WATERSTONE INVESTMENT COUNSEL, LLC
CRD #106639 SEC #801-114090 CINCINNATI, OH 513-573-0440
SEC Registered
Total AUM
$140.7M
Discretionary
$140.5M
Employees
3
Clients
1
Accounts
462
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $140.7M | $140.5M | $170.8K | 3 | 0 |
| Mar 2023 | $140.7M | $140.5M | $170.8K | 3 | 0 |
| Mar 2022 | $170.4M | $162.9M | $7.5M | 3 | 0 |
| May 2021 | $144.7M | $138.3M | $6.4M | 3 | 0 |
| Mar 2021 | $144.7M | $138.3M | $6.4M | 3 | 0 |
| Mar 2021 | $144.7M | $138.3M | $6.4M | 3 | 0 |
| Jun 2020 | $128.2M | $123.7M | $4.5M | 3 | 0 |
| Feb 2020 | $128.2M | $123.7M | $4.5M | 3 | 0 |
| Nov 2019 | $119.9M | $115.5M | $4.5M | 3 | 0 |
| Mar 2019 | $103.7M | $103.4M | $306.3K | 4 | 0 |
| Sep 2018 | $111.7M | $111.3M | $326K | 4 | 0 |
| May 2012 | $59M | $58.7M | $338.7K | 1 | 300 |
| Apr 2012 | $59M | $58.7M | $338.7K | 1 | 300 |
| Mar 2012 | $59M | $58.7M | $338.7K | 1 | 300 |
| Jun 2011 | $59.6M | $59.2M | $375.3K | 5 | -- |
| Mar 2011 | $59.6M | $59.2M | $375.3K | 5 | -- |
| Mar 2011 | $59.6M | $59.2M | $375.3K | 5 | -- |
| Mar 2010 | $56.1M | $55.7M | $373.1K | 5 | -- |
| Mar 2009 | $50.7M | $50.5M | $183.1K | 5 | -- |
| Mar 2007 | $69.3M | $68.7M | $679.7K | 5 | -- |
| Mar 2006 | $63.9M | $63.4M | $424.9K | 5 | -- |
| Mar 2002 | $62.2M | $55.8M | $6.3M | 5 | -- |
DateApr 2023
Total AUM$140.7M
Discretionary$140.5M
Non-Disc.$170.8K
Employees3
Clients0
DateMar 2023
Total AUM$140.7M
Discretionary$140.5M
Non-Disc.$170.8K
Employees3
Clients0
DateMar 2022
Total AUM$170.4M
Discretionary$162.9M
Non-Disc.$7.5M
Employees3
Clients0
DateMay 2021
Total AUM$144.7M
Discretionary$138.3M
Non-Disc.$6.4M
Employees3
Clients0
DateMar 2021
Total AUM$144.7M
Discretionary$138.3M
Non-Disc.$6.4M
Employees3
Clients0
DateMar 2021
Total AUM$144.7M
Discretionary$138.3M
Non-Disc.$6.4M
Employees3
Clients0
DateJun 2020
Total AUM$128.2M
Discretionary$123.7M
Non-Disc.$4.5M
Employees3
Clients0
DateFeb 2020
Total AUM$128.2M
Discretionary$123.7M
Non-Disc.$4.5M
Employees3
Clients0
DateNov 2019
Total AUM$119.9M
Discretionary$115.5M
Non-Disc.$4.5M
Employees3
Clients0
DateMar 2019
Total AUM$103.7M
Discretionary$103.4M
Non-Disc.$306.3K
Employees4
Clients0
DateSep 2018
Total AUM$111.7M
Discretionary$111.3M
Non-Disc.$326K
Employees4
Clients0
DateMay 2012
Total AUM$59M
Discretionary$58.7M
Non-Disc.$338.7K
Employees1
Clients300
DateApr 2012
Total AUM$59M
Discretionary$58.7M
Non-Disc.$338.7K
Employees1
Clients300
DateMar 2012
Total AUM$59M
Discretionary$58.7M
Non-Disc.$338.7K
Employees1
Clients300
DateJun 2011
Total AUM$59.6M
Discretionary$59.2M
Non-Disc.$375.3K
Employees5
Clients--
DateMar 2011
Total AUM$59.6M
Discretionary$59.2M
Non-Disc.$375.3K
Employees5
Clients--
DateMar 2011
Total AUM$59.6M
Discretionary$59.2M
Non-Disc.$375.3K
Employees5
Clients--
DateMar 2010
Total AUM$56.1M
Discretionary$55.7M
Non-Disc.$373.1K
Employees5
Clients--
DateMar 2009
Total AUM$50.7M
Discretionary$50.5M
Non-Disc.$183.1K
Employees5
Clients--
DateMar 2007
Total AUM$69.3M
Discretionary$68.7M
Non-Disc.$679.7K
Employees5
Clients--
DateMar 2006
Total AUM$63.9M
Discretionary$63.4M
Non-Disc.$424.9K
Employees5
Clients--
DateMar 2002
Total AUM$62.2M
Discretionary$55.8M
Non-Disc.$6.3M
Employees5
Clients--