ALLISON INVESTMENT MANAGEMENT, LLC
CRD #124645 SEC #801-125959 COLUMBIA, SC 803-806-8400
SEC Registered
Total AUM
$138.2M
Discretionary
$122.8M
Employees
2
Clients
10
Accounts
248
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $138.2M | $122.8M | $15.4M | 2 | 0 |
| Mar 2024 | $121.5M | $111.9M | $9.6M | 2 | 0 |
| Feb 2023 | $103.6M | $94.6M | $9M | 2 | 0 |
| May 2022 | $115.1M | $106M | $9.1M | 2 | 0 |
| Jun 2012 | $46.8M | $46.5M | $337.6K | 1 | 26 |
| Jun 2012 | $46.8M | $46.5M | $337.6K | 1 | 26 |
| Feb 2012 | $46.8M | $46.5M | $337.6K | 1 | 26 |
| Feb 2012 | $46.8M | $46.5M | $337.6K | 1 | 26 |
| Nov 2011 | $55.1M | $36.8M | $18.3M | 1 | 26 |
| Mar 2011 | $55.1M | $36.8M | $18.3M | 5 | -- |
| Mar 2007 | $32.6M | $27.6M | $5M | 5 | -- |
DateMar 2025
Total AUM$138.2M
Discretionary$122.8M
Non-Disc.$15.4M
Employees2
Clients0
DateMar 2024
Total AUM$121.5M
Discretionary$111.9M
Non-Disc.$9.6M
Employees2
Clients0
DateFeb 2023
Total AUM$103.6M
Discretionary$94.6M
Non-Disc.$9M
Employees2
Clients0
DateMay 2022
Total AUM$115.1M
Discretionary$106M
Non-Disc.$9.1M
Employees2
Clients0
DateJun 2012
Total AUM$46.8M
Discretionary$46.5M
Non-Disc.$337.6K
Employees1
Clients26
DateJun 2012
Total AUM$46.8M
Discretionary$46.5M
Non-Disc.$337.6K
Employees1
Clients26
DateFeb 2012
Total AUM$46.8M
Discretionary$46.5M
Non-Disc.$337.6K
Employees1
Clients26
DateFeb 2012
Total AUM$46.8M
Discretionary$46.5M
Non-Disc.$337.6K
Employees1
Clients26
DateNov 2011
Total AUM$55.1M
Discretionary$36.8M
Non-Disc.$18.3M
Employees1
Clients26
DateMar 2011
Total AUM$55.1M
Discretionary$36.8M
Non-Disc.$18.3M
Employees5
Clients--
DateMar 2007
Total AUM$32.6M
Discretionary$27.6M
Non-Disc.$5M
Employees5
Clients--