M
Discretionary$190.7M
Non-Disc.$56.6M
Employees17
Clients300
DateApr 2012
Total AUM$207M
Discretionary$191.5M
Non-Disc.$15.5M
Employees11
Clients200
DateMar 2011
Total AUM$49.1M
Discretionary$38.3M
Non-Disc.$10.8M
Employees--
Clients--
DateMar 2011
Total AUM$49.1M
Discretionary$38.3M
Non-Disc.$10.8M
Employees--
Clients--
DateApr 2010
Total AUM$224.7M
Discretionary$220.4M
Non-Disc.$4.3M
Employees--
Clients--
DateMar 2007
Total AUM$196.8M
Discretionary$192M
Non-Disc.$4.7M
Employees--
Clients--
DateDec 2005
Total AUM$153.6M
Discretionary$144.9M
Non-Disc.$8.7M
Employees--
Clients--
DateSep 2005
Total AUM$153.6M
Discretionary$144.9M
Non-Disc.$8.7M
Employees--
Clients--
DateApr 2004
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$75.8M
Discretionary$74.4M
Non-Disc.$1.5M
Employees10
Clients--
DateJul 2001
Total AUM$89.1M
Discretionary$89.1M
Non-Disc.$0
Employees10
Clients--
DateJun 2001
Total AUM$89.1M
Discretionary$89.1M
Non-Disc.$0
Employees10
Clients--