SAXONY CAPITAL MANAGEMENT LLC.
Legal name: SAXONY CAPITAL MANAGEMENT, LLC
CRD #122692 SEC #801-68385 SAINT LOUIS, MO 314-963-9336
SEC Registered
Total AUM
$297.9M
Discretionary
$285.5M
Employees
6
Clients
1
Accounts
1,307
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $297.9M | $285.5M | $12.4M | 6 | 0 |
| Nov 2025 | $297.9M | $285.5M | $12.4M | 6 | 0 |
| Oct 2025 | $297.9M | $285.5M | $12.4M | 6 | 0 |
| Oct 2025 | $297.9M | $285.5M | $12.4M | 6 | 0 |
| Aug 2025 | $297.9M | $285.5M | $12.4M | 6 | 0 |
| Jul 2025 | $297.9M | $285.5M | $12.4M | 6 | 0 |
| Jul 2025 | $297.9M | $285.5M | $12.4M | 6 | 0 |
| Jun 2025 | $297.9M | $285.5M | $12.4M | 6 | 0 |
| Jun 2025 | $297.9M | $285.5M | $12.4M | 6 | 0 |
| Apr 2025 | $297.9M | $285.5M | $12.4M | 6 | 0 |
| Mar 2025 | $297.9M | $285.5M | $12.4M | 6 | 0 |
| Mar 2025 | $239.3M | $218.2M | $21.1M | 6 | 0 |
| Feb 2025 | $239.3M | $218.2M | $21.1M | 6 | 0 |
| Feb 2025 | $239.3M | $218.2M | $21.1M | 6 | 0 |
| Feb 2025 | $239.3M | $218.2M | $21.1M | 6 | 0 |
| Jan 2025 | $239.3M | $218.2M | $21.1M | 6 | 0 |
| Jan 2025 | $239.3M | $218.2M | $21.1M | 6 | 0 |
| Dec 2024 | $239.3M | $218.2M | $21.1M | 6 | 0 |
| Aug 2024 | $239.3M | $218.2M | $21.1M | 6 | 0 |
| Aug 2024 | $239.3M | $218.2M | $21.1M | 6 | 0 |
| Jul 2024 | $239.3M | $218.2M | $21.1M | 6 | 0 |
| May 2024 | $239.3M | $218.2M | $21.1M | 6 | 0 |
| May 2024 | $239.3M | $218.2M | $21.1M | 6 | 0 |
| Mar 2024 | $239.3M | $218.2M | $21.1M | 6 | 0 |
| Mar 2024 | $239.3M | $218.2M | $21.1M | 6 | 0 |
| Jan 2024 | $163.1M | $153.8M | $9.3M | 7 | 2 |
| Jan 2024 | $163.1M | $153.8M | $9.3M | 7 | 2 |
| Dec 2023 | $163.1M | $153.8M | $9.3M | 7 | 2 |
| Dec 2023 | $163.1M | $153.8M | $9.3M | 7 | 2 |
| Nov 2023 | $163.1M | $153.8M | $9.3M | 7 | 2 |
| Nov 2023 | $163.1M | $153.8M | $9.3M | 7 | 2 |
| Aug 2023 | $163.1M | $153.8M | $9.3M | 7 | 2 |
| Aug 2023 | $163.1M | $153.8M | $9.3M | 7 | 2 |
| Jul 2023 | $163.1M | $153.8M | $9.3M | 7 | 2 |
| Jun 2023 | $163.1M | $153.8M | $9.3M | 7 | 2 |
| May 2023 | $163.1M | $153.8M | $9.3M | 7 | 2 |
| Apr 2023 | $163.1M | $153.8M | $9.3M | 7 | 2 |
| Mar 2023 | $163.1M | $153.8M | $9.3M | 7 | 2 |
| Jan 2023 | $369.8M | $221.9M | $147.9M | 6 | 1 |
| Dec 2022 | $369.8M | $221.9M | $147.9M | 6 | 1 |
| Aug 2022 | $369.8M | $221.9M | $147.9M | 6 | 1 |
| Jun 2022 | $369.8M | $221.9M | $147.9M | 6 | 1 |
| May 2022 | $369.8M | $221.9M | $147.9M | 6 | 1 |
| Mar 2022 | $369.8M | $221.9M | $147.9M | 6 | 1 |
| Mar 2022 | $313.7M | $178.1M | $135.6M | 6 | 1 |
| Jan 2022 | $313.7M | $178.1M | $135.6M | 6 | 1 |
| Dec 2021 | $313.7M | $178.1M | $135.6M | 6 | 1 |
| Nov 2021 | $313.7M | $178.1M | $135.6M | 6 | 1 |
| Nov 2021 | $313.7M | $178.1M | $135.6M | 6 | 1 |
| Aug 2021 | $313.7M | $178.1M | $135.6M | 6 | 1 |
| Apr 2021 | $313.7M | $178.1M | $135.6M | 6 | 1 |
| Mar 2021 | $313.7M | $178.1M | $135.6M | 6 | 1 |
| Dec 2020 | $293.8M | $149.4M | $144.4M | 6 | 1 |
| Jul 2020 | $293.8M | $149.4M | $144.4M | 6 | 1 |
| Jun 2020 | $293.8M | $149.4M | $144.4M | 6 | 1 |
| May 2020 | $293.8M | $149.4M | $144.4M | 6 | 1 |
| May 2020 | $293.8M | $149.4M | $144.4M | 6 | 1 |
| Mar 2020 | $293.8M | $149.4M | $144.4M | 2 | 469 |
| Mar 2020 | $293.8M | $149.4M | $144.4M | 2 | 469 |
| Jan 2020 | $257.2M | $131M | $126.2M | 2 | 561 |
| Jan 2020 | $257.2M | $131M | $126.2M | 2 | 561 |
| Dec 2019 | $257.2M | $131M | $126.2M | 2 | 561 |
| Oct 2019 | $257.2M | $131M | $126.2M | 2 | 561 |
| Oct 2019 | $257.2M | $131M | $126.2M | 2 | 561 |
| Oct 2019 | $257.2M | $131M | $126.2M | 2 | 561 |
| Sep 2019 | $257.2M | $131M | $126.2M | 2 | 561 |
| Mar 2019 | $257.2M | $131M | $126.2M | 2 | 561 |
| Jan 2019 | $241.8M | $115.1M | $126.7M | 2 | 416 |
| Jan 2019 | $241.8M | $115.1M | $126.7M | 2 | 416 |
| Dec 2018 | $241.8M | $115.1M | $126.7M | 2 | 416 |
| Nov 2018 | $241.8M | $115.1M | $126.7M | 2 | 416 |
| Nov 2018 | $241.8M | $115.1M | $126.7M | 2 | 416 |
| Apr 2018 | $241.8M | $115.1M | $126.7M | 2 | 416 |
| Mar 2018 | $241.8M | $115.1M | $126.7M | 2 | 416 |
| Mar 2018 | $241.8M | $115.1M | $126.7M | 2 | 416 |
| Nov 2017 | $246.9M | $127.8M | $119.1M | 2 | 440 |
| Sep 2017 | $264.5M | $183.9M | $80.6M | 2 | 400 |
| Aug 2017 | $264.5M | $183.9M | $80.6M | 2 | 400 |
| Apr 2017 | $264.5M | $183.9M | $80.6M | 2 | 400 |
| Mar 2017 | $264.5M | $183.9M | $80.6M | 2 | 400 |
| Mar 2017 | $264.5M | $183.9M | $80.6M | 2 | 400 |
| Mar 2017 | $264.5M | $183.9M | $80.6M | 2 | 400 |
| Jan 2017 | $184.5M | $173.9M | $10.7M | 2 | 400 |
| Dec 2016 | $184.5M | $173.9M | $10.7M | 2 | 400 |
| Dec 2016 | $184.5M | $173.9M | $10.7M | 2 | 400 |
| Oct 2016 | $184.5M | $173.9M | $10.7M | 2 | 400 |
| Aug 2016 | $184.5M | $173.9M | $10.7M | 2 | 400 |
| Jul 2016 | $184.5M | $173.9M | $10.7M | 2 | 400 |
| Jul 2016 | $184.5M | $173.9M | $10.7M | 2 | 400 |
| May 2016 | $184.5M | $173.9M | $10.7M | 2 | 400 |
| Apr 2016 | $184.5M | $173.9M | $10.7M | 2 | 400 |
| Mar 2016 | $184.5M | $173.9M | $10.7M | 2 | 400 |
| Feb 2016 | $184.5M | $173.9M | $10.7M | 2 | 400 |
| Dec 2015 | $230.2M | $220.2M | $10M | 2 | 400 |
| Aug 2015 | $230.2M | $220.2M | $10M | 2 | 400 |
| Aug 2015 | $230.2M | $220.2M | $10M | 2 | 400 |
| Jul 2015 | $230.2M | $220.2M | $10M | 2 | 400 |
| Jun 2015 | $230.2M | $220.2M | $10M | 2 | 400 |
| Apr 2015 | $230.2M | $220.2M | $10M | 2 | 400 |
| Mar 2015 | $230.2M | $220.2M | $10M | 2 | 400 |
| Mar 2015 | $212.2M | $195.6M | $16.7M | 2 | 400 |
| Dec 2014 | $212.2M | $195.6M | $16.7M | 2 | 400 |
| Nov 2014 | $212.2M | $195.6M | $16.7M | 2 | 400 |
| Oct 2014 | $212.2M | $195.6M | $16.7M | 2 | 400 |
| Sep 2014 | $212.2M | $195.6M | $16.7M | 2 | 400 |
| Feb 2014 | $212.2M | $195.6M | $16.7M | 2 | 400 |
| Feb 2014 | $212.2M | $195.6M | $16.7M | 2 | 400 |
| Dec 2013 | $185.7M | $164.1M | $21.6M | 2 | 500 |
| Sep 2013 | $185.7M | $164.1M | $21.6M | 2 | 500 |
| Apr 2013 | $185.7M | $164.1M | $21.6M | 2 | 500 |
| Mar 2013 | $185.7M | $164.1M | $21.6M | 2 | 500 |
| Mar 2013 | $185.7M | $164.1M | $21.6M | 2 | 500 |
| Mar 2013 | $185.7M | $164.1M | $21.6M | 2 | 500 |
| Mar 2013 | $63.8M | $26.6M | $37.2M | 2 | 200 |
| Feb 2013 | $63.8M | $26.6M | $37.2M | 2 | 200 |
| Nov 2012 | $63.8M | $26.6M | $37.2M | 2 | 200 |
| Oct 2012 | $63.8M | $26.6M | $37.2M | 1 | 200 |
| Sep 2012 | $63.8M | $26.6M | $37.2M | 1 | 200 |
| Aug 2012 | $63.8M | $26.6M | $37.2M | 1 | 200 |
| Jul 2012 | $63.8M | $26.6M | $37.2M | 1 | 200 |
| Jun 2012 | $63.8M | $26.6M | $37.2M | 1 | 200 |
| Mar 2012 | $63.8M | $26.6M | $37.2M | 1 | 200 |
| Jan 2012 | $58.3M | $23.9M | $34.4M | 1 | 200 |
| Jul 2011 | $58.3M | $23.9M | $34.4M | 5 | -- |
| Jun 2011 | $58.3M | $23.9M | $34.4M | 5 | -- |
| Jun 2011 | $58.3M | $23.9M | $34.4M | 5 | -- |
| Jun 2011 | $58.3M | $23.9M | $34.4M | 5 | -- |
| Jun 2011 | $58.3M | $23.9M | $34.4M | 5 | -- |
| May 2011 | $58.3M | $23.9M | $34.4M | 5 | -- |
| Apr 2011 | $58.3M | $23.9M | $34.4M | 5 | -- |
| Dec 2010 | $33.5M | $28.8M | $4.7M | 5 | -- |
| Dec 2010 | $33.5M | $28.8M | $4.7M | 5 | -- |
| Jun 2010 | $33.5M | $28.8M | $4.7M | 5 | -- |
| Mar 2010 | $33.5M | $28.8M | $4.7M | 5 | -- |
| Jan 2010 | $29.3M | $24.6M | $4.7M | 5 | -- |
| Apr 2009 | $39.8M | $30.9M | $8.8M | 5 | -- |
| Apr 2009 | $39.8M | $30.9M | $8.8M | 5 | -- |
| Apr 2009 | $39.8M | $30.9M | $8.8M | 5 | -- |
| Feb 2009 | $33.4M | $5.3M | $28.1M | 5 | -- |
| Feb 2009 | $33.4M | $5.3M | $28.1M | 5 | -- |
| Mar 2008 | $33.4M | $5.3M | $28.1M | 5 | -- |
| Jan 2008 | $33.1M | $14.6M | $18.5M | 5 | -- |
| Jan 2008 | $33.1M | $14.6M | $18.5M | 5 | -- |
| Nov 2007 | $33.1M | $14.6M | $18.5M | 5 | -- |
| Nov 2007 | $33.1M | $14.6M | $18.5M | 5 | -- |
| Oct 2007 | $33.1M | $14.6M | $18.5M | 5 | -- |
| Sep 2007 | $33.1M | $14.6M | $18.5M | 5 | -- |
DateDec 2025
Total AUM$297.9M
Discretionary$285.5M
Non-Disc.$12.4M
Employees6
Clients0
DateNov 2025
Total AUM$297.9M
Discretionary$285.5M
Non-Disc.$12.4M
Employees6
Clients0
DateOct 2025
Total AUM$297.9M
Discretionary$285.5M
Non-Disc.$12.4M
Employees6
Clients0
DateOct 2025
Total AUM$297.9M
Discretionary$285.5M
Non-Disc.$12.4M
Employees6
Clients0
DateAug 2025
Total AUM$297.9M
Discretionary$285.5M
Non-Disc.$12.4M
Employees6
Clients0
DateJul 2025
Total AUM$297.9M
Discretionary$285.5M
Non-Disc.$12.4M
Employees6
Clients0
DateJul 2025
Total AUM$297.9M
Discretionary$285.5M
Non-Disc.$12.4M
Employees6
Clients0
DateJun 2025
Total AUM$297.9M
Discretionary$285.5M
Non-Disc.$12.4M
Employees6
Clients0
DateJun 2025
Total AUM$297.9M
Discretionary$285.5M
Non-Disc.$12.4M
Employees6
Clients0
DateApr 2025
Total AUM$297.9M
Discretionary$285.5M
Non-Disc.$12.4M
Employees6
Clients0
DateMar 2025
Total AUM$297.9M
Discretionary$285.5M
Non-Disc.$12.4M
Employees6
Clients0
DateMar 2025
Total AUM$239.3M
Discretionary$218.2M
Non-Disc.$21.1M
Employees6
Clients0
DateFeb 2025
Total AUM$239.3M
Discretionary$218.2M
Non-Disc.$21.1M
Employees6
Clients0
DateFeb 2025
Total AUM$239.3M
Discretionary$218.2M
Non-Disc.$21.1M
Employees6
Clients0
DateFeb 2025
Total AUM$239.3M
Discretionary$218.2M
Non-Disc.$21.1M
Employees6
Clients0
DateJan 2025
Total AUM$239.3M
Discretionary$218.2M
Non-Disc.$21.1M
Employees6
Clients0
DateJan 2025
Total AUM$239.3M
Discretionary$218.2M
Non-Disc.$21.1M
Employees6
Clients0
DateDec 2024
Total AUM$239.3M
Discretionary$218.2M
Non-Disc.$21.1M
Employees6
Clients0
DateAug 2024
Total AUM$239.3M
Discretionary$218.2M
Non-Disc.$21.1M
Employees6
Clients0
DateAug 2024
Total AUM$239.3M
Discretionary$218.2M
Non-Disc.$21.1M
Employees6
Clients0
DateJul 2024
Total AUM$239.3M
Discretionary$218.2M
Non-Disc.$21.1M
Employees6
Clients0
DateMay 2024
Total AUM$239.3M
Discretionary$218.2M
Non-Disc.$21.1M
Employees6
Clients0
DateMay 2024
Total AUM$239.3M
Discretionary$218.2M
Non-Disc.$21.1M
Employees6
Clients0
DateMar 2024
Total AUM$239.3M
Discretionary$218.2M
Non-Disc.$21.1M
Employees6
Clients0
DateMar 2024
Total AUM$239.3M
Discretionary$218.2M
Non-Disc.$21.1M
Employees6
Clients0
DateJan 2024
Total AUM$163.1M
Discretionary$153.8M
Non-Disc.$9.3M
Employees7
Clients2
DateJan 2024
Total AUM$163.1M
Discretionary$153.8M
Non-Disc.$9.3M
Employees7
Clients2
DateDec 2023
Total AUM$163.1M
Discretionary$153.8M
Non-Disc.$9.3M
Employees7
Clients2
DateDec 2023
Total AUM$163.1M
Discretionary$153.8M
Non-Disc.$9.3M
Employees7
Clients2
DateNov 2023
Total AUM$163.1M
Discretionary$153.8M
Non-Disc.$9.3M
Employees7
Clients2
DateNov 2023
Total AUM$163.1M
Discretionary$153.8M
Non-Disc.$9.3M
Employees7
Clients2
DateAug 2023
Total AUM$163.1M
Discretionary$153.8M
Non-Disc.$9.3M
Employees7
Clients2
DateAug 2023
Total AUM$163.1M
Discretionary$153.8M
Non-Disc.$9.3M
Employees7
Clients2
DateJul 2023
Total AUM$163.1M
Discretionary$153.8M
Non-Disc.$9.3M
Employees7
Clients2
DateJun 2023
Total AUM$163.1M
Discretionary$153.8M
Non-Disc.$9.3M
Employees7
Clients2
DateMay 2023
Total AUM$163.1M
Discretionary$153.8M
Non-Disc.$9.3M
Employees7
Clients2
DateApr 2023
Total AUM$163.1M
Discretionary$153.8M
Non-Disc.$9.3M
Employees7
Clients2
DateMar 2023
Total AUM$163.1M
Discretionary$153.8M
Non-Disc.$9.3M
Employees7
Clients2
DateJan 2023
Total AUM$369.8M
Discretionary$221.9M
Non-Disc.$147.9M
Employees6
Clients1
DateDec 2022
Total AUM$369.8M
Discretionary$221.9M
Non-Disc.$147.9M
Employees6
Clients1
DateAug 2022
Total AUM$369.8M
Discretionary$221.9M
Non-Disc.$147.9M
Employees6
Clients1
DateJun 2022
Total AUM$369.8M
Discretionary$221.9M
Non-Disc.$147.9M
Employees6
Clients1
DateMay 2022
Total AUM$369.8M
Discretionary$221.9M
Non-Disc.$147.9M
Employees6
Clients1
DateMar 2022
Total AUM$369.8M
Discretionary$221.9M
Non-Disc.$147.9M
Employees6
Clients1
DateMar 2022
Total AUM$313.7M
Discretionary$178.1M
Non-Disc.$135.6M
Employees6
Clients1
DateJan 2022
Total AUM$313.7M
Discretionary$178.1M
Non-Disc.$135.6M
Employees6
Clients1
DateDec 2021
Total AUM$313.7M
Discretionary$178.1M
Non-Disc.$135.6M
Employees6
Clients1
DateNov 2021
Total AUM$313.7M
Discretionary$178.1M
Non-Disc.$135.6M
Employees6
Clients1
DateNov 2021
Total AUM$313.7M
Discretionary$178.1M
Non-Disc.$135.6M
Employees6
Clients1
DateAug 2021
Total AUM$313.7M
Discretionary$178.1M
Non-Disc.$135.6M
Employees6
Clients1
DateApr 2021
Total AUM$313.7M
Discretionary$178.1M
Non-Disc.$135.6M
Employees6
Clients1
DateMar 2021
Total AUM$313.7M
Discretionary$178.1M
Non-Disc.$135.6M
Employees6
Clients1
DateDec 2020
Total AUM$293.8M
Discretionary$149.4M
Non-Disc.$144.4M
Employees6
Clients1
DateJul 2020
Total AUM$293.8M
Discretionary$149.4M
Non-Disc.$144.4M
Employees6
Clients1
DateJun 2020
Total AUM$293.8M
Discretionary$149.4M
Non-Disc.$144.4M
Employees6
Clients1
DateMay 2020
Total AUM$293.8M
Discretionary$149.4M
Non-Disc.$144.4M
Employees6
Clients1
DateMay 2020
Total AUM$293.8M
Discretionary$149.4M
Non-Disc.$144.4M
Employees6
Clients1
DateMar 2020
Total AUM$293.8M
Discretionary$149.4M
Non-Disc.$144.4M
Employees2
Clients469
DateMar 2020
Total AUM$293.8M
Discretionary$149.4M
Non-Disc.$144.4M
Employees2
Clients469
DateJan 2020
Total AUM$257.2M
Discretionary$131M
Non-Disc.$126.2M
Employees2
Clients561
DateJan 2020
Total AUM$257.2M
Discretionary$131M
Non-Disc.$126.2M
Employees2
Clients561
DateDec 2019
Total AUM$257.2M
Discretionary$131M
Non-Disc.$126.2M
Employees2
Clients561
DateOct 2019
Total AUM$257.2M
Discretionary$131M
Non-Disc.$126.2M
Employees2
Clients561
DateOct 2019
Total AUM$257.2M
Discretionary$131M
Non-Disc.$126.2M
Employees2
Clients561
DateOct 2019
Total AUM$257.2M
Discretionary$131M
Non-Disc.$126.2M
Employees2
Clients561
DateSep 2019
Total AUM$257.2M
Discretionary$131M
Non-Disc.$126.2M
Employees2
Clients561
DateMar 2019
Total AUM$257.2M
Discretionary$131M
Non-Disc.$126.2M
Employees2
Clients561
DateJan 2019
Total AUM$241.8M
Discretionary$115.1M
Non-Disc.$126.7M
Employees2
Clients416
DateJan 2019
Total AUM$241.8M
Discretionary$115.1M
Non-Disc.$126.7M
Employees2
Clients416
DateDec 2018
Total AUM$241.8M
Discretionary$115.1M
Non-Disc.$126.7M
Employees2
Clients416
DateNov 2018
Total AUM$241.8M
Discretionary$115.1M
Non-Disc.$126.7M
Employees2
Clients416
DateNov 2018
Total AUM$241.8M
Discretionary$115.1M
Non-Disc.$126.7M
Employees2
Clients416
DateApr 2018
Total AUM$241.8M
Discretionary$115.1M
Non-Disc.$126.7M
Employees2
Clients416
DateMar 2018
Total AUM$241.8M
Discretionary$115.1M
Non-Disc.$126.7M
Employees2
Clients416
DateMar 2018
Total AUM$241.8M
Discretionary$115.1M
Non-Disc.$126.7M
Employees2
Clients416
DateNov 2017
Total AUM$246.9M
Discretionary$127.8M
Non-Disc.$119.1M
Employees2
Clients440
DateSep 2017
Total AUM$264.5M
Discretionary$183.9M
Non-Disc.$80.6M
Employees2
Clients400
DateAug 2017
Total AUM$264.5M
Discretionary$183.9M
Non-Disc.$80.6M
Employees2
Clients400
DateApr 2017
Total AUM$264.5M
Discretionary$183.9M
Non-Disc.$80.6M
Employees2
Clients400
DateMar 2017
Total AUM$264.5M
Discretionary$183.9M
Non-Disc.$80.6M
Employees2
Clients400
DateMar 2017
Total AUM$264.5M
Discretionary$183.9M
Non-Disc.$80.6M
Employees2
Clients400
DateMar 2017
Total AUM$264.5M
Discretionary$183.9M
Non-Disc.$80.6M
Employees2
Clients400
DateJan 2017
Total AUM$184.5M
Discretionary$173.9M
Non-Disc.$10.7M
Employees2
Clients400
DateDec 2016
Total AUM$184.5M
Discretionary$173.9M
Non-Disc.$10.7M
Employees2
Clients400
DateDec 2016
Total AUM$184.5M
Discretionary$173.9M
Non-Disc.$10.7M
Employees2
Clients400
DateOct 2016
Total AUM$184.5M
Discretionary$173.9M
Non-Disc.$10.7M
Employees2
Clients400
DateAug 2016
Total AUM$184.5M
Discretionary$173.9M
Non-Disc.$10.7M
Employees2
Clients400
DateJul 2016
Total AUM$184.5M
Discretionary$173.9M
Non-Disc.$10.7M
Employees2
Clients400
DateJul 2016
Total AUM$184.5M
Discretionary$173.9M
Non-Disc.$10.7M
Employees2
Clients400
DateMay 2016
Total AUM$184.5M
Discretionary$173.9M
Non-Disc.$10.7M
Employees2
Clients400
DateApr 2016
Total AUM$184.5M
Discretionary$173.9M
Non-Disc.$10.7M
Employees2
Clients400
DateMar 2016
Total AUM$184.5M
Discretionary$173.9M
Non-Disc.$10.7M
Employees2
Clients400
DateFeb 2016
Total AUM$184.5M
Discretionary$173.9M
Non-Disc.$10.7M
Employees2
Clients400
DateDec 2015
Total AUM$230.2M
Discretionary$220.2M
Non-Disc.$10M
Employees2
Clients400
DateAug 2015
Total AUM$230.2M
Discretionary$220.2M
Non-Disc.$10M
Employees2
Clients400
DateAug 2015
Total AUM$230.2M
Discretionary$220.2M
Non-Disc.$10M
Employees2
Clients400
DateJul 2015
Total AUM$230.2M
Discretionary$220.2M
Non-Disc.$10M
Employees2
Clients400
DateJun 2015
Total AUM$230.2M
Discretionary$220.2M
Non-Disc.$10M
Employees2
Clients400
DateApr 2015
Total AUM$230.2M
Discretionary$220.2M
Non-Disc.$10M
Employees2
Clients400
DateMar 2015
Total AUM$230.2M
Discretionary$220.2M
Non-Disc.$10M
Employees2
Clients400
DateMar 2015
Total AUM$212.2M
Discretionary$195.6M
Non-Disc.$16.7M
Employees2
Clients400
DateDec 2014
Total AUM$212.2M
Discretionary$195.6M
Non-Disc.$16.7M
Employees2
Clients400
DateNov 2014
Total AUM$212.2M
Discretionary$195.6M
Non-Disc.$16.7M
Employees2
Clients400
DateOct 2014
Total AUM$212.2M
Discretionary$195.6M
Non-Disc.$16.7M
Employees2
Clients400
DateSep 2014
Total AUM$212.2M
Discretionary$195.6M
Non-Disc.$16.7M
Employees2
Clients400
DateFeb 2014
Total AUM$212.2M
Discretionary$195.6M
Non-Disc.$16.7M
Employees2
Clients400
DateFeb 2014
Total AUM$212.2M
Discretionary$195.6M
Non-Disc.$16.7M
Employees2
Clients400
DateDec 2013
Total AUM$185.7M
Discretionary$164.1M
Non-Disc.$21.6M
Employees2
Clients500
DateSep 2013
Total AUM$185.7M
Discretionary$164.1M
Non-Disc.$21.6M
Employees2
Clients500
DateApr 2013
Total AUM$185.7M
Discretionary$164.1M
Non-Disc.$21.6M
Employees2
Clients500
DateMar 2013
Total AUM$185.7M
Discretionary$164.1M
Non-Disc.$21.6M
Employees2
Clients500
DateMar 2013
Total AUM$185.7M
Discretionary$164.1M
Non-Disc.$21.6M
Employees2
Clients500
DateMar 2013
Total AUM$185.7M
Discretionary$164.1M
Non-Disc.$21.6M
Employees2
Clients500
DateMar 2013
Total AUM$63.8M
Discretionary$26.6M
Non-Disc.$37.2M
Employees2
Clients200
DateFeb 2013
Total AUM$63.8M
Discretionary$26.6M
Non-Disc.$37.2M
Employees2
Clients200
DateNov 2012
Total AUM$63.8M
Discretionary$26.6M
Non-Disc.$37.2M
Employees2
Clients200
DateOct 2012
Total AUM$63.8M
Discretionary$26.6M
Non-Disc.$37.2M
Employees1
Clients200
DateSep 2012
Total AUM$63.8M
Discretionary$26.6M
Non-Disc.$37.2M
Employees1
Clients200
DateAug 2012
Total AUM$63.8M
Discretionary$26.6M
Non-Disc.$37.2M
Employees1
Clients200
DateJul 2012
Total AUM$63.8M
Discretionary$26.6M
Non-Disc.$37.2M
Employees1
Clients200
DateJun 2012
Total AUM$63.8M
Discretionary$26.6M
Non-Disc.$37.2M
Employees1
Clients200
DateMar 2012
Total AUM$63.8M
Discretionary$26.6M
Non-Disc.$37.2M
Employees1
Clients200
DateJan 2012
Total AUM$58.3M
Discretionary$23.9M
Non-Disc.$34.4M
Employees1
Clients200
DateJul 2011
Total AUM$58.3M
Discretionary$23.9M
Non-Disc.$34.4M
Employees5
Clients--
DateJun 2011
Total AUM$58.3M
Discretionary$23.9M
Non-Disc.$34.4M
Employees5
Clients--
DateJun 2011
Total AUM$58.3M
Discretionary$23.9M
Non-Disc.$34.4M
Employees5
Clients--
DateJun 2011
Total AUM$58.3M
Discretionary$23.9M
Non-Disc.$34.4M
Employees5
Clients--
DateJun 2011
Total AUM$58.3M
Discretionary$23.9M
Non-Disc.$34.4M
Employees5
Clients--
DateMay 2011
Total AUM$58.3M
Discretionary$23.9M
Non-Disc.$34.4M
Employees5
Clients--
DateApr 2011
Total AUM$58.3M
Discretionary$23.9M
Non-Disc.$34.4M
Employees5
Clients--
DateDec 2010
Total AUM$33.5M
Discretionary$28.8M
Non-Disc.$4.7M
Employees5
Clients--
DateDec 2010
Total AUM$33.5M
Discretionary$28.8M
Non-Disc.$4.7M
Employees5
Clients--
DateJun 2010
Total AUM$33.5M
Discretionary$28.8M
Non-Disc.$4.7M
Employees5
Clients--
DateMar 2010
Total AUM$33.5M
Discretionary$28.8M
Non-Disc.$4.7M
Employees5
Clients--
DateJan 2010
Total AUM$29.3M
Discretionary$24.6M
Non-Disc.$4.7M
Employees5
Clients--
DateApr 2009
Total AUM$39.8M
Discretionary$30.9M
Non-Disc.$8.8M
Employees5
Clients--
DateApr 2009
Total AUM$39.8M
Discretionary$30.9M
Non-Disc.$8.8M
Employees5
Clients--
DateApr 2009
Total AUM$39.8M
Discretionary$30.9M
Non-Disc.$8.8M
Employees5
Clients--
DateFeb 2009
Total AUM$33.4M
Discretionary$5.3M
Non-Disc.$28.1M
Employees5
Clients--
DateFeb 2009
Total AUM$33.4M
Discretionary$5.3M
Non-Disc.$28.1M
Employees5
Clients--
DateMar 2008
Total AUM$33.4M
Discretionary$5.3M
Non-Disc.$28.1M
Employees5
Clients--
DateJan 2008
Total AUM$33.1M
Discretionary$14.6M
Non-Disc.$18.5M
Employees5
Clients--
DateJan 2008
Total AUM$33.1M
Discretionary$14.6M
Non-Disc.$18.5M
Employees5
Clients--
DateNov 2007
Total AUM$33.1M
Discretionary$14.6M
Non-Disc.$18.5M
Employees5
Clients--
DateNov 2007
Total AUM$33.1M
Discretionary$14.6M
Non-Disc.$18.5M
Employees5
Clients--
DateOct 2007
Total AUM$33.1M
Discretionary$14.6M
Non-Disc.$18.5M
Employees5
Clients--
DateSep 2007
Total AUM$33.1M
Discretionary$14.6M
Non-Disc.$18.5M
Employees5
Clients--