S & CO., INC.
CRD #110026 SEC #801-33273 BOSTON, MA 617-227-8660
SEC Registered Private Funds
Total AUM
$2.3B
Discretionary
$2.3B
Employees
15
Clients
--
Accounts
372
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.3B | $2.3B | $0 | 15 | 0 |
| Mar 2024 | $2.1B | $2.1B | $0 | 14 | 0 |
| Mar 2023 | $2B | $2B | $0 | 15 | 0 |
| Mar 2022 | $2.2B | $2.2B | $0 | 15 | 0 |
| Mar 2021 | $1.8B | $1.8B | $0 | 15 | 0 |
| Jun 2020 | $1.7B | $1.7B | $0 | 15 | 0 |
| Mar 2020 | $1.7B | $1.7B | $0 | 15 | 0 |
| Mar 2019 | $1.5B | $1.5B | $0 | 14 | 0 |
| Apr 2018 | $1.5B | $1.5B | $0 | 16 | 0 |
| Jan 2018 | $1.5B | $1.5B | $0 | 16 | 0 |
| Mar 2017 | $1.4B | $1.4B | $0 | 15 | 300 |
| Mar 2016 | $1.3B | $1.3B | $0 | 14 | 200 |
| Mar 2015 | $1.4B | $1.4B | $0 | 13 | 200 |
| Jul 2014 | $1.3B | $1.3B | $0 | 13 | 200 |
| Jun 2014 | $1.3B | $1.3B | $0 | 13 | 200 |
| Mar 2014 | $1.3B | $1.3B | $0 | 13 | 200 |
| Mar 2013 | $1.1B | $1.1B | $0 | 11 | 26 |
| Apr 2012 | $1B | $1B | $0 | 6 | 26 |
| Mar 2012 | $1B | $1B | $0 | 6 | 26 |
| Mar 2011 | $1.1B | $1.1B | $0 | 10 | -- |
| Mar 2007 | $1B | $1B | $0 | 10 | -- |
| Mar 2006 | $945M | $945M | $0 | 10 | -- |
| Jan 2006 | $936.1M | $936.1M | $0 | 10 | -- |
| Sep 2005 | $936.1M | $936.1M | $0 | 10 | -- |
| Mar 2002 | $891.4M | $891.4M | $0 | 10 | -- |
DateMar 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees15
Clients0
DateMar 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees15
Clients0
DateJun 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees15
Clients0
DateMar 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees15
Clients0
DateMar 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees14
Clients0
DateApr 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients0
DateJan 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees16
Clients0
DateMar 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees15
Clients300
DateMar 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees14
Clients200
DateMar 2015
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients200
DateJul 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients200
DateJun 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients200
DateMar 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients200
DateMar 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients26
DateApr 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$945M
Discretionary$945M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$936.1M
Discretionary$936.1M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$936.1M
Discretionary$936.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$891.4M
Discretionary$891.4M
Non-Disc.$0
Employees10
Clients--