COE CAPITAL MANAGEMENT, LLC
CRD #112447 SEC #801-56483 HIGHLAND PARK, IL 847-597-1700
SEC Registered
Total AUM
$176.5M
Discretionary
$176.5M
Employees
4
Clients
26
Accounts
195
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $176.5M | $176.5M | $0 | 4 | 0 |
| Jun 2020 | $156.9M | $156.9M | $3.8K | 4 | 0 |
| Mar 2020 | $156.9M | $156.9M | $3.8K | 4 | 0 |
| Mar 2019 | $161.5M | $161.5M | $0 | 4 | 0 |
| Mar 2019 | $161.5M | $161.5M | $0 | 4 | 0 |
| May 2018 | $190.9M | $190.9M | $0 | 3 | 0 |
| Mar 2018 | $190.9M | $190.9M | $0 | 3 | 0 |
| Dec 2017 | $174.4M | $169.4M | $4.9M | 6 | 0 |
| Mar 2017 | $174.4M | $169.4M | $4.9M | 6 | 300 |
| Mar 2016 | $418.8M | $418.8M | $0 | 16 | 300 |
| Dec 2015 | $664.4M | $657M | $7.5M | 19 | 300 |
| Mar 2015 | $664.4M | $657M | $7.5M | 19 | 300 |
| Mar 2014 | $649.9M | $645.6M | $4.4M | 13 | 200 |
| Aug 2013 | $420.9M | $417.1M | $3.8M | 13 | 200 |
| Mar 2013 | $420.9M | $417.1M | $3.8M | 13 | 200 |
| Jan 2013 | $384.4M | $384.4M | $0 | 13 | 200 |
| Apr 2012 | $384.4M | $384.4M | $0 | 11 | 200 |
| Mar 2012 | $384.4M | $384.4M | $0 | 11 | 200 |
| Jun 2011 | $288M | $288M | $0 | -- | -- |
| Apr 2011 | $256M | $256M | $0 | -- | -- |
| Mar 2011 | $256M | $256M | $0 | -- | -- |
| Nov 2010 | $242M | $242M | $0 | -- | -- |
| Mar 2010 | $242M | $242M | $0 | -- | -- |
| Mar 2009 | $208.1M | $208.1M | $0 | -- | -- |
| Mar 2007 | $171.5M | $171.5M | $0 | 10 | -- |
| Mar 2004 | $125M | $125M | $0 | 10 | -- |
DateMar 2021
Total AUM$176.5M
Discretionary$176.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$156.9M
Discretionary$156.9M
Non-Disc.$3.8K
Employees4
Clients0
DateMar 2020
Total AUM$156.9M
Discretionary$156.9M
Non-Disc.$3.8K
Employees4
Clients0
DateMar 2019
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees4
Clients0
DateMay 2018
Total AUM$190.9M
Discretionary$190.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$190.9M
Discretionary$190.9M
Non-Disc.$0
Employees3
Clients0
DateDec 2017
Total AUM$174.4M
Discretionary$169.4M
Non-Disc.$4.9M
Employees6
Clients0
DateMar 2017
Total AUM$174.4M
Discretionary$169.4M
Non-Disc.$4.9M
Employees6
Clients300
DateMar 2016
Total AUM$418.8M
Discretionary$418.8M
Non-Disc.$0
Employees16
Clients300
DateDec 2015
Total AUM$664.4M
Discretionary$657M
Non-Disc.$7.5M
Employees19
Clients300
DateMar 2015
Total AUM$664.4M
Discretionary$657M
Non-Disc.$7.5M
Employees19
Clients300
DateMar 2014
Total AUM$649.9M
Discretionary$645.6M
Non-Disc.$4.4M
Employees13
Clients200
DateAug 2013
Total AUM$420.9M
Discretionary$417.1M
Non-Disc.$3.8M
Employees13
Clients200
DateMar 2013
Total AUM$420.9M
Discretionary$417.1M
Non-Disc.$3.8M
Employees13
Clients200
DateJan 2013
Total AUM$384.4M
Discretionary$384.4M
Non-Disc.$0
Employees13
Clients200
DateApr 2012
Total AUM$384.4M
Discretionary$384.4M
Non-Disc.$0
Employees11
Clients200
DateMar 2012
Total AUM$384.4M
Discretionary$384.4M
Non-Disc.$0
Employees11
Clients200
DateJun 2011
Total AUM$288M
Discretionary$288M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$256M
Discretionary$256M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$256M
Discretionary$256M
Non-Disc.$0
Employees--
Clients--
DateNov 2010
Total AUM$242M
Discretionary$242M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$242M
Discretionary$242M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$208.1M
Discretionary$208.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$171.5M
Discretionary$171.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees10
Clients--