TREVOR STEWART BURTON & JACOBSEN INC
CRD #110628 SEC #801-10369 NEW YORK, NY 212-972-8150
SEC Registered
Total AUM
$91.3M
Discretionary
$90.3M
Employees
4
Clients
--
Accounts
88
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2018 | $91.3M | $90.3M | $1M | 4 | 0 |
| Nov 2018 | $91.3M | $90.3M | $1M | 4 | 0 |
| Dec 2017 | $106.5M | $105.6M | $884.5K | 5 | 0 |
| Mar 2017 | $197.6M | $196.7M | $885.7K | 8 | 26 |
| Dec 2016 | $197.6M | $196.7M | $885.7K | 8 | 26 |
| Jul 2016 | $204.1M | $203.3M | $711.1K | 8 | 26 |
| Dec 2015 | $204.1M | $203.3M | $711.1K | 8 | 26 |
| Jun 2015 | $317.1M | $316.3M | $769.1K | 10 | 26 |
| Mar 2015 | $317.1M | $316.3M | $769.1K | 10 | 26 |
| Nov 2014 | $317.1M | $316.3M | $769.1K | 10 | 26 |
| Mar 2014 | $368.8M | $368.1M | $773.7K | 9 | 26 |
| Dec 2013 | $368.8M | $368.1M | $773.7K | 9 | 26 |
| Apr 2013 | $456.5M | $455.9M | $627.4K | 10 | 26 |
| Nov 2012 | $456.5M | $455.9M | $627.4K | 10 | 26 |
| Mar 2012 | $477M | $476.5M | $560.7K | 6 | 26 |
| Dec 2011 | $470.9M | $470.4M | $504.6K | 6 | 26 |
| Aug 2011 | $563.1M | $562.5M | $574.5K | 10 | -- |
| Mar 2011 | $563.1M | $562.5M | $574.5K | 10 | -- |
| Dec 2010 | $563.1M | $562.5M | $574.5K | 10 | -- |
| Dec 2007 | $748.7M | $747.4M | $1.2M | -- | -- |
| Dec 2006 | $683.4M | $682.1M | $1.3M | -- | -- |
| Dec 2005 | $703.7M | $703.2M | $547.7K | -- | -- |
| Oct 2005 | $728.1M | $719.2M | $8.9M | -- | -- |
| Feb 2005 | $728.1M | $719.2M | $8.9M | -- | -- |
| Jul 2004 | $700.9M | $690.4M | $10.5M | -- | -- |
| Dec 2003 | $700.9M | $690.4M | $10.5M | -- | -- |
DateDec 2018
Total AUM$91.3M
Discretionary$90.3M
Non-Disc.$1M
Employees4
Clients0
DateNov 2018
Total AUM$91.3M
Discretionary$90.3M
Non-Disc.$1M
Employees4
Clients0
DateDec 2017
Total AUM$106.5M
Discretionary$105.6M
Non-Disc.$884.5K
Employees5
Clients0
DateMar 2017
Total AUM$197.6M
Discretionary$196.7M
Non-Disc.$885.7K
Employees8
Clients26
DateDec 2016
Total AUM$197.6M
Discretionary$196.7M
Non-Disc.$885.7K
Employees8
Clients26
DateJul 2016
Total AUM$204.1M
Discretionary$203.3M
Non-Disc.$711.1K
Employees8
Clients26
DateDec 2015
Total AUM$204.1M
Discretionary$203.3M
Non-Disc.$711.1K
Employees8
Clients26
DateJun 2015
Total AUM$317.1M
Discretionary$316.3M
Non-Disc.$769.1K
Employees10
Clients26
DateMar 2015
Total AUM$317.1M
Discretionary$316.3M
Non-Disc.$769.1K
Employees10
Clients26
DateNov 2014
Total AUM$317.1M
Discretionary$316.3M
Non-Disc.$769.1K
Employees10
Clients26
DateMar 2014
Total AUM$368.8M
Discretionary$368.1M
Non-Disc.$773.7K
Employees9
Clients26
DateDec 2013
Total AUM$368.8M
Discretionary$368.1M
Non-Disc.$773.7K
Employees9
Clients26
DateApr 2013
Total AUM$456.5M
Discretionary$455.9M
Non-Disc.$627.4K
Employees10
Clients26
DateNov 2012
Total AUM$456.5M
Discretionary$455.9M
Non-Disc.$627.4K
Employees10
Clients26
DateMar 2012
Total AUM$477M
Discretionary$476.5M
Non-Disc.$560.7K
Employees6
Clients26
DateDec 2011
Total AUM$470.9M
Discretionary$470.4M
Non-Disc.$504.6K
Employees6
Clients26
DateAug 2011
Total AUM$563.1M
Discretionary$562.5M
Non-Disc.$574.5K
Employees10
Clients--
DateMar 2011
Total AUM$563.1M
Discretionary$562.5M
Non-Disc.$574.5K
Employees10
Clients--
DateDec 2010
Total AUM$563.1M
Discretionary$562.5M
Non-Disc.$574.5K
Employees10
Clients--
DateDec 2007
Total AUM$748.7M
Discretionary$747.4M
Non-Disc.$1.2M
Employees--
Clients--
DateDec 2006
Total AUM$683.4M
Discretionary$682.1M
Non-Disc.$1.3M
Employees--
Clients--
DateDec 2005
Total AUM$703.7M
Discretionary$703.2M
Non-Disc.$547.7K
Employees--
Clients--
DateOct 2005
Total AUM$728.1M
Discretionary$719.2M
Non-Disc.$8.9M
Employees--
Clients--
DateFeb 2005
Total AUM$728.1M
Discretionary$719.2M
Non-Disc.$8.9M
Employees--
Clients--
DateJul 2004
Total AUM$700.9M
Discretionary$690.4M
Non-Disc.$10.5M
Employees--
Clients--
DateDec 2003
Total AUM$700.9M
Discretionary$690.4M
Non-Disc.$10.5M
Employees--
Clients--