ENERGY TRUST LLC
CRD #111718 SEC #801-58193 NEW YORK, NY 212-557-0868
SEC Registered
Total AUM
$20.4M
Discretionary
$20.4M
Employees
3
Clients
0
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $20.4M | $20.4M | $0 | 3 | 0 |
| Mar 2020 | $29.4M | $29.4M | $0 | 3 | 0 |
| Feb 2019 | $27.2M | $27.1M | $135.5K | 3 | 0 |
| Mar 2018 | $120.1M | $85M | $35.1M | 3 | 0 |
| Mar 2018 | $120.1M | $85M | $35.1M | 3 | 0 |
| Feb 2017 | $107.9M | $77.4M | $30.5M | 3 | 11 |
| Feb 2016 | $184.2M | $128.2M | $56M | 3 | 11 |
| Mar 2015 | $328.4M | $222.2M | $106.2M | 3 | 11 |
| Mar 2014 | $442.8M | $294.3M | $148.5M | 3 | 11 |
| Mar 2013 | $595.7M | $393.3M | $202.5M | 3 | 11 |
| Mar 2012 | $661M | $434.8M | $226.3M | 1 | 11 |
| Mar 2011 | $706.3M | $470.1M | $236.3M | 5 | -- |
| Mar 2009 | $1.3B | $965M | $329.8M | 5 | -- |
| Mar 2008 | $1.1B | $878.6M | $253.2M | 5 | -- |
| Mar 2007 | $1.2B | $948.1M | $278.5M | 5 | -- |
| Mar 2006 | $1.1B | $898.7M | $219.1M | 5 | -- |
| Mar 2004 | $876M | $663M | $213M | 5 | -- |
| Apr 2002 | $850M | $619M | $231M | 5 | -- |
DateMar 2021
Total AUM$20.4M
Discretionary$20.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$27.2M
Discretionary$27.1M
Non-Disc.$135.5K
Employees3
Clients0
DateMar 2018
Total AUM$120.1M
Discretionary$85M
Non-Disc.$35.1M
Employees3
Clients0
DateMar 2018
Total AUM$120.1M
Discretionary$85M
Non-Disc.$35.1M
Employees3
Clients0
DateFeb 2017
Total AUM$107.9M
Discretionary$77.4M
Non-Disc.$30.5M
Employees3
Clients11
DateFeb 2016
Total AUM$184.2M
Discretionary$128.2M
Non-Disc.$56M
Employees3
Clients11
DateMar 2015
Total AUM$328.4M
Discretionary$222.2M
Non-Disc.$106.2M
Employees3
Clients11
DateMar 2014
Total AUM$442.8M
Discretionary$294.3M
Non-Disc.$148.5M
Employees3
Clients11
DateMar 2013
Total AUM$595.7M
Discretionary$393.3M
Non-Disc.$202.5M
Employees3
Clients11
DateMar 2012
Total AUM$661M
Discretionary$434.8M
Non-Disc.$226.3M
Employees1
Clients11
DateMar 2011
Total AUM$706.3M
Discretionary$470.1M
Non-Disc.$236.3M
Employees5
Clients--
DateMar 2009
Total AUM$1.3B
Discretionary$965M
Non-Disc.$329.8M
Employees5
Clients--
DateMar 2008
Total AUM$1.1B
Discretionary$878.6M
Non-Disc.$253.2M
Employees5
Clients--
DateMar 2007
Total AUM$1.2B
Discretionary$948.1M
Non-Disc.$278.5M
Employees5
Clients--
DateMar 2006
Total AUM$1.1B
Discretionary$898.7M
Non-Disc.$219.1M
Employees5
Clients--
DateMar 2004
Total AUM$876M
Discretionary$663M
Non-Disc.$213M
Employees5
Clients--
DateApr 2002
Total AUM$850M
Discretionary$619M
Non-Disc.$231M
Employees5
Clients--