WEYBOSSET RESEARCH & MANAGEMENT, LLC
CRD #108047 SEC #801-57627 PROVIDENCE, RI 401-421-7171
SEC Registered
Total AUM
$314.7M
Discretionary
$314.7M
Employees
3
Clients
--
Accounts
341
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $314.7M | $314.7M | $0 | 3 | 0 |
| Jan 2024 | $307.5M | $307.5M | $0 | 4 | 0 |
| Jan 2023 | $282.9M | $282.9M | $0 | 4 | 0 |
| Oct 2022 | $300M | $300M | $0 | 4 | 0 |
| Sep 2022 | $300M | $300M | $0 | 4 | 0 |
| Aug 2022 | $300M | $300M | $0 | 4 | 0 |
| Feb 2022 | $300M | $300M | $0 | 4 | 0 |
| Sep 2021 | $268.8M | $268.8M | $0 | 4 | 0 |
| Jan 2021 | $242.7M | $242.7M | $0 | 4 | 0 |
| Jun 2020 | $218.5M | $218.5M | $0 | 4 | 0 |
| Mar 2020 | $218.5M | $218.5M | $0 | 4 | 0 |
| Jan 2019 | $174.5M | $174.5M | $0 | 4 | 0 |
| Jan 2018 | $192.2M | $192.2M | $0 | 4 | 0 |
| Jan 2018 | $192.2M | $192.2M | $0 | 4 | 0 |
| Jan 2018 | $192.2M | $192.2M | $0 | 4 | 0 |
| Jan 2017 | $169.6M | $169.6M | $0 | 4 | 150 |
| Jun 2016 | $150.3M | $150.3M | $0 | 4 | 150 |
| May 2016 | $150.3M | $150.3M | $0 | 4 | 150 |
| Feb 2016 | $150.3M | $150.3M | $0 | 4 | 150 |
| Jan 2015 | $189.6M | $189.6M | $0 | 5 | 200 |
| Jan 2014 | $184.3M | $184.3M | $0 | 4 | 200 |
| Mar 2013 | $159.5M | $159.5M | $0 | 4 | 200 |
| Feb 2012 | $154M | $154M | $0 | 1 | 200 |
| Jun 2011 | $146.6M | $146.6M | $0 | 5 | -- |
| Jan 2011 | $146.6M | $146.6M | $0 | 5 | -- |
| Jan 2010 | $140.1M | $130.2M | $9.8M | 5 | -- |
| Jan 2008 | $198M | $185M | $12.9M | 5 | -- |
| Jan 2007 | $201.6M | $189.7M | $11.9M | 5 | -- |
| Feb 2006 | $185.7M | $175.1M | $10.6M | 5 | -- |
| Jun 2005 | $176.4M | $167.7M | $8.6M | 5 | -- |
DateJan 2025
Total AUM$314.7M
Discretionary$314.7M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$307.5M
Discretionary$307.5M
Non-Disc.$0
Employees4
Clients0
DateJan 2023
Total AUM$282.9M
Discretionary$282.9M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$268.8M
Discretionary$268.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$242.7M
Discretionary$242.7M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$218.5M
Discretionary$218.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$218.5M
Discretionary$218.5M
Non-Disc.$0
Employees4
Clients0
DateJan 2019
Total AUM$174.5M
Discretionary$174.5M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees4
Clients0
DateJan 2017
Total AUM$169.6M
Discretionary$169.6M
Non-Disc.$0
Employees4
Clients150
DateJun 2016
Total AUM$150.3M
Discretionary$150.3M
Non-Disc.$0
Employees4
Clients150
DateMay 2016
Total AUM$150.3M
Discretionary$150.3M
Non-Disc.$0
Employees4
Clients150
DateFeb 2016
Total AUM$150.3M
Discretionary$150.3M
Non-Disc.$0
Employees4
Clients150
DateJan 2015
Total AUM$189.6M
Discretionary$189.6M
Non-Disc.$0
Employees5
Clients200
DateJan 2014
Total AUM$184.3M
Discretionary$184.3M
Non-Disc.$0
Employees4
Clients200
DateMar 2013
Total AUM$159.5M
Discretionary$159.5M
Non-Disc.$0
Employees4
Clients200
DateFeb 2012
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees1
Clients200
DateJun 2011
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$140.1M
Discretionary$130.2M
Non-Disc.$9.8M
Employees5
Clients--
DateJan 2008
Total AUM$198M
Discretionary$185M
Non-Disc.$12.9M
Employees5
Clients--
DateJan 2007
Total AUM$201.6M
Discretionary$189.7M
Non-Disc.$11.9M
Employees5
Clients--
DateFeb 2006
Total AUM$185.7M
Discretionary$175.1M
Non-Disc.$10.6M
Employees5
Clients--
DateJun 2005
Total AUM$176.4M
Discretionary$167.7M
Non-Disc.$8.6M
Employees5
Clients--