DERBY AND COMPANY INC
CRD #106924 SEC #801-30056 NEWTON, MA 617-527-8900
SEC Registered Private Funds
Total AUM
$691.3M
Discretionary
$690.1M
Employees
15
Clients
251
Accounts
887
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2021 | $691.3M | $690.1M | $1.2M | 15 | 73 |
| Mar 2021 | $691.3M | $690.1M | $1.2M | 15 | 73 |
| May 2020 | $622.1M | $622.1M | $0 | 11 | 67 |
| Mar 2020 | $622.1M | $622.1M | $0 | 11 | 67 |
| Nov 2019 | $529.9M | $528.4M | $1.5M | 13 | 71 |
| Apr 2019 | $529.9M | $528.4M | $1.5M | 13 | 71 |
| Mar 2019 | $529.9M | $528.4M | $1.5M | 13 | 71 |
| Mar 2018 | $567.9M | $567.9M | $0 | 14 | 423 |
| Mar 2017 | $493.7M | $493.7M | $0 | 19 | 500 |
| Nov 2016 | $488.2M | $469.6M | $18.6M | 10 | 400 |
| Aug 2016 | $488.2M | $469.6M | $18.6M | 10 | 400 |
| Jun 2016 | $488.2M | $469.6M | $18.6M | 10 | 400 |
| Mar 2016 | $488.2M | $469.6M | $18.6M | 10 | 400 |
| Feb 2016 | $486.5M | $468.1M | $18.4M | 15 | 400 |
| Jun 2015 | $486.5M | $468.1M | $18.4M | 15 | 400 |
| Apr 2015 | $486.5M | $468.1M | $18.4M | 14 | 400 |
| Mar 2015 | $486.5M | $468.1M | $18.4M | 14 | 400 |
| Mar 2015 | $528.5M | $511.8M | $16.7M | 15 | 400 |
| Mar 2014 | $528.5M | $511.8M | $16.7M | 15 | 400 |
| Nov 2013 | $470M | $443M | $27M | 20 | 400 |
| Aug 2013 | $470M | $443M | $27M | 20 | 400 |
| Apr 2013 | $470M | $443M | $27M | 20 | 400 |
| Sep 2012 | $460.2M | $396.9M | $63.3M | 11 | 400 |
| Mar 2012 | $460.2M | $396.9M | $63.3M | 11 | 400 |
| Mar 2012 | $448.4M | $396.9M | $51.5M | 11 | 400 |
| Jul 2011 | $472.9M | $394.5M | $78.4M | -- | -- |
| Mar 2011 | $472.9M | $394.5M | $78.4M | -- | -- |
| Aug 2010 | $413.6M | $362.7M | $50.8M | -- | -- |
| Mar 2010 | $413.6M | $362.7M | $50.8M | -- | -- |
| Mar 2009 | $360.5M | $320M | $40.5M | -- | -- |
| Dec 2007 | $447.9M | $408.1M | $39.9M | 10 | -- |
| Mar 2007 | $447.9M | $408.1M | $39.9M | 10 | -- |
| Sep 2005 | $419.1M | $383.4M | $35.7M | 10 | -- |
| Sep 2005 | $419.1M | $383.4M | $35.7M | 10 | -- |
| Mar 2004 | $396.2M | $373.8M | $22.5M | 10 | -- |
| Mar 2002 | $428.1M | $380.9M | $47.2M | 10 | -- |
DateNov 2021
Total AUM$691.3M
Discretionary$690.1M
Non-Disc.$1.2M
Employees15
Clients73
DateMar 2021
Total AUM$691.3M
Discretionary$690.1M
Non-Disc.$1.2M
Employees15
Clients73
DateMay 2020
Total AUM$622.1M
Discretionary$622.1M
Non-Disc.$0
Employees11
Clients67
DateMar 2020
Total AUM$622.1M
Discretionary$622.1M
Non-Disc.$0
Employees11
Clients67
DateNov 2019
Total AUM$529.9M
Discretionary$528.4M
Non-Disc.$1.5M
Employees13
Clients71
DateApr 2019
Total AUM$529.9M
Discretionary$528.4M
Non-Disc.$1.5M
Employees13
Clients71
DateMar 2019
Total AUM$529.9M
Discretionary$528.4M
Non-Disc.$1.5M
Employees13
Clients71
DateMar 2018
Total AUM$567.9M
Discretionary$567.9M
Non-Disc.$0
Employees14
Clients423
DateMar 2017
Total AUM$493.7M
Discretionary$493.7M
Non-Disc.$0
Employees19
Clients500
DateNov 2016
Total AUM$488.2M
Discretionary$469.6M
Non-Disc.$18.6M
Employees10
Clients400
DateAug 2016
Total AUM$488.2M
Discretionary$469.6M
Non-Disc.$18.6M
Employees10
Clients400
DateJun 2016
Total AUM$488.2M
Discretionary$469.6M
Non-Disc.$18.6M
Employees10
Clients400
DateMar 2016
Total AUM$488.2M
Discretionary$469.6M
Non-Disc.$18.6M
Employees10
Clients400
DateFeb 2016
Total AUM$486.5M
Discretionary$468.1M
Non-Disc.$18.4M
Employees15
Clients400
DateJun 2015
Total AUM$486.5M
Discretionary$468.1M
Non-Disc.$18.4M
Employees15
Clients400
DateApr 2015
Total AUM$486.5M
Discretionary$468.1M
Non-Disc.$18.4M
Employees14
Clients400
DateMar 2015
Total AUM$486.5M
Discretionary$468.1M
Non-Disc.$18.4M
Employees14
Clients400
DateMar 2015
Total AUM$528.5M
Discretionary$511.8M
Non-Disc.$16.7M
Employees15
Clients400
DateMar 2014
Total AUM$528.5M
Discretionary$511.8M
Non-Disc.$16.7M
Employees15
Clients400
DateNov 2013
Total AUM$470M
Discretionary$443M
Non-Disc.$27M
Employees20
Clients400
DateAug 2013
Total AUM$470M
Discretionary$443M
Non-Disc.$27M
Employees20
Clients400
DateApr 2013
Total AUM$470M
Discretionary$443M
Non-Disc.$27M
Employees20
Clients400
DateSep 2012
Total AUM$460.2M
Discretionary$396.9M
Non-Disc.$63.3M
Employees11
Clients400
DateMar 2012
Total AUM$460.2M
Discretionary$396.9M
Non-Disc.$63.3M
Employees11
Clients400
DateMar 2012
Total AUM$448.4M
Discretionary$396.9M
Non-Disc.$51.5M
Employees11
Clients400
DateJul 2011
Total AUM$472.9M
Discretionary$394.5M
Non-Disc.$78.4M
Employees--
Clients--
DateMar 2011
Total AUM$472.9M
Discretionary$394.5M
Non-Disc.$78.4M
Employees--
Clients--
DateAug 2010
Total AUM$413.6M
Discretionary$362.7M
Non-Disc.$50.8M
Employees--
Clients--
DateMar 2010
Total AUM$413.6M
Discretionary$362.7M
Non-Disc.$50.8M
Employees--
Clients--
DateMar 2009
Total AUM$360.5M
Discretionary$320M
Non-Disc.$40.5M
Employees--
Clients--
DateDec 2007
Total AUM$447.9M
Discretionary$408.1M
Non-Disc.$39.9M
Employees10
Clients--
DateMar 2007
Total AUM$447.9M
Discretionary$408.1M
Non-Disc.$39.9M
Employees10
Clients--
DateSep 2005
Total AUM$419.1M
Discretionary$383.4M
Non-Disc.$35.7M
Employees10
Clients--
DateSep 2005
Total AUM$419.1M
Discretionary$383.4M
Non-Disc.$35.7M
Employees10
Clients--
DateMar 2004
Total AUM$396.2M
Discretionary$373.8M
Non-Disc.$22.5M
Employees10
Clients--
DateMar 2002
Total AUM$428.1M
Discretionary$380.9M
Non-Disc.$47.2M
Employees10
Clients--