BARRETT CAPITAL MANAGEMENT,LLC
CRD #117272 SEC #801-63027 MIDLOTHIAN, VA 804-419-1100
SEC Registered Private Funds
Total AUM
$78.7M
Discretionary
$70M
Employees
6
Clients
--
Accounts
303
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $78.7M | $70M | $8.7M | 6 | 26 |
| Mar 2015 | $78.7M | $70M | $8.7M | 6 | 26 |
| May 2014 | $91.5M | $74.5M | $17M | 6 | 101 |
| Mar 2014 | $91.5M | $74.5M | $17M | 6 | 101 |
| Mar 2013 | $108.4M | $86M | $22.5M | 6 | 107 |
| Nov 2012 | $96.5M | $76.9M | $19.6M | 6 | 103 |
| Mar 2012 | $96.5M | $76.9M | $19.6M | 6 | 103 |
| Mar 2011 | $108.5M | $85.2M | $23.3M | 10 | -- |
| May 2009 | $84.3M | $55.3M | $29M | 10 | -- |
| Mar 2009 | $84.3M | $55.3M | $29M | 10 | -- |
| Mar 2008 | $118.6M | $79.7M | $38.8M | 10 | -- |
| Mar 2007 | $99.6M | $75M | $24.6M | 10 | -- |
| Sep 2005 | $52M | $52M | $0 | 10 | -- |
| Apr 2004 | $30M | $30M | $0 | 5 | -- |
DateMar 2015
Total AUM$78.7M
Discretionary$70M
Non-Disc.$8.7M
Employees6
Clients26
DateMar 2015
Total AUM$78.7M
Discretionary$70M
Non-Disc.$8.7M
Employees6
Clients26
DateMay 2014
Total AUM$91.5M
Discretionary$74.5M
Non-Disc.$17M
Employees6
Clients101
DateMar 2014
Total AUM$91.5M
Discretionary$74.5M
Non-Disc.$17M
Employees6
Clients101
DateMar 2013
Total AUM$108.4M
Discretionary$86M
Non-Disc.$22.5M
Employees6
Clients107
DateNov 2012
Total AUM$96.5M
Discretionary$76.9M
Non-Disc.$19.6M
Employees6
Clients103
DateMar 2012
Total AUM$96.5M
Discretionary$76.9M
Non-Disc.$19.6M
Employees6
Clients103
DateMar 2011
Total AUM$108.5M
Discretionary$85.2M
Non-Disc.$23.3M
Employees10
Clients--
DateMay 2009
Total AUM$84.3M
Discretionary$55.3M
Non-Disc.$29M
Employees10
Clients--
DateMar 2009
Total AUM$84.3M
Discretionary$55.3M
Non-Disc.$29M
Employees10
Clients--
DateMar 2008
Total AUM$118.6M
Discretionary$79.7M
Non-Disc.$38.8M
Employees10
Clients--
DateMar 2007
Total AUM$99.6M
Discretionary$75M
Non-Disc.$24.6M
Employees10
Clients--
DateSep 2005
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--