LINDVALL CAPITAL MANAGEMENT, LLC
CRD #117849 SEC #801-60787 SAN LUIS OBISPO, CA 805-781-6006
SEC Registered
Total AUM
$375M
Discretionary
$375M
Employees
5
Clients
10
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2008 | $350M | $350M | $0 | 5 | -- |
| Mar 2007 | $396M | $396M | $0 | 5 | -- |
| Mar 2006 | $465M | $465M | $0 | 5 | -- |
| Sep 2005 | $375M | $375M | $0 | 5 | -- |
| Mar 2004 | $337M | $337M | $0 | 5 | -- |
| Apr 2002 | $158.3M | $158.3M | $0 | 5 | -- |
DateJan 2008
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$396M
Discretionary$396M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$465M
Discretionary$465M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$375M
Discretionary$375M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$337M
Discretionary$337M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$158.3M
Discretionary$158.3M
Non-Disc.$0
Employees5
Clients--