ALTMAN INVESTMENT MANAGEMENT LLC
CRD #113832 SEC #801-60387 PRINCETON, NJ 609-252-0048
SEC Registered
Total AUM
$112.1M
Discretionary
$112.1M
Employees
5
Clients
0
Accounts
74
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $112.1M | $112.1M | $0 | 5 | 0 |
| Mar 2024 | $113.2M | $113.2M | $0 | 5 | 0 |
| Mar 2023 | $111.1M | $110.7M | $422.9K | 5 | 0 |
| Mar 2022 | $113.7M | $110.7M | $3M | 5 | 0 |
| Mar 2021 | $97.2M | $93.2M | $4M | 6 | 0 |
| Jun 2020 | $100M | $98.1M | $1.9M | 6 | 0 |
| Apr 2020 | $100M | $98.1M | $1.9M | 6 | 0 |
| Mar 2019 | $82.4M | $80.5M | $1.9M | 6 | 0 |
| Jul 2018 | $86.3M | $84.4M | $1.9M | 6 | 0 |
| Mar 2018 | $86.3M | $84.4M | $1.9M | 6 | 0 |
| Mar 2017 | $77.8M | $76M | $1.8M | 6 | 26 |
| Mar 2016 | $66M | $63.6M | $2.5M | 6 | 26 |
| Mar 2015 | $68.6M | $66.5M | $2.1M | 6 | 26 |
| May 2014 | $62.4M | $60.4M | $2M | 6 | 26 |
| Mar 2014 | $62.4M | $60.4M | $2M | 6 | 26 |
| Mar 2013 | $48.2M | $47.1M | $1.1M | 6 | 26 |
| Aug 2012 | $45.9M | $44.8M | $1.1M | 6 | 26 |
| Mar 2012 | $45.9M | $44.8M | $1.1M | 6 | 26 |
| Mar 2011 | $45.7M | $45.2M | $559.7K | 10 | -- |
| Jul 2010 | $46.7M | $46.4M | $330.4K | 10 | -- |
| May 2010 | $46.7M | $46.4M | $330.4K | 10 | -- |
| Jun 2009 | $101.1M | $101.1M | $0 | 10 | -- |
| Mar 2007 | $65.5M | $65.5M | $0 | 10 | -- |
| Sep 2005 | $61.7M | $61.2M | $527.3K | 10 | -- |
| Mar 2004 | $55.7M | $55.3M | $405.6K | 5 | -- |
| May 2002 | $36.9M | $36.9M | $0 | 5 | -- |
| Jul 2001 | $0 | $0 | $0 | 5 | -- |
| Jun 2001 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$111.1M
Discretionary$110.7M
Non-Disc.$422.9K
Employees5
Clients0
DateMar 2022
Total AUM$113.7M
Discretionary$110.7M
Non-Disc.$3M
Employees5
Clients0
DateMar 2021
Total AUM$97.2M
Discretionary$93.2M
Non-Disc.$4M
Employees6
Clients0
DateJun 2020
Total AUM$100M
Discretionary$98.1M
Non-Disc.$1.9M
Employees6
Clients0
DateApr 2020
Total AUM$100M
Discretionary$98.1M
Non-Disc.$1.9M
Employees6
Clients0
DateMar 2019
Total AUM$82.4M
Discretionary$80.5M
Non-Disc.$1.9M
Employees6
Clients0
DateJul 2018
Total AUM$86.3M
Discretionary$84.4M
Non-Disc.$1.9M
Employees6
Clients0
DateMar 2018
Total AUM$86.3M
Discretionary$84.4M
Non-Disc.$1.9M
Employees6
Clients0
DateMar 2017
Total AUM$77.8M
Discretionary$76M
Non-Disc.$1.8M
Employees6
Clients26
DateMar 2016
Total AUM$66M
Discretionary$63.6M
Non-Disc.$2.5M
Employees6
Clients26
DateMar 2015
Total AUM$68.6M
Discretionary$66.5M
Non-Disc.$2.1M
Employees6
Clients26
DateMay 2014
Total AUM$62.4M
Discretionary$60.4M
Non-Disc.$2M
Employees6
Clients26
DateMar 2014
Total AUM$62.4M
Discretionary$60.4M
Non-Disc.$2M
Employees6
Clients26
DateMar 2013
Total AUM$48.2M
Discretionary$47.1M
Non-Disc.$1.1M
Employees6
Clients26
DateAug 2012
Total AUM$45.9M
Discretionary$44.8M
Non-Disc.$1.1M
Employees6
Clients26
DateMar 2012
Total AUM$45.9M
Discretionary$44.8M
Non-Disc.$1.1M
Employees6
Clients26
DateMar 2011
Total AUM$45.7M
Discretionary$45.2M
Non-Disc.$559.7K
Employees10
Clients--
DateJul 2010
Total AUM$46.7M
Discretionary$46.4M
Non-Disc.$330.4K
Employees10
Clients--
DateMay 2010
Total AUM$46.7M
Discretionary$46.4M
Non-Disc.$330.4K
Employees10
Clients--
DateJun 2009
Total AUM$101.1M
Discretionary$101.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$61.7M
Discretionary$61.2M
Non-Disc.$527.3K
Employees10
Clients--
DateMar 2004
Total AUM$55.7M
Discretionary$55.3M
Non-Disc.$405.6K
Employees5
Clients--
DateMay 2002
Total AUM$36.9M
Discretionary$36.9M
Non-Disc.$0
Employees5
Clients--
DateJul 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--