FSI GROUP, LLC
CRD #109478 SEC #801-118286 CINCINNATI, OH 513-746-2200
SEC Registered Private Funds
Total AUM
$89.5M
Discretionary
$89.5M
Employees
5
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2020 | $89.5M | $89.5M | $0 | 5 | 1 |
| Mar 2019 | $117.9M | $117.9M | $0 | 7 | 1 |
| Mar 2018 | $125.9M | $125.9M | $0 | 7 | 1 |
| Dec 2017 | $174.3M | $174.3M | $0 | 7 | 1 |
| Aug 2017 | $184.5M | $184.5M | $0 | 7 | 1 |
| Apr 2017 | $3.3B | $3.3B | $0 | 11 | 11 |
| Mar 2017 | $3.3B | $3.3B | $0 | 11 | 11 |
| Mar 2016 | $3.4B | $3.4B | $0 | 13 | 11 |
| Mar 2015 | $3.5B | $3.5B | $0 | 19 | 11 |
| Mar 2014 | $3.7B | $3.7B | $0 | 20 | 26 |
| Mar 2013 | $3.7B | $3.7B | $0 | 20 | 26 |
| Oct 2012 | $3.8B | $3.8B | $0 | 11 | 26 |
| Apr 2012 | $3.8B | $3.8B | $0 | 11 | 26 |
| Mar 2012 | $3.8B | $3.8B | $0 | 11 | 26 |
| Mar 2011 | $4.1B | $4.1B | $0 | -- | -- |
| May 2010 | $4.2B | $4.2B | $0 | -- | -- |
| Mar 2009 | $5B | $5B | $0 | -- | -- |
| Feb 2009 | $6.9B | $6.9B | $0 | -- | -- |
| May 2007 | $5.7B | $5.7B | $0 | -- | -- |
| Mar 2007 | $5.7B | $5.7B | $0 | -- | -- |
| Mar 2004 | $149.6M | $149.6M | $0 | 10 | -- |
| Mar 2002 | $131M | $131M | $0 | 10 | -- |
DateFeb 2020
Total AUM$89.5M
Discretionary$89.5M
Non-Disc.$0
Employees5
Clients1
DateMar 2019
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees7
Clients1
DateMar 2018
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees7
Clients1
DateDec 2017
Total AUM$174.3M
Discretionary$174.3M
Non-Disc.$0
Employees7
Clients1
DateAug 2017
Total AUM$184.5M
Discretionary$184.5M
Non-Disc.$0
Employees7
Clients1
DateApr 2017
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees11
Clients11
DateMar 2017
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees11
Clients11
DateMar 2016
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees13
Clients11
DateMar 2015
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees19
Clients11
DateMar 2014
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees20
Clients26
DateMar 2013
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees20
Clients26
DateOct 2012
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees11
Clients26
DateApr 2012
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees11
Clients26
DateMar 2012
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees11
Clients26
DateMar 2011
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$149.6M
Discretionary$149.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees10
Clients--