STEWART & PATTEN CO LLC
CRD #109235 SEC #801-55172 LAFAYETTE, CA 415-421-4932
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
5
Clients
--
Accounts
773
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $1B | $1B | $18.5M | 5 | 0 |
| Mar 2023 | $935.4M | $919.4M | $16.1M | 5 | 0 |
| Jun 2022 | $1B | $1B | $14.8M | 5 | 0 |
| Mar 2022 | $1B | $1B | $14.8M | 5 | 0 |
| Nov 2021 | $971.9M | $955.2M | $16.7M | 5 | 0 |
| Feb 2021 | $971.9M | $955.2M | $16.7M | 5 | 0 |
| Jul 2020 | $969.2M | $950.4M | $18.8M | 5 | 0 |
| Jun 2020 | $969.2M | $950.4M | $18.8M | 5 | 0 |
| Mar 2020 | $969.2M | $950.4M | $18.8M | 5 | 0 |
| Mar 2019 | $840.8M | $824.9M | $15.8M | 6 | 0 |
| Mar 2018 | $928.4M | $908.7M | $19.7M | 6 | 0 |
| Mar 2017 | $861.3M | $854.6M | $6.8M | 6 | 400 |
| Feb 2017 | $861.3M | $854.6M | $6.8M | 6 | 400 |
| Mar 2016 | $805.8M | $799.5M | $6.3M | 6 | 400 |
| Feb 2015 | $844.5M | $837.4M | $7.2M | 6 | 400 |
| Feb 2015 | $844.5M | $837.4M | $7.2M | 6 | 400 |
| Nov 2014 | $815M | $808.1M | $6.8M | 5 | 400 |
| Apr 2014 | $815M | $808.1M | $6.8M | 5 | 400 |
| Feb 2014 | $815M | $808.1M | $6.8M | 5 | 400 |
| Feb 2014 | $815M | $808.1M | $6.8M | 5 | 400 |
| Jan 2014 | $730.5M | $724.8M | $5.7M | 4 | 400 |
| May 2013 | $730.5M | $724.8M | $5.7M | 4 | 400 |
| Mar 2013 | $730.5M | $724.8M | $5.7M | 4 | 400 |
| Jan 2013 | $692.7M | $685.7M | $7M | 4 | 400 |
| Sep 2012 | $692.7M | $685.7M | $7M | 6 | 400 |
| Aug 2012 | $692.7M | $685.7M | $7M | 6 | 400 |
| Mar 2012 | $692.7M | $685.7M | $7M | 6 | 400 |
| Apr 2011 | $674.6M | $667.3M | $7.2M | 10 | -- |
| Mar 2011 | $674.6M | $667.3M | $7.2M | 10 | -- |
| Mar 2010 | $616.7M | $607.8M | $8.9M | 10 | -- |
| May 2009 | $560.8M | $553.5M | $7.4M | 10 | -- |
| Mar 2009 | $560.8M | $553.5M | $7.4M | 10 | -- |
| Jun 2007 | $715.2M | $704M | $11.2M | 10 | -- |
| Mar 2007 | $498M | $488.5M | $9.5M | 10 | -- |
| Mar 2006 | $465.1M | $456.8M | $8.3M | 10 | -- |
| Sep 2005 | $429.3M | $429.3M | $0 | 10 | -- |
| Mar 2002 | $400.6M | $400.6M | $0 | 10 | -- |
DateFeb 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$18.5M
Employees5
Clients0
DateMar 2023
Total AUM$935.4M
Discretionary$919.4M
Non-Disc.$16.1M
Employees5
Clients0
DateJun 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$14.8M
Employees5
Clients0
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$14.8M
Employees5
Clients0
DateNov 2021
Total AUM$971.9M
Discretionary$955.2M
Non-Disc.$16.7M
Employees5
Clients0
DateFeb 2021
Total AUM$971.9M
Discretionary$955.2M
Non-Disc.$16.7M
Employees5
Clients0
DateJul 2020
Total AUM$969.2M
Discretionary$950.4M
Non-Disc.$18.8M
Employees5
Clients0
DateJun 2020
Total AUM$969.2M
Discretionary$950.4M
Non-Disc.$18.8M
Employees5
Clients0
DateMar 2020
Total AUM$969.2M
Discretionary$950.4M
Non-Disc.$18.8M
Employees5
Clients0
DateMar 2019
Total AUM$840.8M
Discretionary$824.9M
Non-Disc.$15.8M
Employees6
Clients0
DateMar 2018
Total AUM$928.4M
Discretionary$908.7M
Non-Disc.$19.7M
Employees6
Clients0
DateMar 2017
Total AUM$861.3M
Discretionary$854.6M
Non-Disc.$6.8M
Employees6
Clients400
DateFeb 2017
Total AUM$861.3M
Discretionary$854.6M
Non-Disc.$6.8M
Employees6
Clients400
DateMar 2016
Total AUM$805.8M
Discretionary$799.5M
Non-Disc.$6.3M
Employees6
Clients400
DateFeb 2015
Total AUM$844.5M
Discretionary$837.4M
Non-Disc.$7.2M
Employees6
Clients400
DateFeb 2015
Total AUM$844.5M
Discretionary$837.4M
Non-Disc.$7.2M
Employees6
Clients400
DateNov 2014
Total AUM$815M
Discretionary$808.1M
Non-Disc.$6.8M
Employees5
Clients400
DateApr 2014
Total AUM$815M
Discretionary$808.1M
Non-Disc.$6.8M
Employees5
Clients400
DateFeb 2014
Total AUM$815M
Discretionary$808.1M
Non-Disc.$6.8M
Employees5
Clients400
DateFeb 2014
Total AUM$815M
Discretionary$808.1M
Non-Disc.$6.8M
Employees5
Clients400
DateJan 2014
Total AUM$730.5M
Discretionary$724.8M
Non-Disc.$5.7M
Employees4
Clients400
DateMay 2013
Total AUM$730.5M
Discretionary$724.8M
Non-Disc.$5.7M
Employees4
Clients400
DateMar 2013
Total AUM$730.5M
Discretionary$724.8M
Non-Disc.$5.7M
Employees4
Clients400
DateJan 2013
Total AUM$692.7M
Discretionary$685.7M
Non-Disc.$7M
Employees4
Clients400
DateSep 2012
Total AUM$692.7M
Discretionary$685.7M
Non-Disc.$7M
Employees6
Clients400
DateAug 2012
Total AUM$692.7M
Discretionary$685.7M
Non-Disc.$7M
Employees6
Clients400
DateMar 2012
Total AUM$692.7M
Discretionary$685.7M
Non-Disc.$7M
Employees6
Clients400
DateApr 2011
Total AUM$674.6M
Discretionary$667.3M
Non-Disc.$7.2M
Employees10
Clients--
DateMar 2011
Total AUM$674.6M
Discretionary$667.3M
Non-Disc.$7.2M
Employees10
Clients--
DateMar 2010
Total AUM$616.7M
Discretionary$607.8M
Non-Disc.$8.9M
Employees10
Clients--
DateMay 2009
Total AUM$560.8M
Discretionary$553.5M
Non-Disc.$7.4M
Employees10
Clients--
DateMar 2009
Total AUM$560.8M
Discretionary$553.5M
Non-Disc.$7.4M
Employees10
Clients--
DateJun 2007
Total AUM$715.2M
Discretionary$704M
Non-Disc.$11.2M
Employees10
Clients--
DateMar 2007
Total AUM$498M
Discretionary$488.5M
Non-Disc.$9.5M
Employees10
Clients--
DateMar 2006
Total AUM$465.1M
Discretionary$456.8M
Non-Disc.$8.3M
Employees10
Clients--
DateSep 2005
Total AUM$429.3M
Discretionary$429.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$400.6M
Discretionary$400.6M
Non-Disc.$0
Employees10
Clients--