TRADITION CAPITAL MANAGEMENT LLC
CRD #113755 SEC #801-58075 SUMMIT, NJ 908-598-0909
SEC Registered
Total AUM
$611.6M
Discretionary
$596M
Employees
20
Clients
51
Accounts
322
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $611.6M | $596M | $15.6M | 20 | 0 |
| Mar 2018 | $655.8M | $634.8M | $21M | 20 | 0 |
| Mar 2017 | $534.6M | $516.8M | $17.8M | 20 | 300 |
| Mar 2016 | $528.4M | $509M | $19.4M | 19 | 300 |
| Mar 2015 | $465.1M | $446.4M | $18.7M | 19 | 300 |
| Mar 2014 | $456.4M | $440.2M | $16.2M | 16 | 300 |
| Mar 2013 | $401M | $395.7M | $5.3M | 14 | 300 |
| Sep 2012 | $422M | $421.9M | $150.4K | 11 | 300 |
| Aug 2012 | $422M | $421.9M | $150.4K | 11 | 300 |
| Mar 2012 | $422M | $421.9M | $150.4K | 11 | 300 |
| Aug 2011 | $458.9M | $458.7M | $200K | -- | -- |
| Mar 2011 | $458.9M | $458.7M | $200K | -- | -- |
| Mar 2010 | $514.2M | $510.6M | $3.6M | -- | -- |
| Mar 2009 | $413M | $409.6M | $3.4M | -- | -- |
| Mar 2008 | $540.8M | $536.3M | $4.5M | -- | -- |
| Feb 2008 | $540.8M | $536.3M | $4.5M | -- | -- |
| Jan 2007 | $463.2M | $458.3M | $4.9M | -- | -- |
| Jan 2006 | $409.6M | $402.6M | $7M | -- | -- |
| Oct 2005 | $352.3M | $345.1M | $7.2M | 10 | -- |
| Sep 2005 | $352.3M | $345.1M | $7.2M | 10 | -- |
| Jun 2001 | $288M | $216.6M | $71.4M | 10 | -- |
DateMar 2019
Total AUM$611.6M
Discretionary$596M
Non-Disc.$15.6M
Employees20
Clients0
DateMar 2018
Total AUM$655.8M
Discretionary$634.8M
Non-Disc.$21M
Employees20
Clients0
DateMar 2017
Total AUM$534.6M
Discretionary$516.8M
Non-Disc.$17.8M
Employees20
Clients300
DateMar 2016
Total AUM$528.4M
Discretionary$509M
Non-Disc.$19.4M
Employees19
Clients300
DateMar 2015
Total AUM$465.1M
Discretionary$446.4M
Non-Disc.$18.7M
Employees19
Clients300
DateMar 2014
Total AUM$456.4M
Discretionary$440.2M
Non-Disc.$16.2M
Employees16
Clients300
DateMar 2013
Total AUM$401M
Discretionary$395.7M
Non-Disc.$5.3M
Employees14
Clients300
DateSep 2012
Total AUM$422M
Discretionary$421.9M
Non-Disc.$150.4K
Employees11
Clients300
DateAug 2012
Total AUM$422M
Discretionary$421.9M
Non-Disc.$150.4K
Employees11
Clients300
DateMar 2012
Total AUM$422M
Discretionary$421.9M
Non-Disc.$150.4K
Employees11
Clients300
DateAug 2011
Total AUM$458.9M
Discretionary$458.7M
Non-Disc.$200K
Employees--
Clients--
DateMar 2011
Total AUM$458.9M
Discretionary$458.7M
Non-Disc.$200K
Employees--
Clients--
DateMar 2010
Total AUM$514.2M
Discretionary$510.6M
Non-Disc.$3.6M
Employees--
Clients--
DateMar 2009
Total AUM$413M
Discretionary$409.6M
Non-Disc.$3.4M
Employees--
Clients--
DateMar 2008
Total AUM$540.8M
Discretionary$536.3M
Non-Disc.$4.5M
Employees--
Clients--
DateFeb 2008
Total AUM$540.8M
Discretionary$536.3M
Non-Disc.$4.5M
Employees--
Clients--
DateJan 2007
Total AUM$463.2M
Discretionary$458.3M
Non-Disc.$4.9M
Employees--
Clients--
DateJan 2006
Total AUM$409.6M
Discretionary$402.6M
Non-Disc.$7M
Employees--
Clients--
DateOct 2005
Total AUM$352.3M
Discretionary$345.1M
Non-Disc.$7.2M
Employees10
Clients--
DateSep 2005
Total AUM$352.3M
Discretionary$345.1M
Non-Disc.$7.2M
Employees10
Clients--
DateJun 2001
Total AUM$288M
Discretionary$216.6M
Non-Disc.$71.4M
Employees10
Clients--