POSEY CAPITAL MANAGEMENT INC.
Legal name: POSEY CAPITAL
CRD #122405 SEC #801-71572 HOUSTON, TX 713-490-7000
SEC Registered
Total AUM
$133.8M
Discretionary
$133.8M
Employees
4
Clients
26
Accounts
300
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2015 | $197.5M | $197.5M | $0 | 4 | 26 |
| Mar 2014 | $171M | $171M | $0 | 4 | 26 |
| Jan 2014 | $171M | $171M | $0 | 4 | 26 |
| Jan 2013 | $133.8M | $133.8M | $0 | 4 | 26 |
| Feb 2012 | $110M | $110M | $0 | 1 | 26 |
| Jan 2012 | $110M | $110M | $0 | 1 | 26 |
| Apr 2011 | $97.7M | $92.2M | $5.5M | 5 | -- |
| Feb 2011 | $92.6M | $88M | $4.6M | 5 | -- |
| Jan 2011 | $81M | $81M | $0 | 5 | -- |
| Aug 2010 | $81M | $81M | $0 | 5 | -- |
| Jun 2010 | $81M | $81M | $0 | 5 | -- |
DateJan 2015
Total AUM$197.5M
Discretionary$197.5M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees4
Clients26
DateJan 2014
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees4
Clients26
DateJan 2013
Total AUM$133.8M
Discretionary$133.8M
Non-Disc.$0
Employees4
Clients26
DateFeb 2012
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$97.7M
Discretionary$92.2M
Non-Disc.$5.5M
Employees5
Clients--
DateFeb 2011
Total AUM$92.6M
Discretionary$88M
Non-Disc.$4.6M
Employees5
Clients--
DateJan 2011
Total AUM$81M
Discretionary$81M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$81M
Discretionary$81M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$81M
Discretionary$81M
Non-Disc.$0
Employees5
Clients--