ZEPHYR INVESTMENT MANAGEMENT
CRD #108020 SEC #801-55289 WESTLAKE VILLAGE, CA 805-496-6810
SEC Registered
Total AUM
$61M
Discretionary
$53.2M
Employees
1
Clients
26
Accounts
312
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $61M | $53.2M | $7.8M | 1 | 200 |
| May 2012 | $61M | $53.2M | $7.8M | 1 | 200 |
| Apr 2012 | $61M | $53.2M | $7.8M | 1 | 200 |
| Apr 2012 | $61M | $53.2M | $7.8M | 1 | 200 |
| Mar 2012 | $61M | $53.2M | $7.8M | 1 | 200 |
| Feb 2009 | $27.7M | $22.6M | $5.2M | 5 | -- |
| Jan 2008 | $29.3M | $22.6M | $6.8M | 5 | -- |
| Mar 2007 | $30.5M | $26.1M | $4.4M | 5 | -- |
| Dec 2006 | $34.7M | $32.7M | $1.9M | 5 | -- |
| Feb 2006 | $34.7M | $32.7M | $1.9M | 5 | -- |
| Aug 2004 | $48.9M | $47.2M | $1.7M | 5 | -- |
| Mar 2004 | $48.9M | $47.2M | $1.7M | 5 | -- |
| Dec 2003 | $39.6M | $38.2M | $1.5M | 5 | -- |
| Mar 2002 | $45.6M | $44.1M | $1.5M | 5 | -- |
DateJun 2012
Total AUM$61M
Discretionary$53.2M
Non-Disc.$7.8M
Employees1
Clients200
DateMay 2012
Total AUM$61M
Discretionary$53.2M
Non-Disc.$7.8M
Employees1
Clients200
DateApr 2012
Total AUM$61M
Discretionary$53.2M
Non-Disc.$7.8M
Employees1
Clients200
DateApr 2012
Total AUM$61M
Discretionary$53.2M
Non-Disc.$7.8M
Employees1
Clients200
DateMar 2012
Total AUM$61M
Discretionary$53.2M
Non-Disc.$7.8M
Employees1
Clients200
DateFeb 2009
Total AUM$27.7M
Discretionary$22.6M
Non-Disc.$5.2M
Employees5
Clients--
DateJan 2008
Total AUM$29.3M
Discretionary$22.6M
Non-Disc.$6.8M
Employees5
Clients--
DateMar 2007
Total AUM$30.5M
Discretionary$26.1M
Non-Disc.$4.4M
Employees5
Clients--
DateDec 2006
Total AUM$34.7M
Discretionary$32.7M
Non-Disc.$1.9M
Employees5
Clients--
DateFeb 2006
Total AUM$34.7M
Discretionary$32.7M
Non-Disc.$1.9M
Employees5
Clients--
DateAug 2004
Total AUM$48.9M
Discretionary$47.2M
Non-Disc.$1.7M
Employees5
Clients--
DateMar 2004
Total AUM$48.9M
Discretionary$47.2M
Non-Disc.$1.7M
Employees5
Clients--
DateDec 2003
Total AUM$39.6M
Discretionary$38.2M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2002
Total AUM$45.6M
Discretionary$44.1M
Non-Disc.$1.5M
Employees5
Clients--