WESTERN RESEARCH AND MANAGEMENT, L.L.C.
CRD #109509 SEC #802-116810 FORT WORTH, TX 817-877-9980
State Registered Exempt Reporting Private Funds
Total AUM
$284.3M
Discretionary
$284.3M
Employees
11
Clients
0
Accounts
223
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $284.3M | $284.3M | $0 | 11 | 0 |
| Jun 2018 | $258.9M | $258.9M | $0 | 12 | 100 |
| Mar 2018 | $258.9M | $258.9M | $0 | 12 | 100 |
| Jun 2017 | $210.8M | $210.8M | $0 | 13 | 100 |
| Mar 2017 | $210.8M | $210.8M | $0 | 13 | 100 |
| Dec 2016 | $182.3M | $182.3M | $0 | 14 | 100 |
| Jun 2016 | $182.3M | $182.3M | $0 | 14 | 100 |
| Mar 2016 | $182.3M | $182.3M | $0 | 14 | 100 |
| Jul 2015 | $185.6M | $185.6M | $0 | 14 | 26 |
| Mar 2015 | $185.6M | $185.6M | $0 | 14 | 26 |
| Mar 2014 | $177M | $177M | $0 | 14 | 26 |
| May 2013 | $139.5M | $139.5M | $0 | 11 | 26 |
| Apr 2013 | $139.5M | $139.5M | $0 | 11 | 26 |
| Feb 2012 | $117.9M | $117.9M | $0 | 11 | 101 |
| Mar 2011 | $109.8M | $109.8M | $0 | -- | -- |
| Feb 2011 | $109.8M | $109.8M | $0 | -- | -- |
| Mar 2009 | $141.8M | $125.7M | $16.1M | -- | -- |
| Feb 2009 | $141.8M | $125.7M | $16.1M | -- | -- |
| Mar 2007 | $106.7M | $106.7M | $0 | 10 | -- |
| Feb 2006 | $112.1M | $112.1M | $0 | 10 | -- |
| May 2001 | $48.1M | $48.1M | $0 | 10 | -- |
DateMar 2019
Total AUM$284.3M
Discretionary$284.3M
Non-Disc.$0
Employees11
Clients0
DateJun 2018
Total AUM$258.9M
Discretionary$258.9M
Non-Disc.$0
Employees12
Clients100
DateMar 2018
Total AUM$258.9M
Discretionary$258.9M
Non-Disc.$0
Employees12
Clients100
DateJun 2017
Total AUM$210.8M
Discretionary$210.8M
Non-Disc.$0
Employees13
Clients100
DateMar 2017
Total AUM$210.8M
Discretionary$210.8M
Non-Disc.$0
Employees13
Clients100
DateDec 2016
Total AUM$182.3M
Discretionary$182.3M
Non-Disc.$0
Employees14
Clients100
DateJun 2016
Total AUM$182.3M
Discretionary$182.3M
Non-Disc.$0
Employees14
Clients100
DateMar 2016
Total AUM$182.3M
Discretionary$182.3M
Non-Disc.$0
Employees14
Clients100
DateJul 2015
Total AUM$185.6M
Discretionary$185.6M
Non-Disc.$0
Employees14
Clients26
DateMar 2015
Total AUM$185.6M
Discretionary$185.6M
Non-Disc.$0
Employees14
Clients26
DateMar 2014
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees14
Clients26
DateMay 2013
Total AUM$139.5M
Discretionary$139.5M
Non-Disc.$0
Employees11
Clients26
DateApr 2013
Total AUM$139.5M
Discretionary$139.5M
Non-Disc.$0
Employees11
Clients26
DateFeb 2012
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees11
Clients101
DateMar 2011
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$141.8M
Discretionary$125.7M
Non-Disc.$16.1M
Employees--
Clients--
DateFeb 2009
Total AUM$141.8M
Discretionary$125.7M
Non-Disc.$16.1M
Employees--
Clients--
DateMar 2007
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees10
Clients--
DateMay 2001
Total AUM$48.1M
Discretionary$48.1M
Non-Disc.$0
Employees10
Clients--