CHARLES FISH INVESTMENTS, INC.
CRD #110445 SEC #801-52674 IRVINE, CA 949-296-3970
SEC Registered
Total AUM
$342.1M
Discretionary
$342.1M
Employees
5
Clients
--
Accounts
51
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $342.1M | $342.1M | $0 | 5 | 0 |
| Nov 2024 | $356.1M | $356.1M | $0 | 5 | 0 |
| Mar 2024 | $356.1M | $356.1M | $0 | 5 | 0 |
| Feb 2024 | $356.1M | $356.1M | $0 | 5 | 0 |
| Feb 2023 | $298.3M | $298.3M | $0 | 5 | 0 |
| Nov 2022 | $318.4M | $318.4M | $0 | 5 | 0 |
| Apr 2022 | $318.4M | $318.4M | $0 | 5 | 0 |
| Jan 2022 | $318.4M | $318.4M | $0 | 5 | 0 |
| Jul 2021 | $319.6M | $319.6M | $0 | 5 | 0 |
| Apr 2021 | $319.6M | $319.6M | $0 | 5 | 0 |
| Mar 2021 | $319.6M | $319.6M | $0 | 5 | 0 |
| Sep 2020 | $347.9M | $347.9M | $0 | 5 | 0 |
| Jun 2020 | $347.9M | $347.9M | $0 | 5 | 0 |
| Mar 2020 | $347.9M | $347.9M | $0 | 5 | 0 |
| Feb 2019 | $374.1M | $374.1M | $0 | 5 | 0 |
| Mar 2018 | $573.7M | $415.6M | $158.1M | 5 | 0 |
| Mar 2017 | $597.4M | $358.6M | $238.9M | 7 | 26 |
| Mar 2016 | $594.7M | $366.1M | $228.6M | 7 | 26 |
| Mar 2015 | $578.6M | $360.5M | $218M | 6 | 26 |
| Sep 2014 | $547.8M | $336.1M | $211.7M | 6 | 26 |
| Mar 2014 | $547.8M | $336.1M | $211.7M | 6 | 26 |
| Oct 2013 | $562.3M | $345.2M | $217.1M | 6 | 26 |
| Mar 2013 | $562.3M | $345.2M | $217.1M | 6 | 26 |
| Mar 2012 | $642.3M | $394.3M | $248M | 1 | 26 |
| May 2011 | $618.7M | $391.4M | $227.3M | 5 | -- |
| Jun 2009 | $513.1M | $389.6M | $123.5M | 5 | -- |
| Dec 2007 | $432.5M | $322.3M | $110.2M | 10 | -- |
| Dec 2005 | $576.1M | $352.9M | $223.2M | 10 | -- |
| Dec 2004 | $527.5M | $324.2M | $203.3M | 10 | -- |
| Dec 2003 | $491.7M | $266.6M | $225.1M | 5 | -- |
DateJan 2025
Total AUM$342.1M
Discretionary$342.1M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$356.1M
Discretionary$356.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$356.1M
Discretionary$356.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$356.1M
Discretionary$356.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$298.3M
Discretionary$298.3M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$318.4M
Discretionary$318.4M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$318.4M
Discretionary$318.4M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$318.4M
Discretionary$318.4M
Non-Disc.$0
Employees5
Clients0
DateJul 2021
Total AUM$319.6M
Discretionary$319.6M
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$319.6M
Discretionary$319.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$319.6M
Discretionary$319.6M
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$347.9M
Discretionary$347.9M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$347.9M
Discretionary$347.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$347.9M
Discretionary$347.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$374.1M
Discretionary$374.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$573.7M
Discretionary$415.6M
Non-Disc.$158.1M
Employees5
Clients0
DateMar 2017
Total AUM$597.4M
Discretionary$358.6M
Non-Disc.$238.9M
Employees7
Clients26
DateMar 2016
Total AUM$594.7M
Discretionary$366.1M
Non-Disc.$228.6M
Employees7
Clients26
DateMar 2015
Total AUM$578.6M
Discretionary$360.5M
Non-Disc.$218M
Employees6
Clients26
DateSep 2014
Total AUM$547.8M
Discretionary$336.1M
Non-Disc.$211.7M
Employees6
Clients26
DateMar 2014
Total AUM$547.8M
Discretionary$336.1M
Non-Disc.$211.7M
Employees6
Clients26
DateOct 2013
Total AUM$562.3M
Discretionary$345.2M
Non-Disc.$217.1M
Employees6
Clients26
DateMar 2013
Total AUM$562.3M
Discretionary$345.2M
Non-Disc.$217.1M
Employees6
Clients26
DateMar 2012
Total AUM$642.3M
Discretionary$394.3M
Non-Disc.$248M
Employees1
Clients26
DateMay 2011
Total AUM$618.7M
Discretionary$391.4M
Non-Disc.$227.3M
Employees5
Clients--
DateJun 2009
Total AUM$513.1M
Discretionary$389.6M
Non-Disc.$123.5M
Employees5
Clients--
DateDec 2007
Total AUM$432.5M
Discretionary$322.3M
Non-Disc.$110.2M
Employees10
Clients--
DateDec 2005
Total AUM$576.1M
Discretionary$352.9M
Non-Disc.$223.2M
Employees10
Clients--
DateDec 2004
Total AUM$527.5M
Discretionary$324.2M
Non-Disc.$203.3M
Employees10
Clients--
DateDec 2003
Total AUM$491.7M
Discretionary$266.6M
Non-Disc.$225.1M
Employees5
Clients--