W.P. STEWART ASSET MANAGEMENT LTD.
CRD #122046 SEC #801-61428 NASHVILLE, TN 615-622-0000
SEC Registered
Total AUM
$266M
Discretionary
$266M
Employees
0
Clients
1
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $266M | $266M | $0 | 0 | 0 |
| Mar 2023 | $230M | $230M | $0 | 0 | 0 |
| Sep 2022 | $282M | $282M | $0 | 0 | 0 |
| Mar 2022 | $282M | $282M | $0 | 0 | 0 |
| Jul 2021 | $217M | $214M | $3M | 0 | 4 |
| Jul 2021 | $217M | $214M | $3M | 0 | 0 |
| Mar 2021 | $217M | $214M | $3M | 0 | 0 |
| Jul 2020 | $241.8M | $237.6M | $4.2M | 0 | 0 |
| Mar 2020 | $241.8M | $237.6M | $4.2M | 0 | 0 |
| Mar 2019 | $231M | $227.7M | $3.3M | 0 | 12 |
| Mar 2018 | $243.6M | $238.4M | $5.2M | 0 | 12 |
| Dec 2017 | $211.8M | $207.2M | $4.6M | 0 | 0 |
| Sep 2017 | $211.8M | $207.2M | $4.6M | 0 | 11 |
| Apr 2017 | $211.8M | $207.2M | $4.6M | 0 | 11 |
| Mar 2017 | $211.8M | $207.2M | $4.6M | 0 | 11 |
| Oct 2016 | $203.5M | $198M | $5.4M | 0 | 11 |
| Sep 2016 | $203.5M | $198M | $5.4M | 0 | 11 |
| Mar 2016 | $203.5M | $198M | $5.4M | 0 | 11 |
| Jul 2015 | $267.3M | $267.3M | $0 | 0 | 26 |
| Mar 2015 | $267.3M | $267.3M | $0 | 0 | 26 |
| Feb 2015 | $946.1M | $946.1M | $0 | 8 | 26 |
| Jul 2014 | $946.1M | $946.1M | $0 | 8 | 26 |
| Mar 2014 | $946.1M | $946.1M | $0 | 8 | 26 |
| Jan 2014 | $644.9M | $644.9M | $0 | 26 | 26 |
| Mar 2013 | $644.9M | $644.9M | $0 | 26 | 26 |
| Apr 2012 | $515.3M | $515.3M | $0 | 11 | 26 |
| Mar 2011 | $570M | $570M | $0 | -- | -- |
| Dec 2010 | $479.4M | $479.4M | $0 | -- | -- |
| Jun 2010 | $479.4M | $479.4M | $0 | -- | -- |
| Mar 2008 | $1.1B | $1.1B | $0 | -- | -- |
| Aug 2007 | $2.6B | $2.6B | $0 | -- | -- |
| Mar 2007 | $2.6B | $2.6B | $0 | -- | -- |
| Mar 2004 | $2.2B | $2.2B | $0 | -- | -- |
DateMar 2024
Total AUM$266M
Discretionary$266M
Non-Disc.$0
Employees0
Clients0
DateMar 2023
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees0
Clients0
DateSep 2022
Total AUM$282M
Discretionary$282M
Non-Disc.$0
Employees0
Clients0
DateMar 2022
Total AUM$282M
Discretionary$282M
Non-Disc.$0
Employees0
Clients0
DateJul 2021
Total AUM$217M
Discretionary$214M
Non-Disc.$3M
Employees0
Clients4
DateJul 2021
Total AUM$217M
Discretionary$214M
Non-Disc.$3M
Employees0
Clients0
DateMar 2021
Total AUM$217M
Discretionary$214M
Non-Disc.$3M
Employees0
Clients0
DateJul 2020
Total AUM$241.8M
Discretionary$237.6M
Non-Disc.$4.2M
Employees0
Clients0
DateMar 2020
Total AUM$241.8M
Discretionary$237.6M
Non-Disc.$4.2M
Employees0
Clients0
DateMar 2019
Total AUM$231M
Discretionary$227.7M
Non-Disc.$3.3M
Employees0
Clients12
DateMar 2018
Total AUM$243.6M
Discretionary$238.4M
Non-Disc.$5.2M
Employees0
Clients12
DateDec 2017
Total AUM$211.8M
Discretionary$207.2M
Non-Disc.$4.6M
Employees0
Clients0
DateSep 2017
Total AUM$211.8M
Discretionary$207.2M
Non-Disc.$4.6M
Employees0
Clients11
DateApr 2017
Total AUM$211.8M
Discretionary$207.2M
Non-Disc.$4.6M
Employees0
Clients11
DateMar 2017
Total AUM$211.8M
Discretionary$207.2M
Non-Disc.$4.6M
Employees0
Clients11
DateOct 2016
Total AUM$203.5M
Discretionary$198M
Non-Disc.$5.4M
Employees0
Clients11
DateSep 2016
Total AUM$203.5M
Discretionary$198M
Non-Disc.$5.4M
Employees0
Clients11
DateMar 2016
Total AUM$203.5M
Discretionary$198M
Non-Disc.$5.4M
Employees0
Clients11
DateJul 2015
Total AUM$267.3M
Discretionary$267.3M
Non-Disc.$0
Employees0
Clients26
DateMar 2015
Total AUM$267.3M
Discretionary$267.3M
Non-Disc.$0
Employees0
Clients26
DateFeb 2015
Total AUM$946.1M
Discretionary$946.1M
Non-Disc.$0
Employees8
Clients26
DateJul 2014
Total AUM$946.1M
Discretionary$946.1M
Non-Disc.$0
Employees8
Clients26
DateMar 2014
Total AUM$946.1M
Discretionary$946.1M
Non-Disc.$0
Employees8
Clients26
DateJan 2014
Total AUM$644.9M
Discretionary$644.9M
Non-Disc.$0
Employees26
Clients26
DateMar 2013
Total AUM$644.9M
Discretionary$644.9M
Non-Disc.$0
Employees26
Clients26
DateApr 2012
Total AUM$515.3M
Discretionary$515.3M
Non-Disc.$0
Employees11
Clients26
DateMar 2011
Total AUM$570M
Discretionary$570M
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$479.4M
Discretionary$479.4M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$479.4M
Discretionary$479.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees--
Clients--