STEBEN & COMPANY, LLC
CRD #117808 SEC #801-64686 EXCELSIOR, MN 952-767-6900
SEC Registered
Total AUM
$108.1M
Discretionary
$108.1M
Employees
8
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $108.1M | $108.1M | $0 | 8 | 0 |
| Mar 2024 | $119.4M | $119.4M | $0 | 8 | 0 |
| Sep 2023 | $151.8M | $151.8M | $0 | 8 | 0 |
| Mar 2023 | $151.8M | $151.8M | $0 | 8 | 0 |
| Mar 2022 | $152.2M | $152.2M | $0 | 8 | 0 |
| May 2021 | $172.4M | $172.4M | $0 | 8 | 0 |
| May 2021 | $172.4M | $172.4M | $0 | 8 | 0 |
| Apr 2021 | $172.4M | $172.4M | $0 | 8 | 0 |
| Mar 2020 | $248.2M | $248.2M | $0 | 4 | 0 |
| Mar 2020 | $332.4M | $332.4M | $0 | 20 | 0 |
| Nov 2019 | $332.4M | $332.4M | $0 | 20 | 0 |
| Sep 2019 | $332.4M | $332.4M | $0 | 20 | 0 |
| Jul 2019 | $332.4M | $332.4M | $0 | 20 | 0 |
| Jul 2019 | $332.4M | $332.4M | $0 | 20 | 0 |
| Mar 2019 | $332.4M | $332.4M | $0 | 20 | 0 |
| Mar 2018 | $390.6M | $390.6M | $0 | 31 | 0 |
| Mar 2017 | $476.8M | $476.8M | $0 | 32 | 11 |
| Mar 2016 | $459.9M | $459.9M | $0 | 37 | 11 |
| Jul 2015 | $484.4M | $484.4M | $0 | 40 | 1 |
| Jun 2015 | $484.4M | $484.4M | $0 | 40 | 1 |
| Mar 2015 | $484.4M | $484.4M | $0 | 40 | 1 |
| Mar 2015 | $612.3M | $612.3M | $0 | 40 | 1 |
| Mar 2014 | $612.3M | $612.3M | $0 | 40 | 1 |
| Jul 2013 | $790M | $790M | $0 | 40 | 1 |
| Jul 2013 | $750M | $750M | $0 | 40 | 1 |
| Mar 2013 | $750M | $750M | $0 | 40 | 1 |
| Nov 2012 | $1.2B | $1.2B | $0 | 45 | 1 |
| Apr 2012 | $1.2B | $1.2B | $0 | 11 | 1 |
| Mar 2012 | $1.2B | $1.2B | $0 | 11 | 1 |
| Apr 2011 | $1.2B | $1.2B | $0 | -- | -- |
| Apr 2010 | $1.2B | $1.2B | $0 | -- | -- |
| Jan 2010 | $1.2B | $1.2B | $0 | -- | -- |
| Jan 2008 | $561.8M | $561.8M | $0 | -- | -- |
| Mar 2007 | $482.5M | $482.5M | $0 | -- | -- |
| Nov 2006 | $400.7M | $400.7M | $0 | -- | -- |
| Feb 2006 | $400.7M | $400.7M | $0 | -- | -- |
| Feb 2006 | $400.7M | $400.7M | $0 | -- | -- |
DateMar 2025
Total AUM$108.1M
Discretionary$108.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$151.8M
Discretionary$151.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$151.8M
Discretionary$151.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$152.2M
Discretionary$152.2M
Non-Disc.$0
Employees8
Clients0
DateMay 2021
Total AUM$172.4M
Discretionary$172.4M
Non-Disc.$0
Employees8
Clients0
DateMay 2021
Total AUM$172.4M
Discretionary$172.4M
Non-Disc.$0
Employees8
Clients0
DateApr 2021
Total AUM$172.4M
Discretionary$172.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$248.2M
Discretionary$248.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$332.4M
Discretionary$332.4M
Non-Disc.$0
Employees20
Clients0
DateNov 2019
Total AUM$332.4M
Discretionary$332.4M
Non-Disc.$0
Employees20
Clients0
DateSep 2019
Total AUM$332.4M
Discretionary$332.4M
Non-Disc.$0
Employees20
Clients0
DateJul 2019
Total AUM$332.4M
Discretionary$332.4M
Non-Disc.$0
Employees20
Clients0
DateJul 2019
Total AUM$332.4M
Discretionary$332.4M
Non-Disc.$0
Employees20
Clients0
DateMar 2019
Total AUM$332.4M
Discretionary$332.4M
Non-Disc.$0
Employees20
Clients0
DateMar 2018
Total AUM$390.6M
Discretionary$390.6M
Non-Disc.$0
Employees31
Clients0
DateMar 2017
Total AUM$476.8M
Discretionary$476.8M
Non-Disc.$0
Employees32
Clients11
DateMar 2016
Total AUM$459.9M
Discretionary$459.9M
Non-Disc.$0
Employees37
Clients11
DateJul 2015
Total AUM$484.4M
Discretionary$484.4M
Non-Disc.$0
Employees40
Clients1
DateJun 2015
Total AUM$484.4M
Discretionary$484.4M
Non-Disc.$0
Employees40
Clients1
DateMar 2015
Total AUM$484.4M
Discretionary$484.4M
Non-Disc.$0
Employees40
Clients1
DateMar 2015
Total AUM$612.3M
Discretionary$612.3M
Non-Disc.$0
Employees40
Clients1
DateMar 2014
Total AUM$612.3M
Discretionary$612.3M
Non-Disc.$0
Employees40
Clients1
DateJul 2013
Total AUM$790M
Discretionary$790M
Non-Disc.$0
Employees40
Clients1
DateJul 2013
Total AUM$750M
Discretionary$750M
Non-Disc.$0
Employees40
Clients1
DateMar 2013
Total AUM$750M
Discretionary$750M
Non-Disc.$0
Employees40
Clients1
DateNov 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees45
Clients1
DateApr 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients1
DateMar 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients1
DateApr 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateJan 2010
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$561.8M
Discretionary$561.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$482.5M
Discretionary$482.5M
Non-Disc.$0
Employees--
Clients--
DateNov 2006
Total AUM$400.7M
Discretionary$400.7M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$400.7M
Discretionary$400.7M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$400.7M
Discretionary$400.7M
Non-Disc.$0
Employees--
Clients--