MOUNT YALE ASSET MANAGEMENT, LLC
CRD #116578 SEC #801-63221 DENVER, CO 303-382-2880
SEC Registered Private Funds
Total AUM
$324M
Discretionary
$324M
Employees
23
Clients
--
Accounts
509
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $244.2M | $244.2M | $0 | 24 | 300 |
| Oct 2016 | $324M | $324M | $0 | 23 | 500 |
| Aug 2016 | $324M | $324M | $0 | 23 | 500 |
| Mar 2016 | $324M | $324M | $0 | 23 | 500 |
| Sep 2015 | $289.1M | $289.1M | $0 | 26 | 500 |
| Mar 2015 | $289.1M | $289.1M | $0 | 26 | 500 |
| Feb 2015 | $414.4M | $414.4M | $0 | 25 | 200 |
| Apr 2014 | $414.4M | $414.4M | $0 | 25 | 200 |
| Mar 2013 | $310.8M | $310.8M | $0 | 24 | 300 |
| Jul 2012 | $409.7M | $409.7M | $0 | 11 | 300 |
| Mar 2012 | $409.7M | $409.7M | $0 | 11 | 300 |
| Mar 2011 | $385.6M | $385.6M | $0 | -- | -- |
| Jan 2011 | $299.9M | $299.9M | $0 | -- | -- |
| Jun 2010 | $299.9M | $299.9M | $0 | -- | -- |
| Mar 2010 | $299.9M | $299.9M | $0 | -- | -- |
| Apr 2009 | $345.8M | $345.8M | $0 | -- | -- |
| Mar 2009 | $345.8M | $345.8M | $0 | -- | -- |
| Mar 2007 | $239.6M | $239.6M | $0 | 5 | -- |
| Dec 2006 | $136.3M | $136.3M | $0 | 5 | -- |
| Jun 2004 | $85M | $85M | $0 | 5 | -- |
DateMar 2017
Total AUM$244.2M
Discretionary$244.2M
Non-Disc.$0
Employees24
Clients300
DateOct 2016
Total AUM$324M
Discretionary$324M
Non-Disc.$0
Employees23
Clients500
DateAug 2016
Total AUM$324M
Discretionary$324M
Non-Disc.$0
Employees23
Clients500
DateMar 2016
Total AUM$324M
Discretionary$324M
Non-Disc.$0
Employees23
Clients500
DateSep 2015
Total AUM$289.1M
Discretionary$289.1M
Non-Disc.$0
Employees26
Clients500
DateMar 2015
Total AUM$289.1M
Discretionary$289.1M
Non-Disc.$0
Employees26
Clients500
DateFeb 2015
Total AUM$414.4M
Discretionary$414.4M
Non-Disc.$0
Employees25
Clients200
DateApr 2014
Total AUM$414.4M
Discretionary$414.4M
Non-Disc.$0
Employees25
Clients200
DateMar 2013
Total AUM$310.8M
Discretionary$310.8M
Non-Disc.$0
Employees24
Clients300
DateJul 2012
Total AUM$409.7M
Discretionary$409.7M
Non-Disc.$0
Employees11
Clients300
DateMar 2012
Total AUM$409.7M
Discretionary$409.7M
Non-Disc.$0
Employees11
Clients300
DateMar 2011
Total AUM$385.6M
Discretionary$385.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$299.9M
Discretionary$299.9M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$299.9M
Discretionary$299.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$299.9M
Discretionary$299.9M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$345.8M
Discretionary$345.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$345.8M
Discretionary$345.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$239.6M
Discretionary$239.6M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$136.3M
Discretionary$136.3M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees5
Clients--