STEVENSON WALTER ROLAND
Legal name: STEVENSON CAPITAL MANAGEMENT, INC.
CRD #107419 SEC #801-17842 CUPERTINO, CA 408-973-7849
SEC Registered
Total AUM
$292M
Discretionary
$268.9M
Employees
5
Clients
0
Accounts
195
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2007 | $292M | $268.9M | $23.1M | 5 | -- |
| Mar 2006 | $270.9M | $247.7M | $23.2M | 5 | -- |
| Jan 2006 | $247.9M | $247.9M | $0 | 5 | -- |
| Sep 2005 | $242.3M | $242.3M | $0 | 5 | -- |
| Mar 2002 | $192.1M | $192.1M | $0 | 5 | -- |
DateFeb 2007
Total AUM$292M
Discretionary$268.9M
Non-Disc.$23.1M
Employees5
Clients--
DateMar 2006
Total AUM$270.9M
Discretionary$247.7M
Non-Disc.$23.2M
Employees5
Clients--
DateJan 2006
Total AUM$247.9M
Discretionary$247.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$192.1M
Discretionary$192.1M
Non-Disc.$0
Employees5
Clients--