GERSTEIN, FISHER & ASSOCIATES, INC.
Legal name: GERSTEIN FISHER
CRD #118551 SEC #801-60870 NEW YORK, NY 212 968-0707
SEC Registered Broker-Dealer
Total AUM
$1.9B
Discretionary
$1.9B
Employees
45
Clients
1
Accounts
5,880
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2016 | $1.9B | $1.9B | $23.1M | 45 | 1,900 |
| Jul 2016 | $1.9B | $1.9B | $23.1M | 45 | 1,900 |
| Mar 2016 | $1.9B | $1.9B | $23.1M | 45 | 1,900 |
| Jul 2015 | $2B | $2B | $31.2M | 42 | 1,800 |
| Mar 2015 | $1.8B | $1.8B | $32.3M | 42 | 1,800 |
| Feb 2015 | $1.7B | $1.7B | $44.4M | 40 | 1,000 |
| Jun 2014 | $1.7B | $1.7B | $44.4M | 40 | 1,000 |
| Mar 2014 | $1.7B | $1.7B | $44.4M | 40 | 1,000 |
| Nov 2013 | $1.6B | $1.5B | $35.8M | 40 | 1,000 |
| Jul 2013 | $1.4B | $1.4B | $41.9M | 40 | 1,000 |
| Apr 2013 | $1.4B | $1.3B | $28.5M | 40 | 1,000 |
| Sep 2012 | $1.4B | $1.4B | $43.5M | 11 | 1,000 |
| Jul 2012 | $1.2B | $1.2B | $33.8M | 11 | 1,000 |
| Mar 2012 | $1.2B | $1.2B | $9.3M | 11 | 1,000 |
| Jul 2011 | $1B | $1B | $10.1M | -- | -- |
| Mar 2011 | $1B | $1B | $10.1M | -- | -- |
| Feb 2011 | $1B | $999.7M | $10.1M | -- | -- |
| Feb 2011 | $829.8M | $820.9M | $8.9M | -- | -- |
| Nov 2007 | $637M | $637M | $0 | -- | -- |
| Apr 2007 | $561M | $561M | $0 | -- | -- |
| Dec 2006 | $554.8M | $554.8M | $0 | -- | -- |
| Mar 2006 | $420M | $420M | $0 | -- | -- |
| Jan 2006 | $413.7M | $413.7M | $0 | -- | -- |
| Nov 2005 | $373M | $373M | $0 | -- | -- |
| Mar 2004 | $230M | $230M | $0 | -- | -- |
| Jan 2004 | $200M | $200M | $0 | -- | -- |
| Nov 2003 | $200M | $200M | $0 | -- | -- |
| Apr 2002 | $70M | $0 | $70M | 10 | -- |
DateAug 2016
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$23.1M
Employees45
Clients1,900
DateJul 2016
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$23.1M
Employees45
Clients1,900
DateMar 2016
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$23.1M
Employees45
Clients1,900
DateJul 2015
Total AUM$2B
Discretionary$2B
Non-Disc.$31.2M
Employees42
Clients1,800
DateMar 2015
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$32.3M
Employees42
Clients1,800
DateFeb 2015
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$44.4M
Employees40
Clients1,000
DateJun 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$44.4M
Employees40
Clients1,000
DateMar 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$44.4M
Employees40
Clients1,000
DateNov 2013
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$35.8M
Employees40
Clients1,000
DateJul 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$41.9M
Employees40
Clients1,000
DateApr 2013
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$28.5M
Employees40
Clients1,000
DateSep 2012
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$43.5M
Employees11
Clients1,000
DateJul 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$33.8M
Employees11
Clients1,000
DateMar 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$9.3M
Employees11
Clients1,000
DateJul 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$10.1M
Employees--
Clients--
DateMar 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$10.1M
Employees--
Clients--
DateFeb 2011
Total AUM$1B
Discretionary$999.7M
Non-Disc.$10.1M
Employees--
Clients--
DateFeb 2011
Total AUM$829.8M
Discretionary$820.9M
Non-Disc.$8.9M
Employees--
Clients--
DateNov 2007
Total AUM$637M
Discretionary$637M
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$561M
Discretionary$561M
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$554.8M
Discretionary$554.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$420M
Discretionary$420M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$413.7M
Discretionary$413.7M
Non-Disc.$0
Employees--
Clients--
DateNov 2005
Total AUM$373M
Discretionary$373M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees--
Clients--
DateJan 2004
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees10
Clients--