ESSEX LLC
CRD #108352 SEC #801-54274 DEER PARK, IL 847-777-7800
SEC Registered
Total AUM
$563.1M
Discretionary
$532.7M
Employees
10
Clients
251
Accounts
2,112
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $563.1M | $532.7M | $30.4M | 10 | 0 |
| Jun 2025 | $563.1M | $532.7M | $30.4M | 10 | 0 |
| May 2025 | $563.1M | $532.7M | $30.4M | 10 | 0 |
| Apr 2025 | $563.1M | $532.7M | $30.4M | 10 | 0 |
| Apr 2025 | $563.1M | $532.7M | $30.4M | 10 | 0 |
| Jan 2025 | $563.1M | $532.7M | $30.4M | 10 | 0 |
| Nov 2024 | $474.3M | $448.1M | $26.2M | 10 | 0 |
| Oct 2024 | $474.3M | $448.1M | $26.2M | 10 | 0 |
| Jul 2024 | $474.3M | $448.1M | $26.2M | 10 | 0 |
| Jun 2024 | $474.3M | $448.1M | $26.2M | 10 | 0 |
| Feb 2024 | $474.3M | $448.1M | $26.2M | 10 | 0 |
| Feb 2024 | $474.3M | $448.1M | $26.2M | 10 | 0 |
| Oct 2023 | $392.4M | $364.1M | $28.3M | 10 | 0 |
| Jul 2023 | $392.4M | $364.1M | $28.3M | 7 | 0 |
| May 2023 | $392.4M | $364.1M | $28.3M | 7 | 0 |
| Feb 2023 | $392.4M | $364.1M | $28.3M | 7 | 0 |
| Jul 2022 | $439.8M | $389.4M | $50.3M | 7 | 0 |
| Jun 2022 | $439.8M | $389.4M | $50.3M | 7 | 0 |
| May 2022 | $439.8M | $389.4M | $50.3M | 7 | 0 |
| May 2022 | $439.8M | $389.4M | $50.3M | 7 | 0 |
| Feb 2022 | $439.8M | $389.4M | $50.3M | 7 | 0 |
| Mar 2021 | $419.8M | $362.8M | $57.1M | 6 | 0 |
| Feb 2021 | $419.8M | $362.8M | $57.1M | 6 | 0 |
| May 2020 | $344.5M | $310M | $34.5M | 6 | 0 |
| Feb 2020 | $344.5M | $310M | $34.5M | 6 | 0 |
| Feb 2019 | $285.3M | $243.8M | $41.5M | 6 | 0 |
| Feb 2018 | $295.8M | $253M | $42.7M | 7 | 0 |
| May 2017 | $255.2M | $222.5M | $32.7M | 7 | 300 |
| Feb 2017 | $255.2M | $222.5M | $32.7M | 7 | 300 |
| Mar 2016 | $236.9M | $213.4M | $23.5M | 5 | 1,000 |
| Feb 2015 | $225M | $179.3M | $45.7M | 4 | 800 |
| Jan 2015 | $198.2M | $167.2M | $30.9M | 4 | 800 |
| Mar 2014 | $198.2M | $167.2M | $30.9M | 4 | 800 |
| Mar 2013 | $164.1M | $125.8M | $38.3M | 4 | 800 |
| Mar 2012 | $146.1M | $111.5M | $34.6M | 1 | 800 |
| Sep 2010 | $97.9M | $92.5M | $5.4M | 5 | -- |
| Jan 2008 | $110.9M | $103M | $7.9M | 5 | -- |
| Feb 2007 | $153.3M | $102M | $51.3M | 5 | -- |
| Jan 2006 | $82M | $67M | $15M | 5 | -- |
| Mar 2004 | $99M | $87.5M | $11.5M | 5 | -- |
| May 2002 | $280M | $130M | $150M | -- | -- |
DateNov 2025
Total AUM$563.1M
Discretionary$532.7M
Non-Disc.$30.4M
Employees10
Clients0
DateJun 2025
Total AUM$563.1M
Discretionary$532.7M
Non-Disc.$30.4M
Employees10
Clients0
DateMay 2025
Total AUM$563.1M
Discretionary$532.7M
Non-Disc.$30.4M
Employees10
Clients0
DateApr 2025
Total AUM$563.1M
Discretionary$532.7M
Non-Disc.$30.4M
Employees10
Clients0
DateApr 2025
Total AUM$563.1M
Discretionary$532.7M
Non-Disc.$30.4M
Employees10
Clients0
DateJan 2025
Total AUM$563.1M
Discretionary$532.7M
Non-Disc.$30.4M
Employees10
Clients0
DateNov 2024
Total AUM$474.3M
Discretionary$448.1M
Non-Disc.$26.2M
Employees10
Clients0
DateOct 2024
Total AUM$474.3M
Discretionary$448.1M
Non-Disc.$26.2M
Employees10
Clients0
DateJul 2024
Total AUM$474.3M
Discretionary$448.1M
Non-Disc.$26.2M
Employees10
Clients0
DateJun 2024
Total AUM$474.3M
Discretionary$448.1M
Non-Disc.$26.2M
Employees10
Clients0
DateFeb 2024
Total AUM$474.3M
Discretionary$448.1M
Non-Disc.$26.2M
Employees10
Clients0
DateFeb 2024
Total AUM$474.3M
Discretionary$448.1M
Non-Disc.$26.2M
Employees10
Clients0
DateOct 2023
Total AUM$392.4M
Discretionary$364.1M
Non-Disc.$28.3M
Employees10
Clients0
DateJul 2023
Total AUM$392.4M
Discretionary$364.1M
Non-Disc.$28.3M
Employees7
Clients0
DateMay 2023
Total AUM$392.4M
Discretionary$364.1M
Non-Disc.$28.3M
Employees7
Clients0
DateFeb 2023
Total AUM$392.4M
Discretionary$364.1M
Non-Disc.$28.3M
Employees7
Clients0
DateJul 2022
Total AUM$439.8M
Discretionary$389.4M
Non-Disc.$50.3M
Employees7
Clients0
DateJun 2022
Total AUM$439.8M
Discretionary$389.4M
Non-Disc.$50.3M
Employees7
Clients0
DateMay 2022
Total AUM$439.8M
Discretionary$389.4M
Non-Disc.$50.3M
Employees7
Clients0
DateMay 2022
Total AUM$439.8M
Discretionary$389.4M
Non-Disc.$50.3M
Employees7
Clients0
DateFeb 2022
Total AUM$439.8M
Discretionary$389.4M
Non-Disc.$50.3M
Employees7
Clients0
DateMar 2021
Total AUM$419.8M
Discretionary$362.8M
Non-Disc.$57.1M
Employees6
Clients0
DateFeb 2021
Total AUM$419.8M
Discretionary$362.8M
Non-Disc.$57.1M
Employees6
Clients0
DateMay 2020
Total AUM$344.5M
Discretionary$310M
Non-Disc.$34.5M
Employees6
Clients0
DateFeb 2020
Total AUM$344.5M
Discretionary$310M
Non-Disc.$34.5M
Employees6
Clients0
DateFeb 2019
Total AUM$285.3M
Discretionary$243.8M
Non-Disc.$41.5M
Employees6
Clients0
DateFeb 2018
Total AUM$295.8M
Discretionary$253M
Non-Disc.$42.7M
Employees7
Clients0
DateMay 2017
Total AUM$255.2M
Discretionary$222.5M
Non-Disc.$32.7M
Employees7
Clients300
DateFeb 2017
Total AUM$255.2M
Discretionary$222.5M
Non-Disc.$32.7M
Employees7
Clients300
DateMar 2016
Total AUM$236.9M
Discretionary$213.4M
Non-Disc.$23.5M
Employees5
Clients1,000
DateFeb 2015
Total AUM$225M
Discretionary$179.3M
Non-Disc.$45.7M
Employees4
Clients800
DateJan 2015
Total AUM$198.2M
Discretionary$167.2M
Non-Disc.$30.9M
Employees4
Clients800
DateMar 2014
Total AUM$198.2M
Discretionary$167.2M
Non-Disc.$30.9M
Employees4
Clients800
DateMar 2013
Total AUM$164.1M
Discretionary$125.8M
Non-Disc.$38.3M
Employees4
Clients800
DateMar 2012
Total AUM$146.1M
Discretionary$111.5M
Non-Disc.$34.6M
Employees1
Clients800
DateSep 2010
Total AUM$97.9M
Discretionary$92.5M
Non-Disc.$5.4M
Employees5
Clients--
DateJan 2008
Total AUM$110.9M
Discretionary$103M
Non-Disc.$7.9M
Employees5
Clients--
DateFeb 2007
Total AUM$153.3M
Discretionary$102M
Non-Disc.$51.3M
Employees5
Clients--
DateJan 2006
Total AUM$82M
Discretionary$67M
Non-Disc.$15M
Employees5
Clients--
DateMar 2004
Total AUM$99M
Discretionary$87.5M
Non-Disc.$11.5M
Employees5
Clients--
DateMay 2002
Total AUM$280M
Discretionary$130M
Non-Disc.$150M
Employees--
Clients--