R.H. BLUESTEIN & CO LLC
CRD #106229 SEC #801-37951 BIRMINGHAM, MI 248-646-4000
SEC Registered Private Funds
Total AUM
$223.6M
Discretionary
$223.6M
Employees
23
Clients
0
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $223.6M | $223.6M | $0 | 23 | 0 |
| Nov 2022 | $4.4B | $4.2B | $275.6M | 28 | 0 |
| Mar 2022 | $4.4B | $4.2B | $275.6M | 28 | 0 |
| Jan 2022 | $4.4B | $4.1B | $260.1M | 28 | 0 |
| Mar 2021 | $3.9B | $3.7B | $204.1M | 29 | 0 |
| Jun 2020 | $3.4B | $3.2B | $136.6M | 25 | 0 |
| Mar 2020 | $3.4B | $3.2B | $136.6M | 25 | 0 |
| Dec 2019 | $2.9B | $2.8B | $85.6M | 27 | 0 |
| Mar 2019 | $2.9B | $2.8B | $85.6M | 27 | 0 |
| Mar 2018 | $3.1B | $3B | $97.8M | 25 | 0 |
| Jun 2017 | $2.8B | $2.7B | $91M | 25 | 1,100 |
| Apr 2017 | $2.8B | $2.7B | $91M | 25 | 1,100 |
| Mar 2017 | $2.8B | $2.7B | $91M | 25 | 1,100 |
| Jun 2016 | $2.8B | $2.7B | $87.3M | 27 | 1,300 |
| Apr 2016 | $2.8B | $2.7B | $87.3M | 27 | 1,300 |
| Mar 2016 | $2.8B | $2.7B | $87.3M | 27 | 1,300 |
| Dec 2015 | $2.8B | $2.7B | $84.3M | 24 | 1,300 |
| Jul 2015 | $2.8B | $2.7B | $84.3M | 24 | 1,300 |
| Apr 2015 | $2.8B | $2.7B | $84.3M | 24 | 1,300 |
| Mar 2015 | $2.8B | $2.7B | $84.3M | 24 | 1,300 |
| Jul 2014 | $2.9B | $2.8B | $165.5M | 24 | 1,300 |
| Jul 2014 | $2.9B | $2.8B | $165.5M | 24 | 1,300 |
| May 2014 | $2.9B | $2.8B | $165.5M | 24 | 1,300 |
| Mar 2014 | $2.9B | $2.8B | $165.5M | 24 | 1,300 |
| May 2013 | $2.8B | $2.6B | $189.8M | 26 | 1,300 |
| Apr 2013 | $2.8B | $2.6B | $189.8M | 26 | 1,300 |
| May 2012 | $2.9B | $2.8B | $118.8M | 11 | 1,300 |
| Apr 2012 | $2.9B | $2.8B | $118.8M | 11 | 1,300 |
| Mar 2012 | $2.9B | $2.8B | $118.8M | 11 | 1,300 |
| Mar 2011 | $3.4B | $3.2B | $146.5M | -- | -- |
| Dec 2010 | $3.2B | $3.1B | $158.8M | -- | -- |
| Mar 2009 | $2.8B | $2.7B | $112.1M | -- | -- |
| Jan 2008 | $2.9B | $2.7B | $233.2M | -- | -- |
| Dec 2007 | $2.9B | $2.7B | $233.2M | -- | -- |
| Mar 2007 | $2.9B | $2.7B | $233.2M | -- | -- |
| Mar 2006 | $2.6B | $2.4B | $229.4M | -- | -- |
| Dec 2005 | $2.7B | $2.4B | $327M | -- | -- |
| Apr 2004 | $2.7B | $2.4B | $343.4M | -- | -- |
| Mar 2004 | $2.7B | $2.4B | $343.4M | -- | -- |
| Dec 2003 | $2.3B | $2B | $313.3M | -- | -- |
| Mar 2002 | $2.6B | $2.2B | $416.7M | -- | -- |
DateApr 2023
Total AUM$223.6M
Discretionary$223.6M
Non-Disc.$0
Employees23
Clients0
DateNov 2022
Total AUM$4.4B
Discretionary$4.2B
Non-Disc.$275.6M
Employees28
Clients0
DateMar 2022
Total AUM$4.4B
Discretionary$4.2B
Non-Disc.$275.6M
Employees28
Clients0
DateJan 2022
Total AUM$4.4B
Discretionary$4.1B
Non-Disc.$260.1M
Employees28
Clients0
DateMar 2021
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$204.1M
Employees29
Clients0
DateJun 2020
Total AUM$3.4B
Discretionary$3.2B
Non-Disc.$136.6M
Employees25
Clients0
DateMar 2020
Total AUM$3.4B
Discretionary$3.2B
Non-Disc.$136.6M
Employees25
Clients0
DateDec 2019
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$85.6M
Employees27
Clients0
DateMar 2019
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$85.6M
Employees27
Clients0
DateMar 2018
Total AUM$3.1B
Discretionary$3B
Non-Disc.$97.8M
Employees25
Clients0
DateJun 2017
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$91M
Employees25
Clients1,100
DateApr 2017
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$91M
Employees25
Clients1,100
DateMar 2017
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$91M
Employees25
Clients1,100
DateJun 2016
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$87.3M
Employees27
Clients1,300
DateApr 2016
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$87.3M
Employees27
Clients1,300
DateMar 2016
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$87.3M
Employees27
Clients1,300
DateDec 2015
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$84.3M
Employees24
Clients1,300
DateJul 2015
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$84.3M
Employees24
Clients1,300
DateApr 2015
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$84.3M
Employees24
Clients1,300
DateMar 2015
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$84.3M
Employees24
Clients1,300
DateJul 2014
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$165.5M
Employees24
Clients1,300
DateJul 2014
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$165.5M
Employees24
Clients1,300
DateMay 2014
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$165.5M
Employees24
Clients1,300
DateMar 2014
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$165.5M
Employees24
Clients1,300
DateMay 2013
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$189.8M
Employees26
Clients1,300
DateApr 2013
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$189.8M
Employees26
Clients1,300
DateMay 2012
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$118.8M
Employees11
Clients1,300
DateApr 2012
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$118.8M
Employees11
Clients1,300
DateMar 2012
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$118.8M
Employees11
Clients1,300
DateMar 2011
Total AUM$3.4B
Discretionary$3.2B
Non-Disc.$146.5M
Employees--
Clients--
DateDec 2010
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$158.8M
Employees--
Clients--
DateMar 2009
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$112.1M
Employees--
Clients--
DateJan 2008
Total AUM$2.9B
Discretionary$2.7B
Non-Disc.$233.2M
Employees--
Clients--
DateDec 2007
Total AUM$2.9B
Discretionary$2.7B
Non-Disc.$233.2M
Employees--
Clients--
DateMar 2007
Total AUM$2.9B
Discretionary$2.7B
Non-Disc.$233.2M
Employees--
Clients--
DateMar 2006
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$229.4M
Employees--
Clients--
DateDec 2005
Total AUM$2.7B
Discretionary$2.4B
Non-Disc.$327M
Employees--
Clients--
DateApr 2004
Total AUM$2.7B
Discretionary$2.4B
Non-Disc.$343.4M
Employees--
Clients--
DateMar 2004
Total AUM$2.7B
Discretionary$2.4B
Non-Disc.$343.4M
Employees--
Clients--
DateDec 2003
Total AUM$2.3B
Discretionary$2B
Non-Disc.$313.3M
Employees--
Clients--
DateMar 2002
Total AUM$2.6B
Discretionary$2.2B
Non-Disc.$416.7M
Employees--
Clients--