WHELAN CAPITAL MANAGEMENT, INC.
CRD #107216 SEC #801-39912 PALO ALTO, CA 650-833-7880
SEC Registered
Total AUM
$47.9M
Discretionary
$47.9M
Employees
5
Clients
0
Accounts
17
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2011 | $50.1M | $50.1M | $0 | 5 | -- |
| Jul 2011 | $50.1M | $50.1M | $0 | 5 | -- |
| Jun 2011 | $50.1M | $50.1M | $0 | 5 | -- |
| May 2011 | $50.1M | $50.1M | $0 | 5 | -- |
| Apr 2011 | $47.8M | $47.8M | $0 | 5 | -- |
| Mar 2011 | $47.8M | $47.8M | $0 | 5 | -- |
| Feb 2011 | $43.5M | $43.5M | $0 | 5 | -- |
| Dec 2010 | $43.5M | $43.5M | $0 | 5 | -- |
| Jan 2008 | $45.4M | $45.4M | $0 | 5 | -- |
| Feb 2007 | $47.9M | $47.9M | $0 | 5 | -- |
| Feb 2006 | $46.2M | $46M | $205.3K | 5 | -- |
| Aug 2004 | $48.9M | $48.5M | $400.7K | 5 | -- |
| Aug 2004 | $48.9M | $48.5M | $400.7K | 5 | -- |
| Jun 2001 | $138.2M | $138.2M | $0 | 5 | -- |
DateAug 2011
Total AUM$50.1M
Discretionary$50.1M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$50.1M
Discretionary$50.1M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$50.1M
Discretionary$50.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$50.1M
Discretionary$50.1M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$47.8M
Discretionary$47.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$47.8M
Discretionary$47.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$47.9M
Discretionary$47.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$46.2M
Discretionary$46M
Non-Disc.$205.3K
Employees5
Clients--
DateAug 2004
Total AUM$48.9M
Discretionary$48.5M
Non-Disc.$400.7K
Employees5
Clients--
DateAug 2004
Total AUM$48.9M
Discretionary$48.5M
Non-Disc.$400.7K
Employees5
Clients--
DateJun 2001
Total AUM$138.2M
Discretionary$138.2M
Non-Disc.$0
Employees5
Clients--