ROOF EIDAM MAYCOCK PERALTA LLC
CRD #106696 SEC #801-53480 SAN FRANCISCO, CA 415-788-4600
SEC Registered
Total AUM
$727.1M
Discretionary
$727.1M
Employees
8
Clients
0
Accounts
949
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $727.1M | $727.1M | $0 | 8 | 0 |
| Sep 2024 | $693.1M | $690.6M | $2.5M | 8 | 0 |
| Apr 2024 | $693.1M | $690.6M | $2.5M | 8 | 0 |
| Mar 2024 | $693.1M | $690.6M | $2.5M | 8 | 0 |
| Apr 2023 | $615.8M | $603.7M | $12.1M | 8 | 0 |
| Apr 2023 | $615.8M | $603.7M | $12.1M | 8 | 0 |
| Mar 2023 | $615.8M | $603.7M | $12.1M | 8 | 0 |
| Mar 2023 | $615.8M | $603.7M | $12.1M | 8 | 0 |
| Jun 2022 | $705.5M | $687.9M | $17.6M | 9 | 0 |
| Feb 2022 | $705.5M | $687.9M | $17.6M | 9 | 0 |
| Feb 2022 | $705.5M | $687.9M | $17.6M | 9 | 0 |
| Feb 2022 | $705.5M | $687.9M | $17.6M | 9 | 0 |
| Feb 2021 | $638.6M | $623M | $15.6M | 7 | 0 |
| Dec 2020 | $617.2M | $599.7M | $17.5M | 9 | 0 |
| Jun 2020 | $617.2M | $599.7M | $17.5M | 9 | 0 |
| Mar 2020 | $617.2M | $599.7M | $17.5M | 9 | 0 |
| Nov 2019 | $543.7M | $511.4M | $32.2M | 9 | 0 |
| Feb 2019 | $543.7M | $511.4M | $32.2M | 9 | 0 |
| Feb 2019 | $543.7M | $511.4M | $32.2M | 9 | 0 |
| Oct 2018 | $550.9M | $530.9M | $20M | 9 | 0 |
| May 2018 | $550.9M | $530.9M | $20M | 9 | 0 |
| May 2018 | $550.9M | $530.9M | $20M | 9 | 0 |
| Mar 2018 | $550.9M | $530.9M | $20M | 9 | 0 |
| Feb 2018 | $550.9M | $530.9M | $20M | 9 | 0 |
| Apr 2017 | $457.4M | $430.2M | $27.1M | 9 | 296 |
| Feb 2017 | $457.4M | $430.2M | $27.1M | 9 | 296 |
| Mar 2016 | $448.9M | $424.4M | $24.5M | 9 | 315 |
| Mar 2016 | $448.9M | $424.4M | $24.5M | 9 | 315 |
| Jan 2016 | $449M | $340M | $109M | 8 | 400 |
| Feb 2015 | $449M | $340M | $109M | 8 | 400 |
| Jan 2014 | $393M | $373M | $20M | 8 | 400 |
| Oct 2013 | $349M | $345.6M | $3.4M | 5 | 300 |
| Aug 2013 | $349M | $345.6M | $3.4M | 5 | 300 |
| Mar 2013 | $349M | $345.6M | $3.4M | 5 | 300 |
| Mar 2012 | $304.9M | $302M | $2.9M | 6 | 300 |
| Mar 2009 | $242.6M | $242.6M | $0 | 10 | -- |
| Mar 2008 | $313.5M | $297.8M | $15.7M | 5 | -- |
| Mar 2007 | $235.7M | $223.9M | $11.8M | 5 | -- |
| Sep 2005 | $208.4M | $198M | $10.4M | 5 | -- |
| Mar 2004 | $180.8M | $171.3M | $9.4M | 5 | -- |
| Mar 2002 | $132.6M | $26.5M | $106.1M | 5 | -- |
DateFeb 2025
Total AUM$727.1M
Discretionary$727.1M
Non-Disc.$0
Employees8
Clients0
DateSep 2024
Total AUM$693.1M
Discretionary$690.6M
Non-Disc.$2.5M
Employees8
Clients0
DateApr 2024
Total AUM$693.1M
Discretionary$690.6M
Non-Disc.$2.5M
Employees8
Clients0
DateMar 2024
Total AUM$693.1M
Discretionary$690.6M
Non-Disc.$2.5M
Employees8
Clients0
DateApr 2023
Total AUM$615.8M
Discretionary$603.7M
Non-Disc.$12.1M
Employees8
Clients0
DateApr 2023
Total AUM$615.8M
Discretionary$603.7M
Non-Disc.$12.1M
Employees8
Clients0
DateMar 2023
Total AUM$615.8M
Discretionary$603.7M
Non-Disc.$12.1M
Employees8
Clients0
DateMar 2023
Total AUM$615.8M
Discretionary$603.7M
Non-Disc.$12.1M
Employees8
Clients0
DateJun 2022
Total AUM$705.5M
Discretionary$687.9M
Non-Disc.$17.6M
Employees9
Clients0
DateFeb 2022
Total AUM$705.5M
Discretionary$687.9M
Non-Disc.$17.6M
Employees9
Clients0
DateFeb 2022
Total AUM$705.5M
Discretionary$687.9M
Non-Disc.$17.6M
Employees9
Clients0
DateFeb 2022
Total AUM$705.5M
Discretionary$687.9M
Non-Disc.$17.6M
Employees9
Clients0
DateFeb 2021
Total AUM$638.6M
Discretionary$623M
Non-Disc.$15.6M
Employees7
Clients0
DateDec 2020
Total AUM$617.2M
Discretionary$599.7M
Non-Disc.$17.5M
Employees9
Clients0
DateJun 2020
Total AUM$617.2M
Discretionary$599.7M
Non-Disc.$17.5M
Employees9
Clients0
DateMar 2020
Total AUM$617.2M
Discretionary$599.7M
Non-Disc.$17.5M
Employees9
Clients0
DateNov 2019
Total AUM$543.7M
Discretionary$511.4M
Non-Disc.$32.2M
Employees9
Clients0
DateFeb 2019
Total AUM$543.7M
Discretionary$511.4M
Non-Disc.$32.2M
Employees9
Clients0
DateFeb 2019
Total AUM$543.7M
Discretionary$511.4M
Non-Disc.$32.2M
Employees9
Clients0
DateOct 2018
Total AUM$550.9M
Discretionary$530.9M
Non-Disc.$20M
Employees9
Clients0
DateMay 2018
Total AUM$550.9M
Discretionary$530.9M
Non-Disc.$20M
Employees9
Clients0
DateMay 2018
Total AUM$550.9M
Discretionary$530.9M
Non-Disc.$20M
Employees9
Clients0
DateMar 2018
Total AUM$550.9M
Discretionary$530.9M
Non-Disc.$20M
Employees9
Clients0
DateFeb 2018
Total AUM$550.9M
Discretionary$530.9M
Non-Disc.$20M
Employees9
Clients0
DateApr 2017
Total AUM$457.4M
Discretionary$430.2M
Non-Disc.$27.1M
Employees9
Clients296
DateFeb 2017
Total AUM$457.4M
Discretionary$430.2M
Non-Disc.$27.1M
Employees9
Clients296
DateMar 2016
Total AUM$448.9M
Discretionary$424.4M
Non-Disc.$24.5M
Employees9
Clients315
DateMar 2016
Total AUM$448.9M
Discretionary$424.4M
Non-Disc.$24.5M
Employees9
Clients315
DateJan 2016
Total AUM$449M
Discretionary$340M
Non-Disc.$109M
Employees8
Clients400
DateFeb 2015
Total AUM$449M
Discretionary$340M
Non-Disc.$109M
Employees8
Clients400
DateJan 2014
Total AUM$393M
Discretionary$373M
Non-Disc.$20M
Employees8
Clients400
DateOct 2013
Total AUM$349M
Discretionary$345.6M
Non-Disc.$3.4M
Employees5
Clients300
DateAug 2013
Total AUM$349M
Discretionary$345.6M
Non-Disc.$3.4M
Employees5
Clients300
DateMar 2013
Total AUM$349M
Discretionary$345.6M
Non-Disc.$3.4M
Employees5
Clients300
DateMar 2012
Total AUM$304.9M
Discretionary$302M
Non-Disc.$2.9M
Employees6
Clients300
DateMar 2009
Total AUM$242.6M
Discretionary$242.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$313.5M
Discretionary$297.8M
Non-Disc.$15.7M
Employees5
Clients--
DateMar 2007
Total AUM$235.7M
Discretionary$223.9M
Non-Disc.$11.8M
Employees5
Clients--
DateSep 2005
Total AUM$208.4M
Discretionary$198M
Non-Disc.$10.4M
Employees5
Clients--
DateMar 2004
Total AUM$180.8M
Discretionary$171.3M
Non-Disc.$9.4M
Employees5
Clients--
DateMar 2002
Total AUM$132.6M
Discretionary$26.5M
Non-Disc.$106.1M
Employees5
Clients--