UNION BANCAIRE PRIVEE ASSET MANAGEMENT LLC
Legal name: UBP ASSET MANAGEMENT LLC
CRD #111472 SEC #801-56922 NEW YORK, NY 212-317-6700
SEC Registered
Total AUM
$230.9M
Discretionary
$230.9M
Employees
3
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $230.9M | $230.9M | $0 | 3 | 0 |
| Jun 2020 | $211M | $211M | $0 | 3 | 0 |
| Mar 2020 | $211M | $211M | $0 | 6 | 3 |
| Mar 2019 | $100.2M | $100.2M | $0 | 13 | 4 |
| Aug 2018 | $25.9M | $25.9M | $0 | 15 | 5 |
| Mar 2018 | $25.9M | $25.9M | $0 | 15 | 5 |
| Sep 2017 | $38.9M | $38.9M | $0 | 13 | 11 |
| Mar 2017 | $38.9M | $38.9M | $0 | 13 | 11 |
| Apr 2016 | $550.5M | $187.8M | $362.7M | 14 | 11 |
| Mar 2016 | $550.5M | $187.8M | $362.7M | 14 | 11 |
| Oct 2015 | $1.2B | $631.2M | $567.8M | 19 | 26 |
| Mar 2015 | $1.2B | $631.2M | $567.8M | 19 | 26 |
| Jun 2014 | $2.1B | $1.2B | $873.3M | 17 | 26 |
| Jun 2014 | $2.1B | $1.2B | $873.3M | 17 | 26 |
| Mar 2014 | $2B | $1.2B | $865.2M | 17 | 26 |
| Oct 2013 | $2.9B | $1.9B | $957.2M | 24 | 26 |
| Apr 2013 | $2.9B | $1.9B | $957.2M | 24 | 26 |
| Nov 2012 | $2.6B | $1.9B | $687.3M | 47 | 26 |
| Aug 2012 | $2.6B | $1.9B | $687.3M | 51 | 26 |
| Jun 2012 | $2.6B | $1.9B | $687.3M | 51 | 26 |
| Mar 2012 | $2.9B | $2.2B | $755.9M | 51 | 26 |
| Nov 2011 | $3.7B | $2.5B | $1.1B | 51 | 26 |
| Mar 2011 | $4.6B | $3.1B | $1.4B | 51 | -- |
| Aug 2010 | $5B | $4.3B | $761.6M | 51 | -- |
| Mar 2009 | $10.6B | $8.4B | $2.2B | 51 | -- |
| Mar 2008 | $13.9B | $10.6B | $3.3B | 51 | -- |
| Mar 2007 | $10.5B | $10.4B | $155.3M | 51 | -- |
| Nov 2006 | $8B | $6.8B | $1.2B | 51 | -- |
| Jun 2005 | $5.7B | $5.7B | $125.4K | -- | -- |
| May 2005 | $5.7B | $5.7B | $125.4K | -- | -- |
| Mar 2004 | $2.7B | $2.6B | $79.8M | -- | -- |
| Mar 2004 | $2.7B | $2.6B | $79.8M | -- | -- |
| Mar 2002 | $883.3M | $789.7M | $93.6M | 10 | -- |
DateMar 2021
Total AUM$230.9M
Discretionary$230.9M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees6
Clients3
DateMar 2019
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees13
Clients4
DateAug 2018
Total AUM$25.9M
Discretionary$25.9M
Non-Disc.$0
Employees15
Clients5
DateMar 2018
Total AUM$25.9M
Discretionary$25.9M
Non-Disc.$0
Employees15
Clients5
DateSep 2017
Total AUM$38.9M
Discretionary$38.9M
Non-Disc.$0
Employees13
Clients11
DateMar 2017
Total AUM$38.9M
Discretionary$38.9M
Non-Disc.$0
Employees13
Clients11
DateApr 2016
Total AUM$550.5M
Discretionary$187.8M
Non-Disc.$362.7M
Employees14
Clients11
DateMar 2016
Total AUM$550.5M
Discretionary$187.8M
Non-Disc.$362.7M
Employees14
Clients11
DateOct 2015
Total AUM$1.2B
Discretionary$631.2M
Non-Disc.$567.8M
Employees19
Clients26
DateMar 2015
Total AUM$1.2B
Discretionary$631.2M
Non-Disc.$567.8M
Employees19
Clients26
DateJun 2014
Total AUM$2.1B
Discretionary$1.2B
Non-Disc.$873.3M
Employees17
Clients26
DateJun 2014
Total AUM$2.1B
Discretionary$1.2B
Non-Disc.$873.3M
Employees17
Clients26
DateMar 2014
Total AUM$2B
Discretionary$1.2B
Non-Disc.$865.2M
Employees17
Clients26
DateOct 2013
Total AUM$2.9B
Discretionary$1.9B
Non-Disc.$957.2M
Employees24
Clients26
DateApr 2013
Total AUM$2.9B
Discretionary$1.9B
Non-Disc.$957.2M
Employees24
Clients26
DateNov 2012
Total AUM$2.6B
Discretionary$1.9B
Non-Disc.$687.3M
Employees47
Clients26
DateAug 2012
Total AUM$2.6B
Discretionary$1.9B
Non-Disc.$687.3M
Employees51
Clients26
DateJun 2012
Total AUM$2.6B
Discretionary$1.9B
Non-Disc.$687.3M
Employees51
Clients26
DateMar 2012
Total AUM$2.9B
Discretionary$2.2B
Non-Disc.$755.9M
Employees51
Clients26
DateNov 2011
Total AUM$3.7B
Discretionary$2.5B
Non-Disc.$1.1B
Employees51
Clients26
DateMar 2011
Total AUM$4.6B
Discretionary$3.1B
Non-Disc.$1.4B
Employees51
Clients--
DateAug 2010
Total AUM$5B
Discretionary$4.3B
Non-Disc.$761.6M
Employees51
Clients--
DateMar 2009
Total AUM$10.6B
Discretionary$8.4B
Non-Disc.$2.2B
Employees51
Clients--
DateMar 2008
Total AUM$13.9B
Discretionary$10.6B
Non-Disc.$3.3B
Employees51
Clients--
DateMar 2007
Total AUM$10.5B
Discretionary$10.4B
Non-Disc.$155.3M
Employees51
Clients--
DateNov 2006
Total AUM$8B
Discretionary$6.8B
Non-Disc.$1.2B
Employees51
Clients--
DateJun 2005
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$125.4K
Employees--
Clients--
DateMay 2005
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$125.4K
Employees--
Clients--
DateMar 2004
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$79.8M
Employees--
Clients--
DateMar 2004
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$79.8M
Employees--
Clients--
DateMar 2002
Total AUM$883.3M
Discretionary$789.7M
Non-Disc.$93.6M
Employees10
Clients--