SWARTHMORE ASSET MANAGEMENT LTD
CRD #108507 SEC #801-41752 NEW YORK, NY 212-741-2300
SEC Registered
Total AUM
$48.2M
Discretionary
$48.2M
Employees
2
Clients
--
Accounts
41
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $48.2M | $48.2M | $0 | 2 | 0 |
| Jan 2024 | $44.7M | $44.7M | $0 | 2 | 0 |
| Jan 2023 | $42.6M | $42.6M | $0 | 2 | 0 |
| Jan 2022 | $45M | $45M | $0 | 2 | 0 |
| Feb 2021 | $45.7M | $45.7M | $0 | 2 | 0 |
| Jun 2020 | $46.4M | $46.4M | $0 | 2 | 0 |
| Feb 2020 | $46.4M | $46.4M | $0 | 2 | 0 |
| Jan 2019 | $41.3M | $41.3M | $0 | 2 | 0 |
| Feb 2018 | $41.3M | $41.3M | $0 | 2 | 0 |
| Jan 2017 | $40.5M | $40.5M | $0 | 2 | 26 |
| Jan 2016 | $39.5M | $39.5M | $0 | 2 | 26 |
| Jan 2015 | $41.8M | $41.8M | $0 | 2 | 26 |
| Jan 2014 | $42M | $42M | $0 | 2 | 26 |
| Jan 2013 | $39.3M | $39.3M | $0 | 2 | 26 |
| Jan 2012 | $31.9M | $31.9M | $0 | 1 | 26 |
| Feb 2011 | $33.2M | $33.2M | $0 | 5 | -- |
| Feb 2009 | $31.3M | $31.3M | $0 | 5 | -- |
| Jan 2008 | $38.1M | $38.1M | $0 | 5 | -- |
| Feb 2007 | $36M | $36M | $0 | 5 | -- |
| Jan 2006 | $33.4M | $33.4M | $0 | 5 | -- |
| Sep 2005 | $37.1M | $37.1M | $0 | 5 | -- |
| Jan 2005 | $37.1M | $37.1M | $0 | 5 | -- |
| Mar 2002 | $27.8M | $27.8M | $0 | 5 | -- |
DateJan 2025
Total AUM$48.2M
Discretionary$48.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$44.7M
Discretionary$44.7M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$42.6M
Discretionary$42.6M
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$45.7M
Discretionary$45.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2019
Total AUM$41.3M
Discretionary$41.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$41.3M
Discretionary$41.3M
Non-Disc.$0
Employees2
Clients0
DateJan 2017
Total AUM$40.5M
Discretionary$40.5M
Non-Disc.$0
Employees2
Clients26
DateJan 2016
Total AUM$39.5M
Discretionary$39.5M
Non-Disc.$0
Employees2
Clients26
DateJan 2015
Total AUM$41.8M
Discretionary$41.8M
Non-Disc.$0
Employees2
Clients26
DateJan 2014
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees2
Clients26
DateJan 2013
Total AUM$39.3M
Discretionary$39.3M
Non-Disc.$0
Employees2
Clients26
DateJan 2012
Total AUM$31.9M
Discretionary$31.9M
Non-Disc.$0
Employees1
Clients26
DateFeb 2011
Total AUM$33.2M
Discretionary$33.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$31.3M
Discretionary$31.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$38.1M
Discretionary$38.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$33.4M
Discretionary$33.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$37.1M
Discretionary$37.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$37.1M
Discretionary$37.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$27.8M
Discretionary$27.8M
Non-Disc.$0
Employees5
Clients--