MACKENSEN & COMPANY, INC.
CRD #107937 SEC #801-55188 HAMPTON, NH 603-926-1775
SEC Registered Disclosures
Total AUM
$156M
Discretionary
$128.5M
Employees
3
Clients
101
Accounts
551
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $156M | $128.5M | $27.5M | 3 | 100 |
| Sep 2015 | $160.3M | $151.6M | $8.7M | 3 | 100 |
| Aug 2015 | $165M | $155.9M | $9.1M | 3 | 100 |
| Mar 2015 | $165M | $155.9M | $9.1M | 3 | 100 |
| Nov 2014 | $141.7M | $132.7M | $9.1M | 3 | 100 |
| Jul 2014 | $141.7M | $132.7M | $9.1M | 3 | 100 |
| Mar 2014 | $141.7M | $132.7M | $9.1M | 3 | 100 |
| Apr 2013 | $125.6M | $116.7M | $8.9M | 2 | 100 |
| Feb 2013 | $102M | $92.5M | $9.5M | 2 | 26 |
| Jul 2012 | $102M | $92.5M | $9.5M | 1 | 26 |
| Feb 2012 | $102M | $92.5M | $9.5M | 1 | 26 |
| Mar 2011 | $92.4M | $83.2M | $9.2M | 5 | -- |
| Mar 2010 | $69M | $61.2M | $7.8M | 5 | -- |
| Apr 2009 | $63.2M | $57.2M | $6M | 10 | -- |
| Mar 2009 | $63.2M | $57.2M | $6M | 10 | -- |
| Jan 2007 | $81.4M | $73.4M | $8M | 5 | -- |
| Jan 2006 | $70.1M | $62.9M | $7.2M | 5 | -- |
| Apr 2002 | $51.2M | $44.9M | $6.3M | 5 | -- |
DateMar 2016
Total AUM$156M
Discretionary$128.5M
Non-Disc.$27.5M
Employees3
Clients100
DateSep 2015
Total AUM$160.3M
Discretionary$151.6M
Non-Disc.$8.7M
Employees3
Clients100
DateAug 2015
Total AUM$165M
Discretionary$155.9M
Non-Disc.$9.1M
Employees3
Clients100
DateMar 2015
Total AUM$165M
Discretionary$155.9M
Non-Disc.$9.1M
Employees3
Clients100
DateNov 2014
Total AUM$141.7M
Discretionary$132.7M
Non-Disc.$9.1M
Employees3
Clients100
DateJul 2014
Total AUM$141.7M
Discretionary$132.7M
Non-Disc.$9.1M
Employees3
Clients100
DateMar 2014
Total AUM$141.7M
Discretionary$132.7M
Non-Disc.$9.1M
Employees3
Clients100
DateApr 2013
Total AUM$125.6M
Discretionary$116.7M
Non-Disc.$8.9M
Employees2
Clients100
DateFeb 2013
Total AUM$102M
Discretionary$92.5M
Non-Disc.$9.5M
Employees2
Clients26
DateJul 2012
Total AUM$102M
Discretionary$92.5M
Non-Disc.$9.5M
Employees1
Clients26
DateFeb 2012
Total AUM$102M
Discretionary$92.5M
Non-Disc.$9.5M
Employees1
Clients26
DateMar 2011
Total AUM$92.4M
Discretionary$83.2M
Non-Disc.$9.2M
Employees5
Clients--
DateMar 2010
Total AUM$69M
Discretionary$61.2M
Non-Disc.$7.8M
Employees5
Clients--
DateApr 2009
Total AUM$63.2M
Discretionary$57.2M
Non-Disc.$6M
Employees10
Clients--
DateMar 2009
Total AUM$63.2M
Discretionary$57.2M
Non-Disc.$6M
Employees10
Clients--
DateJan 2007
Total AUM$81.4M
Discretionary$73.4M
Non-Disc.$8M
Employees5
Clients--
DateJan 2006
Total AUM$70.1M
Discretionary$62.9M
Non-Disc.$7.2M
Employees5
Clients--
DateApr 2002
Total AUM$51.2M
Discretionary$44.9M
Non-Disc.$6.3M
Employees5
Clients--