WHV INVESTMENTS, INC.
CRD #107214 SEC #801-46131 SAN FRANCISCO, CA 415-981-6911
SEC Registered
Total AUM
$8.4B
Discretionary
$6.9B
Employees
56
Clients
--
Accounts
10,414
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $1B | $724.3M | $276.3M | 31 | 860 |
| Jan 2016 | $8.4B | $6.9B | $1.5B | 56 | 10,400 |
| Nov 2015 | $8.4B | $6.9B | $1.5B | 56 | 10,400 |
| Mar 2015 | $8.4B | $6.9B | $1.5B | 56 | 10,400 |
| Jan 2015 | $12.7B | $12.7B | $0 | 53 | 18,953 |
| Mar 2014 | $12.7B | $12.7B | $0 | 53 | 18,953 |
| Aug 2013 | $13.8B | $13.6B | $187.4M | 73 | 21,600 |
| Jun 2013 | $13.8B | $13.6B | $187.4M | 73 | 21,600 |
| Mar 2013 | $13.8B | $13.6B | $187.4M | 73 | 21,600 |
| Feb 2013 | $13.5B | $13.3B | $188.2M | 82 | 25,400 |
| Jan 2013 | $13.5B | $13.3B | $188.2M | 82 | 25,400 |
| Jan 2013 | $13.5B | $13.3B | $188.2M | 82 | 25,400 |
| Aug 2012 | $13.5B | $13.3B | $188.2M | 51 | 25,400 |
| Aug 2012 | $13.5B | $13.3B | $188.2M | 51 | 25,400 |
| Jul 2012 | $13.5B | $13.3B | $188.2M | 51 | 25,400 |
| Mar 2012 | $13.5B | $13.3B | $188.2M | 51 | 25,400 |
| Feb 2012 | $13.5B | $13.3B | $188.2M | 51 | 25,400 |
| Feb 2011 | $12.7B | $12.7B | $0 | 51 | -- |
| May 2010 | $12.7B | $12.7B | $0 | 51 | -- |
| Apr 2009 | $8.4B | $8.4B | $0 | 51 | -- |
| Mar 2009 | $8.4B | $8.4B | $0 | 51 | -- |
| Mar 2008 | $14.5B | $14.5B | $850.2K | 51 | -- |
| Apr 2007 | $9B | $9B | $60.4K | 51 | -- |
| Apr 2007 | $9B | $9B | $60.4K | 51 | -- |
| Apr 2007 | $9B | $9B | $60.4K | 51 | -- |
| Mar 2007 | $9B | $9B | $60.4K | 51 | -- |
| Mar 2006 | $6.6B | $6.6B | $59.8M | 51 | -- |
| May 2005 | $5.7B | $5.7B | $0 | 51 | -- |
| Jan 2005 | $5.8B | $5.8B | $11.5M | 51 | -- |
| Jan 2005 | $5.8B | $5.8B | $11.5M | 51 | -- |
| Sep 2004 | $5.8B | $5.8B | $11.5M | 51 | -- |
| May 2004 | $5.8B | $5.8B | $11.5M | 51 | -- |
| May 2004 | $5.8B | $5.8B | $11.5M | 51 | -- |
| Mar 2004 | $5.8B | $5.8B | $11.5M | 51 | -- |
| Apr 2002 | $4.4B | $4.4B | $10.2M | -- | -- |
| Mar 2002 | $4.4B | $4.4B | $10.2M | -- | -- |
| Jun 2001 | $4.2B | $4.2B | $12M | -- | -- |
DateMar 2016
Total AUM$1B
Discretionary$724.3M
Non-Disc.$276.3M
Employees31
Clients860
DateJan 2016
Total AUM$8.4B
Discretionary$6.9B
Non-Disc.$1.5B
Employees56
Clients10,400
DateNov 2015
Total AUM$8.4B
Discretionary$6.9B
Non-Disc.$1.5B
Employees56
Clients10,400
DateMar 2015
Total AUM$8.4B
Discretionary$6.9B
Non-Disc.$1.5B
Employees56
Clients10,400
DateJan 2015
Total AUM$12.7B
Discretionary$12.7B
Non-Disc.$0
Employees53
Clients18,953
DateMar 2014
Total AUM$12.7B
Discretionary$12.7B
Non-Disc.$0
Employees53
Clients18,953
DateAug 2013
Total AUM$13.8B
Discretionary$13.6B
Non-Disc.$187.4M
Employees73
Clients21,600
DateJun 2013
Total AUM$13.8B
Discretionary$13.6B
Non-Disc.$187.4M
Employees73
Clients21,600
DateMar 2013
Total AUM$13.8B
Discretionary$13.6B
Non-Disc.$187.4M
Employees73
Clients21,600
DateFeb 2013
Total AUM$13.5B
Discretionary$13.3B
Non-Disc.$188.2M
Employees82
Clients25,400
DateJan 2013
Total AUM$13.5B
Discretionary$13.3B
Non-Disc.$188.2M
Employees82
Clients25,400
DateJan 2013
Total AUM$13.5B
Discretionary$13.3B
Non-Disc.$188.2M
Employees82
Clients25,400
DateAug 2012
Total AUM$13.5B
Discretionary$13.3B
Non-Disc.$188.2M
Employees51
Clients25,400
DateAug 2012
Total AUM$13.5B
Discretionary$13.3B
Non-Disc.$188.2M
Employees51
Clients25,400
DateJul 2012
Total AUM$13.5B
Discretionary$13.3B
Non-Disc.$188.2M
Employees51
Clients25,400
DateMar 2012
Total AUM$13.5B
Discretionary$13.3B
Non-Disc.$188.2M
Employees51
Clients25,400
DateFeb 2012
Total AUM$13.5B
Discretionary$13.3B
Non-Disc.$188.2M
Employees51
Clients25,400
DateFeb 2011
Total AUM$12.7B
Discretionary$12.7B
Non-Disc.$0
Employees51
Clients--
DateMay 2010
Total AUM$12.7B
Discretionary$12.7B
Non-Disc.$0
Employees51
Clients--
DateApr 2009
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees51
Clients--
DateMar 2008
Total AUM$14.5B
Discretionary$14.5B
Non-Disc.$850.2K
Employees51
Clients--
DateApr 2007
Total AUM$9B
Discretionary$9B
Non-Disc.$60.4K
Employees51
Clients--
DateApr 2007
Total AUM$9B
Discretionary$9B
Non-Disc.$60.4K
Employees51
Clients--
DateApr 2007
Total AUM$9B
Discretionary$9B
Non-Disc.$60.4K
Employees51
Clients--
DateMar 2007
Total AUM$9B
Discretionary$9B
Non-Disc.$60.4K
Employees51
Clients--
DateMar 2006
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$59.8M
Employees51
Clients--
DateMay 2005
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees51
Clients--
DateJan 2005
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$11.5M
Employees51
Clients--
DateJan 2005
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$11.5M
Employees51
Clients--
DateSep 2004
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$11.5M
Employees51
Clients--
DateMay 2004
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$11.5M
Employees51
Clients--
DateMay 2004
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$11.5M
Employees51
Clients--
DateMar 2004
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$11.5M
Employees51
Clients--
DateApr 2002
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$10.2M
Employees--
Clients--
DateMar 2002
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$10.2M
Employees--
Clients--
DateJun 2001
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$12M
Employees--
Clients--