UHLMANN INVESTMENT MANAGEMENT, L.L.C.
CRD #118025 SEC #801-113188 SKOKIE, IL 312-264-4400
SEC Registered Broker-Dealer
Total AUM
$241.7M
Discretionary
$201.4M
Employees
11
Clients
1
Accounts
321
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $241.7M | $201.4M | $40.3M | 11 | 0 |
| Oct 2025 | $241.7M | $201.4M | $40.3M | 11 | 0 |
| Mar 2025 | $241.7M | $201.4M | $40.3M | 11 | 0 |
| Mar 2024 | $237.1M | $190.6M | $46.5M | 11 | 0 |
| Aug 2023 | $163.8M | $125.7M | $38.1M | 11 | 0 |
| Jun 2023 | $163.8M | $125.7M | $38.1M | 11 | 0 |
| Mar 2023 | $163.8M | $125.7M | $38.1M | 11 | 0 |
| Mar 2022 | $158.9M | $100.3M | $58.6M | 12 | 0 |
| Feb 2022 | $157.9M | $106.2M | $51.7M | 13 | 0 |
| Aug 2021 | $157.9M | $106.2M | $51.7M | 13 | 0 |
| Mar 2021 | $157.9M | $106.2M | $51.7M | 13 | 0 |
| Jul 2020 | $110.4M | $65.1M | $45.3M | 14 | 0 |
| Jun 2020 | $110.4M | $65.1M | $45.3M | 14 | 0 |
| Mar 2020 | $110.4M | $65.1M | $45.3M | 14 | 0 |
| Jan 2020 | $110.4M | $65.1M | $45.3M | 15 | 0 |
| Aug 2019 | $169.8M | $138.6M | $31.2M | 15 | 0 |
| Aug 2019 | $169.8M | $138.6M | $31.2M | 15 | 0 |
| Mar 2019 | $169.8M | $138.6M | $31.2M | 15 | 0 |
| Feb 2019 | $169.8M | $138.6M | $31.2M | 15 | 0 |
| Nov 2018 | $186.2M | $151.8M | $34.4M | 16 | 0 |
| May 2018 | $186.2M | $151.8M | $34.4M | 16 | 0 |
| Apr 2018 | $186.2M | $151.8M | $34.4M | 16 | 0 |
| Jul 2017 | $56M | $34M | $22M | 9 | 100 |
| Jul 2017 | $56M | $34M | $22M | 9 | 100 |
| Jul 2017 | $56M | $34M | $22M | 9 | 100 |
| Jun 2017 | $56M | $34M | $22M | 9 | 100 |
| Feb 2017 | $43M | $25M | $18M | 19 | 100 |
| May 2016 | $75M | $70M | $5M | 18 | 250 |
| Apr 2016 | $75M | $70M | $5M | 18 | 250 |
| Mar 2016 | $75M | $70M | $5M | 18 | 250 |
| Jan 2016 | $80M | $75M | $5M | 20 | 285 |
| Apr 2015 | $80M | $75M | $5M | 20 | 285 |
| Mar 2015 | $80M | $75M | $5M | 20 | 285 |
| Nov 2014 | $79M | $74M | $5M | 20 | 265 |
| Oct 2014 | $79M | $74M | $5M | 20 | 265 |
| Sep 2014 | $79M | $74M | $5M | 20 | 265 |
DateNov 2025
Total AUM$241.7M
Discretionary$201.4M
Non-Disc.$40.3M
Employees11
Clients0
DateOct 2025
Total AUM$241.7M
Discretionary$201.4M
Non-Disc.$40.3M
Employees11
Clients0
DateMar 2025
Total AUM$241.7M
Discretionary$201.4M
Non-Disc.$40.3M
Employees11
Clients0
DateMar 2024
Total AUM$237.1M
Discretionary$190.6M
Non-Disc.$46.5M
Employees11
Clients0
DateAug 2023
Total AUM$163.8M
Discretionary$125.7M
Non-Disc.$38.1M
Employees11
Clients0
DateJun 2023
Total AUM$163.8M
Discretionary$125.7M
Non-Disc.$38.1M
Employees11
Clients0
DateMar 2023
Total AUM$163.8M
Discretionary$125.7M
Non-Disc.$38.1M
Employees11
Clients0
DateMar 2022
Total AUM$158.9M
Discretionary$100.3M
Non-Disc.$58.6M
Employees12
Clients0
DateFeb 2022
Total AUM$157.9M
Discretionary$106.2M
Non-Disc.$51.7M
Employees13
Clients0
DateAug 2021
Total AUM$157.9M
Discretionary$106.2M
Non-Disc.$51.7M
Employees13
Clients0
DateMar 2021
Total AUM$157.9M
Discretionary$106.2M
Non-Disc.$51.7M
Employees13
Clients0
DateJul 2020
Total AUM$110.4M
Discretionary$65.1M
Non-Disc.$45.3M
Employees14
Clients0
DateJun 2020
Total AUM$110.4M
Discretionary$65.1M
Non-Disc.$45.3M
Employees14
Clients0
DateMar 2020
Total AUM$110.4M
Discretionary$65.1M
Non-Disc.$45.3M
Employees14
Clients0
DateJan 2020
Total AUM$110.4M
Discretionary$65.1M
Non-Disc.$45.3M
Employees15
Clients0
DateAug 2019
Total AUM$169.8M
Discretionary$138.6M
Non-Disc.$31.2M
Employees15
Clients0
DateAug 2019
Total AUM$169.8M
Discretionary$138.6M
Non-Disc.$31.2M
Employees15
Clients0
DateMar 2019
Total AUM$169.8M
Discretionary$138.6M
Non-Disc.$31.2M
Employees15
Clients0
DateFeb 2019
Total AUM$169.8M
Discretionary$138.6M
Non-Disc.$31.2M
Employees15
Clients0
DateNov 2018
Total AUM$186.2M
Discretionary$151.8M
Non-Disc.$34.4M
Employees16
Clients0
DateMay 2018
Total AUM$186.2M
Discretionary$151.8M
Non-Disc.$34.4M
Employees16
Clients0
DateApr 2018
Total AUM$186.2M
Discretionary$151.8M
Non-Disc.$34.4M
Employees16
Clients0
DateJul 2017
Total AUM$56M
Discretionary$34M
Non-Disc.$22M
Employees9
Clients100
DateJul 2017
Total AUM$56M
Discretionary$34M
Non-Disc.$22M
Employees9
Clients100
DateJul 2017
Total AUM$56M
Discretionary$34M
Non-Disc.$22M
Employees9
Clients100
DateJun 2017
Total AUM$56M
Discretionary$34M
Non-Disc.$22M
Employees9
Clients100
DateFeb 2017
Total AUM$43M
Discretionary$25M
Non-Disc.$18M
Employees19
Clients100
DateMay 2016
Total AUM$75M
Discretionary$70M
Non-Disc.$5M
Employees18
Clients250
DateApr 2016
Total AUM$75M
Discretionary$70M
Non-Disc.$5M
Employees18
Clients250
DateMar 2016
Total AUM$75M
Discretionary$70M
Non-Disc.$5M
Employees18
Clients250
DateJan 2016
Total AUM$80M
Discretionary$75M
Non-Disc.$5M
Employees20
Clients285
DateApr 2015
Total AUM$80M
Discretionary$75M
Non-Disc.$5M
Employees20
Clients285
DateMar 2015
Total AUM$80M
Discretionary$75M
Non-Disc.$5M
Employees20
Clients285
DateNov 2014
Total AUM$79M
Discretionary$74M
Non-Disc.$5M
Employees20
Clients265
DateOct 2014
Total AUM$79M
Discretionary$74M
Non-Disc.$5M
Employees20
Clients265
DateSep 2014
Total AUM$79M
Discretionary$74M
Non-Disc.$5M
Employees20
Clients265