BAXTER BROTHERS INC.
Legal name: BAXTER INVESTMENT MANAGEMENT
CRD #106548 SEC #801-1939 RIVERSIDE, CT 203-637-4559
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
7
Clients
26
Accounts
1,032
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1B | $1B | $0 | 7 | 0 |
| Mar 2025 | $1B | $1B | $0 | 7 | 0 |
| Apr 2024 | $915.1M | $915.1M | $0 | 7 | 0 |
| Mar 2024 | $915.1M | $915.1M | $0 | 7 | 0 |
| Mar 2023 | $673.5M | $673.5M | $0 | 7 | 0 |
| Mar 2022 | $865.4M | $858M | $7.4M | 7 | 0 |
| Mar 2021 | $706.3M | $706.3M | $0 | 7 | 0 |
| Jul 2020 | $671M | $671M | $0 | 7 | 0 |
| Jun 2020 | $671M | $671M | $0 | 7 | 0 |
| Mar 2020 | $671M | $671M | $0 | 7 | 0 |
| Mar 2019 | $495.1M | $495.1M | $0 | 6 | 0 |
| Mar 2018 | $501.1M | $501.1M | $0 | 6 | 0 |
| Apr 2017 | $422.5M | $422.5M | $0 | 6 | 300 |
| Mar 2017 | $422.5M | $422.5M | $0 | 6 | 300 |
| Mar 2017 | $422.5M | $422.5M | $0 | 6 | 300 |
| Mar 2016 | $372.1M | $372.1M | $0 | 6 | 300 |
| Oct 2015 | $372.1M | $372.1M | $0 | 6 | 300 |
| Jan 2015 | $372.1M | $372.1M | $0 | 6 | 300 |
| Sep 2014 | $316.2M | $316.2M | $0 | 6 | 300 |
| Jul 2014 | $316.2M | $316.2M | $0 | 6 | 300 |
| Mar 2014 | $316.2M | $316.2M | $0 | 6 | 300 |
| Jul 2013 | $230.4M | $230.4M | $0 | 6 | 300 |
| Mar 2013 | $230.4M | $230.4M | $0 | 6 | 300 |
| Mar 2012 | $208.4M | $208.4M | $0 | 6 | 500 |
| Mar 2011 | $210.3M | $210.3M | $0 | 10 | -- |
| Oct 2010 | $193.2M | $193.2M | $0 | 10 | -- |
| Mar 2009 | $193.2M | $193.2M | $0 | 10 | -- |
| Feb 2007 | $249.8M | $249.8M | $0 | 10 | -- |
| Mar 2006 | $242.4M | $242.4M | $0 | 501 | -- |
| Jan 2006 | $242.4M | $242.4M | $0 | 501 | -- |
| Jan 2005 | $252.5M | $252.5M | $0 | 10 | -- |
| Mar 2002 | $197.9M | $197.9M | $0 | 10 | -- |
DateDec 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees7
Clients0
DateApr 2024
Total AUM$915.1M
Discretionary$915.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$915.1M
Discretionary$915.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$673.5M
Discretionary$673.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$865.4M
Discretionary$858M
Non-Disc.$7.4M
Employees7
Clients0
DateMar 2021
Total AUM$706.3M
Discretionary$706.3M
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$671M
Discretionary$671M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$671M
Discretionary$671M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$671M
Discretionary$671M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$495.1M
Discretionary$495.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$501.1M
Discretionary$501.1M
Non-Disc.$0
Employees6
Clients0
DateApr 2017
Total AUM$422.5M
Discretionary$422.5M
Non-Disc.$0
Employees6
Clients300
DateMar 2017
Total AUM$422.5M
Discretionary$422.5M
Non-Disc.$0
Employees6
Clients300
DateMar 2017
Total AUM$422.5M
Discretionary$422.5M
Non-Disc.$0
Employees6
Clients300
DateMar 2016
Total AUM$372.1M
Discretionary$372.1M
Non-Disc.$0
Employees6
Clients300
DateOct 2015
Total AUM$372.1M
Discretionary$372.1M
Non-Disc.$0
Employees6
Clients300
DateJan 2015
Total AUM$372.1M
Discretionary$372.1M
Non-Disc.$0
Employees6
Clients300
DateSep 2014
Total AUM$316.2M
Discretionary$316.2M
Non-Disc.$0
Employees6
Clients300
DateJul 2014
Total AUM$316.2M
Discretionary$316.2M
Non-Disc.$0
Employees6
Clients300
DateMar 2014
Total AUM$316.2M
Discretionary$316.2M
Non-Disc.$0
Employees6
Clients300
DateJul 2013
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees6
Clients300
DateMar 2013
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$208.4M
Discretionary$208.4M
Non-Disc.$0
Employees6
Clients500
DateMar 2011
Total AUM$210.3M
Discretionary$210.3M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$193.2M
Discretionary$193.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$193.2M
Discretionary$193.2M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$249.8M
Discretionary$249.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$242.4M
Discretionary$242.4M
Non-Disc.$0
Employees501
Clients--
DateJan 2006
Total AUM$242.4M
Discretionary$242.4M
Non-Disc.$0
Employees501
Clients--
DateJan 2005
Total AUM$252.5M
Discretionary$252.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$197.9M
Discretionary$197.9M
Non-Disc.$0
Employees10
Clients--