NEUMANN CAPITAL MANAGEMENT, LLC
Legal name: NEUMANN CAPITAL MANAGEMENT
CRD #112182 SEC #801-41001 FOSTER CITY, CA 650-548-9200
SEC Registered
Total AUM
$568.5M
Discretionary
$568.5M
Employees
4
Clients
251
Accounts
584
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $568.5M | $568.5M | $0 | 4 | 0 |
| Apr 2025 | $568.5M | $568.5M | $0 | 4 | 0 |
| Mar 2025 | $568.5M | $568.5M | $0 | 4 | 0 |
| Mar 2024 | $506.2M | $506.2M | $0 | 4 | 0 |
| Jul 2023 | $443.9M | $443.9M | $0 | 6 | 0 |
| Mar 2023 | $443.9M | $443.9M | $0 | 6 | 0 |
| Mar 2022 | $515.4M | $515.4M | $0 | 6 | 0 |
| Mar 2021 | $439.1M | $439.1M | $0 | 6 | 0 |
| Jun 2020 | $394.1M | $392.3M | $1.8M | 6 | 0 |
| Mar 2020 | $394.1M | $392.3M | $1.8M | 6 | 0 |
| Mar 2019 | $329.2M | $327.1M | $2.2M | 5 | 0 |
| Mar 2018 | $355.4M | $353.3M | $2.2M | 4 | 0 |
| Sep 2017 | $325.4M | $322M | $3.5M | 4 | 100 |
| Mar 2017 | $325.4M | $322M | $3.5M | 4 | 100 |
| Mar 2016 | $300.4M | $296M | $4.4M | 3 | 100 |
| Mar 2015 | $313.6M | $313.6M | $0 | 3 | 100 |
| Sep 2014 | $305.8M | $305.8M | $0 | 4 | 100 |
| Mar 2014 | $305.8M | $305.8M | $0 | 4 | 100 |
| Mar 2013 | $196.3M | $196.3M | $0 | 3 | 26 |
| Mar 2012 | $172.7M | $172.7M | $0 | 1 | 26 |
| Apr 2010 | $151.5M | $151.5M | $0 | 5 | -- |
| Mar 2009 | $130.6M | $130.6M | $0 | 5 | -- |
| Mar 2008 | $182.6M | $182.6M | $0 | 5 | -- |
| Sep 2007 | $156.7M | $156.7M | $0 | 5 | -- |
| Mar 2007 | $156.7M | $156.7M | $0 | 5 | -- |
| Mar 2006 | $139.8M | $139.8M | $0 | 5 | -- |
| Mar 2002 | $89.4M | $89.4M | $0 | 5 | -- |
DateJun 2025
Total AUM$568.5M
Discretionary$568.5M
Non-Disc.$0
Employees4
Clients0
DateApr 2025
Total AUM$568.5M
Discretionary$568.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$568.5M
Discretionary$568.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$506.2M
Discretionary$506.2M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$443.9M
Discretionary$443.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$443.9M
Discretionary$443.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$515.4M
Discretionary$515.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$439.1M
Discretionary$439.1M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$394.1M
Discretionary$392.3M
Non-Disc.$1.8M
Employees6
Clients0
DateMar 2020
Total AUM$394.1M
Discretionary$392.3M
Non-Disc.$1.8M
Employees6
Clients0
DateMar 2019
Total AUM$329.2M
Discretionary$327.1M
Non-Disc.$2.2M
Employees5
Clients0
DateMar 2018
Total AUM$355.4M
Discretionary$353.3M
Non-Disc.$2.2M
Employees4
Clients0
DateSep 2017
Total AUM$325.4M
Discretionary$322M
Non-Disc.$3.5M
Employees4
Clients100
DateMar 2017
Total AUM$325.4M
Discretionary$322M
Non-Disc.$3.5M
Employees4
Clients100
DateMar 2016
Total AUM$300.4M
Discretionary$296M
Non-Disc.$4.4M
Employees3
Clients100
DateMar 2015
Total AUM$313.6M
Discretionary$313.6M
Non-Disc.$0
Employees3
Clients100
DateSep 2014
Total AUM$305.8M
Discretionary$305.8M
Non-Disc.$0
Employees4
Clients100
DateMar 2014
Total AUM$305.8M
Discretionary$305.8M
Non-Disc.$0
Employees4
Clients100
DateMar 2013
Total AUM$196.3M
Discretionary$196.3M
Non-Disc.$0
Employees3
Clients26
DateMar 2012
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees1
Clients26
DateApr 2010
Total AUM$151.5M
Discretionary$151.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$182.6M
Discretionary$182.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$156.7M
Discretionary$156.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$156.7M
Discretionary$156.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$139.8M
Discretionary$139.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$89.4M
Discretionary$89.4M
Non-Disc.$0
Employees5
Clients--