WALLACE CAPITAL MANAGEMENT, INC.
CRD #119174 SEC #801-70100 DALLAS, TX 214-303-0200
SEC Registered Private Funds
Total AUM
$1.4B
Discretionary
$1.3B
Employees
7
Clients
0
Accounts
479
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.4B | $1.3B | $26M | 7 | 0 |
| Mar 2024 | $1.2B | $1.2B | $13.7M | 6 | 0 |
| Mar 2023 | $1.1B | $1B | $15.8M | 7 | 0 |
| Mar 2022 | $1.1B | $1B | $17.1M | 7 | 0 |
| Apr 2021 | $938.2M | $916.4M | $21.7M | 7 | 0 |
| Mar 2021 | $938.2M | $916.4M | $21.7M | 7 | 0 |
| Feb 2021 | $973.4M | $935.2M | $38.2M | 7 | 0 |
| Jun 2020 | $973.4M | $935.2M | $38.2M | 7 | 0 |
| Mar 2020 | $973.4M | $935.2M | $38.2M | 7 | 0 |
| Mar 2019 | $951.9M | $918.3M | $33.6M | 9 | 0 |
| Jun 2018 | $957M | $923.2M | $33.8M | 9 | 0 |
| Mar 2018 | $957M | $923.2M | $33.8M | 9 | 0 |
| Mar 2017 | $855.7M | $830.7M | $25.1M | 8 | 500 |
| Mar 2016 | $886.8M | $858.3M | $28.5M | 7 | 400 |
| Mar 2015 | $824.6M | $808.6M | $16M | 7 | 300 |
| Mar 2014 | $662.2M | $655.3M | $7M | 6 | 300 |
| Apr 2013 | $324.7M | $322.7M | $2M | 5 | 200 |
| Mar 2012 | $212.1M | $211.5M | $608K | 1 | 130 |
| Mar 2011 | $168.2M | $166.8M | $1.4M | 5 | -- |
| Mar 2010 | $96.2M | $96.2M | $0 | 5 | -- |
| Apr 2009 | $60M | $60M | $0 | 5 | -- |
| Apr 2009 | $60M | $60M | $0 | 5 | -- |
DateMar 2025
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$26M
Employees7
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$13.7M
Employees6
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$15.8M
Employees7
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$17.1M
Employees7
Clients0
DateApr 2021
Total AUM$938.2M
Discretionary$916.4M
Non-Disc.$21.7M
Employees7
Clients0
DateMar 2021
Total AUM$938.2M
Discretionary$916.4M
Non-Disc.$21.7M
Employees7
Clients0
DateFeb 2021
Total AUM$973.4M
Discretionary$935.2M
Non-Disc.$38.2M
Employees7
Clients0
DateJun 2020
Total AUM$973.4M
Discretionary$935.2M
Non-Disc.$38.2M
Employees7
Clients0
DateMar 2020
Total AUM$973.4M
Discretionary$935.2M
Non-Disc.$38.2M
Employees7
Clients0
DateMar 2019
Total AUM$951.9M
Discretionary$918.3M
Non-Disc.$33.6M
Employees9
Clients0
DateJun 2018
Total AUM$957M
Discretionary$923.2M
Non-Disc.$33.8M
Employees9
Clients0
DateMar 2018
Total AUM$957M
Discretionary$923.2M
Non-Disc.$33.8M
Employees9
Clients0
DateMar 2017
Total AUM$855.7M
Discretionary$830.7M
Non-Disc.$25.1M
Employees8
Clients500
DateMar 2016
Total AUM$886.8M
Discretionary$858.3M
Non-Disc.$28.5M
Employees7
Clients400
DateMar 2015
Total AUM$824.6M
Discretionary$808.6M
Non-Disc.$16M
Employees7
Clients300
DateMar 2014
Total AUM$662.2M
Discretionary$655.3M
Non-Disc.$7M
Employees6
Clients300
DateApr 2013
Total AUM$324.7M
Discretionary$322.7M
Non-Disc.$2M
Employees5
Clients200
DateMar 2012
Total AUM$212.1M
Discretionary$211.5M
Non-Disc.$608K
Employees1
Clients130
DateMar 2011
Total AUM$168.2M
Discretionary$166.8M
Non-Disc.$1.4M
Employees5
Clients--
DateMar 2010
Total AUM$96.2M
Discretionary$96.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--