KDP ASSET MANAGEMENT, INC.
CRD #110265 SEC #801-57760 MONTPELIER, VT 802-223-0440
SEC Registered
Total AUM
$441.8M
Discretionary
$90.3M
Employees
19
Clients
--
Accounts
36
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2023 | $441.8M | $90.3M | $351.5M | 19 | 5 |
| Jun 2023 | $441.8M | $90.3M | $351.5M | 19 | 5 |
| May 2023 | $441.8M | $90.3M | $351.5M | 19 | 5 |
| Mar 2023 | $441.8M | $90.3M | $351.5M | 19 | 5 |
| Nov 2022 | $430.8M | $59.2M | $371.6M | 20 | 4 |
| Mar 2022 | $430.8M | $59.2M | $371.6M | 20 | 4 |
| Mar 2021 | $512.7M | $176.7M | $336M | 21 | 5 |
| May 2020 | $461.6M | $170.4M | $291.2M | 21 | 5 |
| Mar 2020 | $461.6M | $170.4M | $291.2M | 21 | 5 |
| May 2019 | $267.5M | $173.5M | $94M | 21 | 3 |
| Apr 2019 | $267.5M | $173.5M | $94M | 21 | 3 |
| Apr 2018 | $439.9M | $417.7M | $22.3M | 22 | 2 |
| Apr 2018 | $439.9M | $417.7M | $22.3M | 22 | 2 |
| Mar 2017 | $431.5M | $426.4M | $5.2M | 10 | 26 |
| Mar 2016 | $393.6M | $385.6M | $8M | 10 | 26 |
| Mar 2015 | $458M | $443.7M | $14.3M | 12 | 26 |
| Dec 2014 | $526.9M | $510.8M | $16.1M | 11 | 26 |
| Mar 2014 | $526.9M | $510.8M | $16.1M | 10 | 26 |
| Apr 2013 | $533.1M | $522.5M | $10.6M | 9 | 26 |
| Jul 2012 | $380.7M | $380.7M | $0 | 6 | 26 |
| Mar 2012 | $380.7M | $380.7M | $0 | 6 | 26 |
| Mar 2011 | $365.8M | $365.8M | $0 | 10 | -- |
| Jan 2010 | $412.5M | $412.5M | $0 | 10 | -- |
| Mar 2009 | $211.2M | $211.2M | $0 | 5 | -- |
| Sep 2007 | $275.8M | $275.8M | $0 | 10 | -- |
| Aug 2007 | $275.8M | $275.8M | $0 | 10 | -- |
| Mar 2007 | $275.8M | $275.8M | $0 | 10 | -- |
| Mar 2006 | $279.9M | $279.9M | $0 | 10 | -- |
| Sep 2005 | $318.3M | $318.3M | $0 | 10 | -- |
DateJul 2023
Total AUM$441.8M
Discretionary$90.3M
Non-Disc.$351.5M
Employees19
Clients5
DateJun 2023
Total AUM$441.8M
Discretionary$90.3M
Non-Disc.$351.5M
Employees19
Clients5
DateMay 2023
Total AUM$441.8M
Discretionary$90.3M
Non-Disc.$351.5M
Employees19
Clients5
DateMar 2023
Total AUM$441.8M
Discretionary$90.3M
Non-Disc.$351.5M
Employees19
Clients5
DateNov 2022
Total AUM$430.8M
Discretionary$59.2M
Non-Disc.$371.6M
Employees20
Clients4
DateMar 2022
Total AUM$430.8M
Discretionary$59.2M
Non-Disc.$371.6M
Employees20
Clients4
DateMar 2021
Total AUM$512.7M
Discretionary$176.7M
Non-Disc.$336M
Employees21
Clients5
DateMay 2020
Total AUM$461.6M
Discretionary$170.4M
Non-Disc.$291.2M
Employees21
Clients5
DateMar 2020
Total AUM$461.6M
Discretionary$170.4M
Non-Disc.$291.2M
Employees21
Clients5
DateMay 2019
Total AUM$267.5M
Discretionary$173.5M
Non-Disc.$94M
Employees21
Clients3
DateApr 2019
Total AUM$267.5M
Discretionary$173.5M
Non-Disc.$94M
Employees21
Clients3
DateApr 2018
Total AUM$439.9M
Discretionary$417.7M
Non-Disc.$22.3M
Employees22
Clients2
DateApr 2018
Total AUM$439.9M
Discretionary$417.7M
Non-Disc.$22.3M
Employees22
Clients2
DateMar 2017
Total AUM$431.5M
Discretionary$426.4M
Non-Disc.$5.2M
Employees10
Clients26
DateMar 2016
Total AUM$393.6M
Discretionary$385.6M
Non-Disc.$8M
Employees10
Clients26
DateMar 2015
Total AUM$458M
Discretionary$443.7M
Non-Disc.$14.3M
Employees12
Clients26
DateDec 2014
Total AUM$526.9M
Discretionary$510.8M
Non-Disc.$16.1M
Employees11
Clients26
DateMar 2014
Total AUM$526.9M
Discretionary$510.8M
Non-Disc.$16.1M
Employees10
Clients26
DateApr 2013
Total AUM$533.1M
Discretionary$522.5M
Non-Disc.$10.6M
Employees9
Clients26
DateJul 2012
Total AUM$380.7M
Discretionary$380.7M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$380.7M
Discretionary$380.7M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$365.8M
Discretionary$365.8M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$412.5M
Discretionary$412.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$211.2M
Discretionary$211.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$279.9M
Discretionary$279.9M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$318.3M
Discretionary$318.3M
Non-Disc.$0
Employees10
Clients--