INTERSECT CAPITAL LLC
CRD #122418 SEC #801-61821 SAN RAMON, CA 925-790-2894
SEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
Employees
4
Clients
101
Accounts
431
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2022 | $1.3B | $1.2B | $117.4M | 4 | 0 |
| Mar 2022 | $1.3B | $1.2B | $117.4M | 10 | 0 |
| Dec 2021 | $1.2B | $1.1B | $101.8M | 10 | 0 |
| Jul 2021 | $1.2B | $1.1B | $101.8M | 12 | 0 |
| Jun 2021 | $1.2B | $1.1B | $101.8M | 11 | 0 |
| Jun 2021 | $1.2B | $1.1B | $101.8M | 11 | 0 |
| Apr 2021 | $1.2B | $1.1B | $101.8M | 10 | 0 |
| Mar 2021 | $1.2B | $1.1B | $101.8M | 10 | 0 |
| Nov 2020 | $974.4M | $884M | $90.4M | 10 | 0 |
| Sep 2020 | $974.4M | $884M | $90.4M | 10 | 0 |
| Jun 2020 | $974.4M | $884M | $90.4M | 10 | 0 |
| Feb 2020 | $974.4M | $884M | $90.4M | 10 | 0 |
| Mar 2019 | $668.1M | $636.9M | $31.2M | 10 | 0 |
| Aug 2018 | $611.1M | $593.8M | $17.2M | 9 | 0 |
| Mar 2018 | $611.1M | $593.8M | $17.2M | 9 | 0 |
| Apr 2017 | $393.1M | $379.1M | $14M | 9 | 293 |
| Mar 2017 | $393.1M | $379.1M | $14M | 9 | 293 |
| Nov 2016 | $309.3M | $287.4M | $21.9M | 7 | 267 |
| Jul 2016 | $309.3M | $287.4M | $21.9M | 7 | 267 |
| Mar 2016 | $309.3M | $287.4M | $21.9M | 7 | 267 |
| Dec 2015 | $269.3M | $255M | $14.3M | 6 | 204 |
| Mar 2015 | $269.3M | $255M | $14.3M | 5 | 204 |
| Dec 2014 | $207.7M | $194.8M | $12.9M | 3 | 204 |
| Nov 2014 | $207.7M | $194.8M | $12.9M | 3 | 204 |
| Sep 2014 | $207.7M | $194.8M | $12.9M | 3 | 204 |
| Jun 2014 | $207.7M | $194.8M | $12.9M | 3 | 204 |
| Apr 2014 | $207.7M | $194.8M | $12.9M | 3 | 204 |
| Feb 2014 | $207.7M | $194.8M | $12.9M | 3 | 204 |
| Nov 2013 | $199.8M | $188.5M | $11.4M | 3 | 200 |
| Mar 2013 | $199.8M | $188.5M | $11.4M | 3 | 200 |
| Feb 2013 | $199.8M | $188.5M | $11.4M | 3 | 200 |
| Jun 2012 | $181.7M | $162.8M | $18.9M | 1 | 200 |
| Feb 2012 | $181.7M | $162.8M | $18.9M | 1 | 200 |
| Mar 2011 | $174.7M | $152.4M | $22.3M | 5 | -- |
| Feb 2008 | $145.9M | $130.8M | $15.1M | 5 | -- |
| Feb 2007 | $125.5M | $99.7M | $25.8M | 5 | -- |
| Feb 2006 | $102.3M | $79.8M | $22.5M | 5 | -- |
| Jun 2005 | $97.9M | $68.6M | $29.3M | 5 | -- |
| Jan 2005 | $97.9M | $68.6M | $29.3M | 5 | -- |
| Mar 2004 | $90.2M | $62.7M | $27.6M | 5 | -- |
| Nov 2003 | $56.6M | $39.4M | $17.3M | 5 | -- |
DateAug 2022
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$117.4M
Employees4
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$117.4M
Employees10
Clients0
DateDec 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$101.8M
Employees10
Clients0
DateJul 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$101.8M
Employees12
Clients0
DateJun 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$101.8M
Employees11
Clients0
DateJun 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$101.8M
Employees11
Clients0
DateApr 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$101.8M
Employees10
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$101.8M
Employees10
Clients0
DateNov 2020
Total AUM$974.4M
Discretionary$884M
Non-Disc.$90.4M
Employees10
Clients0
DateSep 2020
Total AUM$974.4M
Discretionary$884M
Non-Disc.$90.4M
Employees10
Clients0
DateJun 2020
Total AUM$974.4M
Discretionary$884M
Non-Disc.$90.4M
Employees10
Clients0
DateFeb 2020
Total AUM$974.4M
Discretionary$884M
Non-Disc.$90.4M
Employees10
Clients0
DateMar 2019
Total AUM$668.1M
Discretionary$636.9M
Non-Disc.$31.2M
Employees10
Clients0
DateAug 2018
Total AUM$611.1M
Discretionary$593.8M
Non-Disc.$17.2M
Employees9
Clients0
DateMar 2018
Total AUM$611.1M
Discretionary$593.8M
Non-Disc.$17.2M
Employees9
Clients0
DateApr 2017
Total AUM$393.1M
Discretionary$379.1M
Non-Disc.$14M
Employees9
Clients293
DateMar 2017
Total AUM$393.1M
Discretionary$379.1M
Non-Disc.$14M
Employees9
Clients293
DateNov 2016
Total AUM$309.3M
Discretionary$287.4M
Non-Disc.$21.9M
Employees7
Clients267
DateJul 2016
Total AUM$309.3M
Discretionary$287.4M
Non-Disc.$21.9M
Employees7
Clients267
DateMar 2016
Total AUM$309.3M
Discretionary$287.4M
Non-Disc.$21.9M
Employees7
Clients267
DateDec 2015
Total AUM$269.3M
Discretionary$255M
Non-Disc.$14.3M
Employees6
Clients204
DateMar 2015
Total AUM$269.3M
Discretionary$255M
Non-Disc.$14.3M
Employees5
Clients204
DateDec 2014
Total AUM$207.7M
Discretionary$194.8M
Non-Disc.$12.9M
Employees3
Clients204
DateNov 2014
Total AUM$207.7M
Discretionary$194.8M
Non-Disc.$12.9M
Employees3
Clients204
DateSep 2014
Total AUM$207.7M
Discretionary$194.8M
Non-Disc.$12.9M
Employees3
Clients204
DateJun 2014
Total AUM$207.7M
Discretionary$194.8M
Non-Disc.$12.9M
Employees3
Clients204
DateApr 2014
Total AUM$207.7M
Discretionary$194.8M
Non-Disc.$12.9M
Employees3
Clients204
DateFeb 2014
Total AUM$207.7M
Discretionary$194.8M
Non-Disc.$12.9M
Employees3
Clients204
DateNov 2013
Total AUM$199.8M
Discretionary$188.5M
Non-Disc.$11.4M
Employees3
Clients200
DateMar 2013
Total AUM$199.8M
Discretionary$188.5M
Non-Disc.$11.4M
Employees3
Clients200
DateFeb 2013
Total AUM$199.8M
Discretionary$188.5M
Non-Disc.$11.4M
Employees3
Clients200
DateJun 2012
Total AUM$181.7M
Discretionary$162.8M
Non-Disc.$18.9M
Employees1
Clients200
DateFeb 2012
Total AUM$181.7M
Discretionary$162.8M
Non-Disc.$18.9M
Employees1
Clients200
DateMar 2011
Total AUM$174.7M
Discretionary$152.4M
Non-Disc.$22.3M
Employees5
Clients--
DateFeb 2008
Total AUM$145.9M
Discretionary$130.8M
Non-Disc.$15.1M
Employees5
Clients--
DateFeb 2007
Total AUM$125.5M
Discretionary$99.7M
Non-Disc.$25.8M
Employees5
Clients--
DateFeb 2006
Total AUM$102.3M
Discretionary$79.8M
Non-Disc.$22.5M
Employees5
Clients--
DateJun 2005
Total AUM$97.9M
Discretionary$68.6M
Non-Disc.$29.3M
Employees5
Clients--
DateJan 2005
Total AUM$97.9M
Discretionary$68.6M
Non-Disc.$29.3M
Employees5
Clients--
DateMar 2004
Total AUM$90.2M
Discretionary$62.7M
Non-Disc.$27.6M
Employees5
Clients--
DateNov 2003
Total AUM$56.6M
Discretionary$39.4M
Non-Disc.$17.3M
Employees5
Clients--