COMPREHENSIVE CAPITAL MANAGEMENT, INC.
CRD #119890 SEC #801-61068 ROCKAWAY, NJ 973-394-0404
SEC Registered Disclosures
Total AUM
$71M
Discretionary
$71M
Employees
11
Clients
0
Accounts
2,105
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $71M | $71M | $0 | 11 | 5 |
| Oct 2024 | $48.3M | $48.3M | $0 | 11 | 5 |
| Mar 2024 | $48.3M | $48.3M | $0 | 11 | 5 |
| Feb 2023 | $40.5M | $40.5M | $0 | 12 | 5 |
| Apr 2022 | $64.1M | $64.1M | $0 | 12 | 6 |
| Mar 2022 | $64.1M | $64.1M | $0 | 12 | 6 |
| Feb 2022 | $63.3M | $55.5M | $7.7M | 12 | 0 |
| Feb 2022 | $63.3M | $55.5M | $7.7M | 12 | 0 |
| Jun 2021 | $63.3M | $55.5M | $7.7M | 12 | 0 |
| Jun 2021 | $63.3M | $55.5M | $7.7M | 12 | 0 |
| Mar 2021 | $63.3M | $55.5M | $7.7M | 12 | 0 |
| Jun 2020 | $111M | $83.8M | $27.2M | 14 | 0 |
| Mar 2020 | $111M | $83.8M | $27.2M | 14 | 0 |
| Feb 2020 | $115.2M | $104.7M | $10.4M | 28 | 0 |
| Oct 2019 | $115.2M | $104.7M | $10.4M | 28 | 0 |
| Oct 2019 | $115.2M | $104.7M | $10.4M | 28 | 0 |
| May 2019 | $115.2M | $104.7M | $10.4M | 28 | 0 |
| May 2019 | $115.2M | $104.7M | $10.4M | 28 | 0 |
| Mar 2019 | $115.2M | $104.7M | $10.4M | 28 | 0 |
| Mar 2019 | $125.5M | $109.9M | $15.6M | 25 | 15 |
| Jun 2018 | $125.5M | $109.9M | $15.6M | 25 | 15 |
| Jun 2018 | $125.5M | $109.9M | $15.6M | 25 | 15 |
| Mar 2018 | $125.5M | $109.9M | $15.6M | 25 | 15 |
| Feb 2018 | $272.9M | $189.3M | $83.7M | 25 | 0 |
| Feb 2018 | $272.9M | $189.3M | $83.7M | 25 | 0 |
| Mar 2017 | $272.9M | $189.3M | $83.7M | 25 | 400 |
| Dec 2016 | $203.5M | $175.8M | $27.7M | 25 | 400 |
| Mar 2016 | $203.5M | $175.8M | $27.7M | 25 | 400 |
| Jul 2015 | $98.3M | $70.1M | $28.3M | 25 | 400 |
| Mar 2015 | $98.3M | $70.1M | $28.3M | 25 | 400 |
| Dec 2014 | $104.6M | $74.9M | $29.8M | 25 | 400 |
| Aug 2014 | $104.6M | $74.9M | $29.8M | 25 | 400 |
| May 2014 | $104.6M | $74.9M | $29.8M | 25 | 400 |
| Mar 2014 | $104.6M | $74.9M | $29.8M | 25 | 400 |
| Aug 2013 | $476.4M | $296.9M | $179.4M | 37 | 1,400 |
| Apr 2013 | $476.4M | $296.9M | $179.4M | 37 | 1,400 |
| Apr 2013 | $476.4M | $296.9M | $179.4M | 37 | 1,400 |
| Apr 2012 | $501M | $335.3M | $165.7M | 11 | 1,400 |
| Apr 2012 | $501M | $335.3M | $165.7M | 11 | 1,400 |
| Feb 2012 | $501M | $335.3M | $165.7M | 11 | 1,100 |
| Nov 2011 | $461.2M | $327.2M | $133.9M | -- | -- |
| Aug 2011 | $461.2M | $327.2M | $133.9M | -- | -- |
| Dec 2010 | $425.4M | $337.6M | $87.9M | -- | -- |
| Mar 2010 | $425.4M | $337.6M | $87.9M | -- | -- |
| Oct 2009 | $230.9M | $159.2M | $71.7M | -- | -- |
| Mar 2008 | $244.9M | $171.8M | $73.1M | -- | -- |
| Jan 2008 | $143.8M | $89.2M | $54.6M | -- | -- |
| Mar 2007 | $143.8M | $89.2M | $54.6M | -- | -- |
| Mar 2006 | $79.9M | $33.8M | $46.1M | -- | -- |
| Feb 2006 | $100M | $62.4M | $37.5M | -- | -- |
| Feb 2006 | $100M | $62.4M | $37.5M | -- | -- |
| Feb 2005 | $89.1M | $60M | $29.1M | -- | -- |
| Mar 2004 | $89.1M | $60M | $29.1M | -- | -- |
| Jan 2004 | $0 | $0 | $0 | -- | -- |
| Apr 2002 | $0 | $0 | $0 | -- | -- |
DateMar 2025
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees11
Clients5
DateOct 2024
Total AUM$48.3M
Discretionary$48.3M
Non-Disc.$0
Employees11
Clients5
DateMar 2024
Total AUM$48.3M
Discretionary$48.3M
Non-Disc.$0
Employees11
Clients5
DateFeb 2023
Total AUM$40.5M
Discretionary$40.5M
Non-Disc.$0
Employees12
Clients5
DateApr 2022
Total AUM$64.1M
Discretionary$64.1M
Non-Disc.$0
Employees12
Clients6
DateMar 2022
Total AUM$64.1M
Discretionary$64.1M
Non-Disc.$0
Employees12
Clients6
DateFeb 2022
Total AUM$63.3M
Discretionary$55.5M
Non-Disc.$7.7M
Employees12
Clients0
DateFeb 2022
Total AUM$63.3M
Discretionary$55.5M
Non-Disc.$7.7M
Employees12
Clients0
DateJun 2021
Total AUM$63.3M
Discretionary$55.5M
Non-Disc.$7.7M
Employees12
Clients0
DateJun 2021
Total AUM$63.3M
Discretionary$55.5M
Non-Disc.$7.7M
Employees12
Clients0
DateMar 2021
Total AUM$63.3M
Discretionary$55.5M
Non-Disc.$7.7M
Employees12
Clients0
DateJun 2020
Total AUM$111M
Discretionary$83.8M
Non-Disc.$27.2M
Employees14
Clients0
DateMar 2020
Total AUM$111M
Discretionary$83.8M
Non-Disc.$27.2M
Employees14
Clients0
DateFeb 2020
Total AUM$115.2M
Discretionary$104.7M
Non-Disc.$10.4M
Employees28
Clients0
DateOct 2019
Total AUM$115.2M
Discretionary$104.7M
Non-Disc.$10.4M
Employees28
Clients0
DateOct 2019
Total AUM$115.2M
Discretionary$104.7M
Non-Disc.$10.4M
Employees28
Clients0
DateMay 2019
Total AUM$115.2M
Discretionary$104.7M
Non-Disc.$10.4M
Employees28
Clients0
DateMay 2019
Total AUM$115.2M
Discretionary$104.7M
Non-Disc.$10.4M
Employees28
Clients0
DateMar 2019
Total AUM$115.2M
Discretionary$104.7M
Non-Disc.$10.4M
Employees28
Clients0
DateMar 2019
Total AUM$125.5M
Discretionary$109.9M
Non-Disc.$15.6M
Employees25
Clients15
DateJun 2018
Total AUM$125.5M
Discretionary$109.9M
Non-Disc.$15.6M
Employees25
Clients15
DateJun 2018
Total AUM$125.5M
Discretionary$109.9M
Non-Disc.$15.6M
Employees25
Clients15
DateMar 2018
Total AUM$125.5M
Discretionary$109.9M
Non-Disc.$15.6M
Employees25
Clients15
DateFeb 2018
Total AUM$272.9M
Discretionary$189.3M
Non-Disc.$83.7M
Employees25
Clients0
DateFeb 2018
Total AUM$272.9M
Discretionary$189.3M
Non-Disc.$83.7M
Employees25
Clients0
DateMar 2017
Total AUM$272.9M
Discretionary$189.3M
Non-Disc.$83.7M
Employees25
Clients400
DateDec 2016
Total AUM$203.5M
Discretionary$175.8M
Non-Disc.$27.7M
Employees25
Clients400
DateMar 2016
Total AUM$203.5M
Discretionary$175.8M
Non-Disc.$27.7M
Employees25
Clients400
DateJul 2015
Total AUM$98.3M
Discretionary$70.1M
Non-Disc.$28.3M
Employees25
Clients400
DateMar 2015
Total AUM$98.3M
Discretionary$70.1M
Non-Disc.$28.3M
Employees25
Clients400
DateDec 2014
Total AUM$104.6M
Discretionary$74.9M
Non-Disc.$29.8M
Employees25
Clients400
DateAug 2014
Total AUM$104.6M
Discretionary$74.9M
Non-Disc.$29.8M
Employees25
Clients400
DateMay 2014
Total AUM$104.6M
Discretionary$74.9M
Non-Disc.$29.8M
Employees25
Clients400
DateMar 2014
Total AUM$104.6M
Discretionary$74.9M
Non-Disc.$29.8M
Employees25
Clients400
DateAug 2013
Total AUM$476.4M
Discretionary$296.9M
Non-Disc.$179.4M
Employees37
Clients1,400
DateApr 2013
Total AUM$476.4M
Discretionary$296.9M
Non-Disc.$179.4M
Employees37
Clients1,400
DateApr 2013
Total AUM$476.4M
Discretionary$296.9M
Non-Disc.$179.4M
Employees37
Clients1,400
DateApr 2012
Total AUM$501M
Discretionary$335.3M
Non-Disc.$165.7M
Employees11
Clients1,400
DateApr 2012
Total AUM$501M
Discretionary$335.3M
Non-Disc.$165.7M
Employees11
Clients1,400
DateFeb 2012
Total AUM$501M
Discretionary$335.3M
Non-Disc.$165.7M
Employees11
Clients1,100
DateNov 2011
Total AUM$461.2M
Discretionary$327.2M
Non-Disc.$133.9M
Employees--
Clients--
DateAug 2011
Total AUM$461.2M
Discretionary$327.2M
Non-Disc.$133.9M
Employees--
Clients--
DateDec 2010
Total AUM$425.4M
Discretionary$337.6M
Non-Disc.$87.9M
Employees--
Clients--
DateMar 2010
Total AUM$425.4M
Discretionary$337.6M
Non-Disc.$87.9M
Employees--
Clients--
DateOct 2009
Total AUM$230.9M
Discretionary$159.2M
Non-Disc.$71.7M
Employees--
Clients--
DateMar 2008
Total AUM$244.9M
Discretionary$171.8M
Non-Disc.$73.1M
Employees--
Clients--
DateJan 2008
Total AUM$143.8M
Discretionary$89.2M
Non-Disc.$54.6M
Employees--
Clients--
DateMar 2007
Total AUM$143.8M
Discretionary$89.2M
Non-Disc.$54.6M
Employees--
Clients--
DateMar 2006
Total AUM$79.9M
Discretionary$33.8M
Non-Disc.$46.1M
Employees--
Clients--
DateFeb 2006
Total AUM$100M
Discretionary$62.4M
Non-Disc.$37.5M
Employees--
Clients--
DateFeb 2006
Total AUM$100M
Discretionary$62.4M
Non-Disc.$37.5M
Employees--
Clients--
DateFeb 2005
Total AUM$89.1M
Discretionary$60M
Non-Disc.$29.1M
Employees--
Clients--
DateMar 2004
Total AUM$89.1M
Discretionary$60M
Non-Disc.$29.1M
Employees--
Clients--
DateJan 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--