HOLT & SHAPARD CAPITAL MANAGEMENT, L.L.C.
CRD #119326 SEC #801-60957 ST. LOUIS, MO 314/367-6300
SEC Registered
Total AUM
$20.7M
Discretionary
$20.7M
Employees
1
Clients
0
Accounts
224
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $20.7M | $20.7M | $0 | 1 | 200 |
| May 2012 | $20.7M | $20.7M | $0 | 1 | 200 |
| May 2012 | $20.7M | $20.7M | $0 | 1 | 200 |
| Apr 2012 | $20.7M | $20.7M | $0 | 1 | 200 |
| Apr 2012 | $20.7M | $20.7M | $0 | 1 | 200 |
| Feb 2012 | $20.7M | $20.7M | $0 | 1 | 200 |
| Feb 2011 | $48.1M | $48.1M | $0 | 5 | -- |
| Jan 2008 | $75.2M | $75.2M | $0 | 5 | -- |
| Jan 2007 | $75.2M | $75.2M | $0 | 5 | -- |
| Dec 2006 | $39.2M | $39.2M | $0 | 5 | -- |
| Mar 2006 | $39.2M | $39.2M | $0 | 5 | -- |
| Sep 2005 | $40.1M | $38.7M | $1.5M | 5 | -- |
| Jan 2005 | $40.1M | $38.7M | $1.5M | 5 | -- |
| Jul 2004 | $51.5M | $46.2M | $5.3M | 5 | -- |
DateJun 2012
Total AUM$20.7M
Discretionary$20.7M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$20.7M
Discretionary$20.7M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$20.7M
Discretionary$20.7M
Non-Disc.$0
Employees1
Clients200
DateApr 2012
Total AUM$20.7M
Discretionary$20.7M
Non-Disc.$0
Employees1
Clients200
DateApr 2012
Total AUM$20.7M
Discretionary$20.7M
Non-Disc.$0
Employees1
Clients200
DateFeb 2012
Total AUM$20.7M
Discretionary$20.7M
Non-Disc.$0
Employees1
Clients200
DateFeb 2011
Total AUM$48.1M
Discretionary$48.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$39.2M
Discretionary$39.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$39.2M
Discretionary$39.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$40.1M
Discretionary$38.7M
Non-Disc.$1.5M
Employees5
Clients--
DateJan 2005
Total AUM$40.1M
Discretionary$38.7M
Non-Disc.$1.5M
Employees5
Clients--
DateJul 2004
Total AUM$51.5M
Discretionary$46.2M
Non-Disc.$5.3M
Employees5
Clients--