SHERLOCK INVESTMENT MANAGEMENT, INC.
CRD #107186 SEC #801-46193 BRATTLEBORO, VT 802-258-2370
SEC Registered
Total AUM
$166.6M
Discretionary
$166.6M
Employees
2
Clients
--
Accounts
114
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $166.6M | $166.6M | $0 | 2 | 100 |
| Mar 2015 | $162.5M | $162.5M | $0 | 2 | 100 |
| Mar 2014 | $166.8M | $166.8M | $0 | 2 | 100 |
| Mar 2013 | $150.7M | $150.7M | $0 | 2 | 100 |
| Mar 2012 | $138.2M | $138.2M | $0 | 1 | 124 |
| Aug 2010 | $116.7M | $116.7M | $0 | 5 | -- |
| Sep 2009 | $108.7M | $108.7M | $0 | 5 | -- |
| Mar 2008 | $133.2M | $133.2M | $0 | 5 | -- |
| Mar 2007 | $120.4M | $120.4M | $0 | 5 | -- |
| Mar 2006 | $102.3M | $102.3M | $0 | 5 | -- |
| Sep 2005 | $84.8M | $84.8M | $0 | 5 | -- |
| Mar 2004 | $70.8M | $70.8M | $0 | 5 | -- |
| Mar 2002 | $61M | $59M | $1.9M | 5 | -- |
DateMar 2016
Total AUM$166.6M
Discretionary$166.6M
Non-Disc.$0
Employees2
Clients100
DateMar 2015
Total AUM$162.5M
Discretionary$162.5M
Non-Disc.$0
Employees2
Clients100
DateMar 2014
Total AUM$166.8M
Discretionary$166.8M
Non-Disc.$0
Employees2
Clients100
DateMar 2013
Total AUM$150.7M
Discretionary$150.7M
Non-Disc.$0
Employees2
Clients100
DateMar 2012
Total AUM$138.2M
Discretionary$138.2M
Non-Disc.$0
Employees1
Clients124
DateAug 2010
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$133.2M
Discretionary$133.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$120.4M
Discretionary$120.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$84.8M
Discretionary$84.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$70.8M
Discretionary$70.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$61M
Discretionary$59M
Non-Disc.$1.9M
Employees5
Clients--