STEVENS FIRST PRINCIPLES INVESTMENT ADVISORS
CRD #108502 SEC #801-26834 IRVINE, CA 949-251-9333
SEC Registered Private Funds
Total AUM
$23.5K
Discretionary
$23.5K
Employees
1
Clients
1
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $23.5K | $23.5K | $0 | 1 | 2 |
| Jan 2020 | $281M | $281M | $0 | 4 | 2 |
| Apr 2019 | $281M | $281M | $0 | 4 | 2 |
| Mar 2019 | $281M | $281M | $0 | 4 | 2 |
| Mar 2018 | $292M | $292M | $0 | 4 | 2 |
| Mar 2017 | $256M | $256M | $0 | 4 | 200 |
| Mar 2016 | $259.1M | $253.5M | $5.6M | 5 | 200 |
| Dec 2015 | $281.4M | $275.6M | $5.7M | 5 | 200 |
| Aug 2015 | $281.4M | $275.6M | $5.7M | 5 | 200 |
| Mar 2015 | $281.4M | $275.6M | $5.7M | 5 | 200 |
| Mar 2015 | $281.4M | $275.6M | $5.7M | 5 | 200 |
| May 2014 | $272.9M | $267.5M | $5.5M | 5 | 200 |
| Mar 2014 | $272.9M | $267.5M | $5.5M | 5 | 200 |
| Mar 2014 | $272.9M | $267.5M | $5.5M | 5 | 200 |
| Mar 2013 | $256.1M | $251.9M | $4.2M | 5 | 200 |
| Mar 2012 | $315.4M | $312.2M | $3.2M | 1 | 200 |
| Mar 2011 | $238.3M | $230.2M | $8M | 5 | -- |
| Jan 2008 | $199.6M | $188.9M | $10.6M | 5 | -- |
| May 2007 | $199.6M | $188.9M | $10.6M | 5 | -- |
| Mar 2007 | $199.6M | $188.9M | $10.6M | 5 | -- |
| Mar 2006 | $174M | $149M | $25M | 5 | -- |
| Sep 2005 | $166.8M | $162.5M | $4.3M | 5 | -- |
| Jan 2005 | $212.8M | $147.8M | $65M | 5 | -- |
| Dec 2004 | $212.8M | $147.8M | $65M | 5 | -- |
| Mar 2002 | $138.8M | $103.5M | $35.2M | 5 | -- |
| Oct 2001 | $123.6M | $92.4M | $31.1M | 5 | -- |
DateMar 2020
Total AUM$23.5K
Discretionary$23.5K
Non-Disc.$0
Employees1
Clients2
DateJan 2020
Total AUM$281M
Discretionary$281M
Non-Disc.$0
Employees4
Clients2
DateApr 2019
Total AUM$281M
Discretionary$281M
Non-Disc.$0
Employees4
Clients2
DateMar 2019
Total AUM$281M
Discretionary$281M
Non-Disc.$0
Employees4
Clients2
DateMar 2018
Total AUM$292M
Discretionary$292M
Non-Disc.$0
Employees4
Clients2
DateMar 2017
Total AUM$256M
Discretionary$256M
Non-Disc.$0
Employees4
Clients200
DateMar 2016
Total AUM$259.1M
Discretionary$253.5M
Non-Disc.$5.6M
Employees5
Clients200
DateDec 2015
Total AUM$281.4M
Discretionary$275.6M
Non-Disc.$5.7M
Employees5
Clients200
DateAug 2015
Total AUM$281.4M
Discretionary$275.6M
Non-Disc.$5.7M
Employees5
Clients200
DateMar 2015
Total AUM$281.4M
Discretionary$275.6M
Non-Disc.$5.7M
Employees5
Clients200
DateMar 2015
Total AUM$281.4M
Discretionary$275.6M
Non-Disc.$5.7M
Employees5
Clients200
DateMay 2014
Total AUM$272.9M
Discretionary$267.5M
Non-Disc.$5.5M
Employees5
Clients200
DateMar 2014
Total AUM$272.9M
Discretionary$267.5M
Non-Disc.$5.5M
Employees5
Clients200
DateMar 2014
Total AUM$272.9M
Discretionary$267.5M
Non-Disc.$5.5M
Employees5
Clients200
DateMar 2013
Total AUM$256.1M
Discretionary$251.9M
Non-Disc.$4.2M
Employees5
Clients200
DateMar 2012
Total AUM$315.4M
Discretionary$312.2M
Non-Disc.$3.2M
Employees1
Clients200
DateMar 2011
Total AUM$238.3M
Discretionary$230.2M
Non-Disc.$8M
Employees5
Clients--
DateJan 2008
Total AUM$199.6M
Discretionary$188.9M
Non-Disc.$10.6M
Employees5
Clients--
DateMay 2007
Total AUM$199.6M
Discretionary$188.9M
Non-Disc.$10.6M
Employees5
Clients--
DateMar 2007
Total AUM$199.6M
Discretionary$188.9M
Non-Disc.$10.6M
Employees5
Clients--
DateMar 2006
Total AUM$174M
Discretionary$149M
Non-Disc.$25M
Employees5
Clients--
DateSep 2005
Total AUM$166.8M
Discretionary$162.5M
Non-Disc.$4.3M
Employees5
Clients--
DateJan 2005
Total AUM$212.8M
Discretionary$147.8M
Non-Disc.$65M
Employees5
Clients--
DateDec 2004
Total AUM$212.8M
Discretionary$147.8M
Non-Disc.$65M
Employees5
Clients--
DateMar 2002
Total AUM$138.8M
Discretionary$103.5M
Non-Disc.$35.2M
Employees5
Clients--
DateOct 2001
Total AUM$123.6M
Discretionary$92.4M
Non-Disc.$31.1M
Employees5
Clients--