LIPPER ADVISORY SERVICES INC
CRD #107283 SEC #801-39851 (908) 273-2454
SEC Registered Private Funds
Total AUM
$143M
Discretionary
$143M
Employees
3
Clients
--
Accounts
24
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $143M | $143M | $0 | 3 | 0 |
| Oct 2024 | $129.2M | $129.2M | $0 | 3 | 0 |
| Mar 2024 | $129.2M | $129.2M | $0 | 3 | 0 |
| Mar 2023 | $124.8M | $124.8M | $0 | 3 | 0 |
| Oct 2022 | $151.3M | $151.3M | $0 | 3 | 0 |
| May 2022 | $151.3M | $151.3M | $0 | 3 | 0 |
| Mar 2022 | $151.3M | $151.3M | $0 | 3 | 0 |
| Mar 2021 | $122.7M | $122.7M | $0 | 3 | 1 |
| May 2020 | $110.8M | $110.8M | $0 | 3 | 1 |
| Mar 2020 | $110.8M | $110.8M | $0 | 3 | 1 |
| Mar 2019 | $102.4M | $102.4M | $0 | 3 | 6 |
| Mar 2018 | $40.1M | $40.1M | $0 | 3 | 19 |
| Mar 2017 | $221.8M | $221.8M | $0 | 3 | 11 |
| Mar 2016 | $207.3M | $0 | $207.3M | 3 | 1 |
| Mar 2015 | $3B | $1.3B | $1.7B | 3 | 11 |
| Mar 2015 | $3B | $1.3B | $1.7B | 3 | 11 |
| Jul 2014 | $3.2B | $1.5B | $1.6B | 4 | 11 |
| Mar 2014 | $3.2B | $1.5B | $1.6B | 4 | 11 |
| Mar 2014 | $3.2B | $1.5B | $1.6B | 4 | 11 |
| Apr 2013 | $2.6B | $1.3B | $1.3B | 3 | 11 |
| Apr 2013 | $2.6B | $1.3B | $1.3B | 3 | 11 |
| Apr 2013 | $2.6B | $1.3B | $1.3B | 3 | 11 |
| Mar 2013 | $2.6B | $1.3B | $1.3B | 2 | 11 |
| Mar 2013 | $2.7B | $1.3B | $1.3B | 2 | 11 |
| Feb 2013 | $2.5B | $1.2B | $1.2B | 2 | 11 |
| Nov 2012 | $2.5B | $1.2B | $1.2B | 2 | 11 |
| Nov 2012 | $2.5B | $1.2B | $1.2B | 2 | 11 |
| Nov 2012 | $2.5B | $1.2B | $1.2B | 2 | 11 |
| Sep 2012 | $2.2B | $1.1B | $1.1B | 1 | 11 |
| Mar 2012 | $2.2B | $1.1B | $1.1B | 1 | 11 |
| Mar 2011 | $2.3B | $1.1B | $1.1B | 5 | -- |
| Mar 2011 | $2.3B | $1.1B | $1.1B | 5 | -- |
| Mar 2009 | $1.9B | $894.6M | $1B | 5 | -- |
| Mar 2008 | $2.5B | $1.1B | $1.4B | 5 | -- |
| Mar 2007 | $2.1B | $874M | $1.3B | 5 | -- |
| Mar 2004 | $1.4B | $525.6M | $902.3M | 5 | -- |
| Apr 2002 | $1.2B | $422.8M | $802.7M | 5 | -- |
DateMar 2025
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$129.2M
Discretionary$129.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$129.2M
Discretionary$129.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$151.3M
Discretionary$151.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$151.3M
Discretionary$151.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$151.3M
Discretionary$151.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$122.7M
Discretionary$122.7M
Non-Disc.$0
Employees3
Clients1
DateMay 2020
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees3
Clients1
DateMar 2020
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees3
Clients1
DateMar 2019
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees3
Clients6
DateMar 2018
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees3
Clients19
DateMar 2017
Total AUM$221.8M
Discretionary$221.8M
Non-Disc.$0
Employees3
Clients11
DateMar 2016
Total AUM$207.3M
Discretionary$0
Non-Disc.$207.3M
Employees3
Clients1
DateMar 2015
Total AUM$3B
Discretionary$1.3B
Non-Disc.$1.7B
Employees3
Clients11
DateMar 2015
Total AUM$3B
Discretionary$1.3B
Non-Disc.$1.7B
Employees3
Clients11
DateJul 2014
Total AUM$3.2B
Discretionary$1.5B
Non-Disc.$1.6B
Employees4
Clients11
DateMar 2014
Total AUM$3.2B
Discretionary$1.5B
Non-Disc.$1.6B
Employees4
Clients11
DateMar 2014
Total AUM$3.2B
Discretionary$1.5B
Non-Disc.$1.6B
Employees4
Clients11
DateApr 2013
Total AUM$2.6B
Discretionary$1.3B
Non-Disc.$1.3B
Employees3
Clients11
DateApr 2013
Total AUM$2.6B
Discretionary$1.3B
Non-Disc.$1.3B
Employees3
Clients11
DateApr 2013
Total AUM$2.6B
Discretionary$1.3B
Non-Disc.$1.3B
Employees3
Clients11
DateMar 2013
Total AUM$2.6B
Discretionary$1.3B
Non-Disc.$1.3B
Employees2
Clients11
DateMar 2013
Total AUM$2.7B
Discretionary$1.3B
Non-Disc.$1.3B
Employees2
Clients11
DateFeb 2013
Total AUM$2.5B
Discretionary$1.2B
Non-Disc.$1.2B
Employees2
Clients11
DateNov 2012
Total AUM$2.5B
Discretionary$1.2B
Non-Disc.$1.2B
Employees2
Clients11
DateNov 2012
Total AUM$2.5B
Discretionary$1.2B
Non-Disc.$1.2B
Employees2
Clients11
DateNov 2012
Total AUM$2.5B
Discretionary$1.2B
Non-Disc.$1.2B
Employees2
Clients11
DateSep 2012
Total AUM$2.2B
Discretionary$1.1B
Non-Disc.$1.1B
Employees1
Clients11
DateMar 2012
Total AUM$2.2B
Discretionary$1.1B
Non-Disc.$1.1B
Employees1
Clients11
DateMar 2011
Total AUM$2.3B
Discretionary$1.1B
Non-Disc.$1.1B
Employees5
Clients--
DateMar 2011
Total AUM$2.3B
Discretionary$1.1B
Non-Disc.$1.1B
Employees5
Clients--
DateMar 2009
Total AUM$1.9B
Discretionary$894.6M
Non-Disc.$1B
Employees5
Clients--
DateMar 2008
Total AUM$2.5B
Discretionary$1.1B
Non-Disc.$1.4B
Employees5
Clients--
DateMar 2007
Total AUM$2.1B
Discretionary$874M
Non-Disc.$1.3B
Employees5
Clients--
DateMar 2004
Total AUM$1.4B
Discretionary$525.6M
Non-Disc.$902.3M
Employees5
Clients--
DateApr 2002
Total AUM$1.2B
Discretionary$422.8M
Non-Disc.$802.7M
Employees5
Clients--