BREEN INVESTORS LP
CRD #124822 SEC #801-62442 HOUSTON, TX 713-223-9300
SEC Registered Private Funds
Total AUM
$90.5M
Discretionary
$62.8M
Employees
1
Clients
--
Accounts
20
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2015 | $71.3M | $31.7M | $39.5M | 5 | 11 |
| May 2015 | $71.3M | $31.7M | $39.5M | 5 | 11 |
| Apr 2015 | $71.3M | $31.7M | $39.5M | 5 | 11 |
| Apr 2014 | $95.1M | $64.9M | $30.2M | 5 | 11 |
| Apr 2013 | $95.1M | $64.9M | $30.2M | 5 | 11 |
| Mar 2013 | $90.5M | $62.8M | $27.6M | 5 | 11 |
| Jul 2012 | $90.5M | $62.8M | $27.6M | 1 | 11 |
| Apr 2012 | $87.4M | $60M | $27.4M | 1 | 11 |
| Dec 2011 | $88.4M | $62.8M | $25.6M | 1 | 26 |
| Apr 2011 | $88.4M | $62.8M | $25.6M | 5 | -- |
| Mar 2008 | $187.8M | $163.2M | $24.6M | -- | -- |
| Oct 2007 | $193.2M | $159.3M | $33.9M | -- | -- |
| Aug 2007 | $180.5M | $147.1M | $33.4M | -- | -- |
| May 2007 | $154.6M | $122.8M | $31.7M | -- | -- |
| Feb 2007 | $154.6M | $122.8M | $31.7M | -- | -- |
| Jan 2007 | $150.7M | $125.5M | $25.1M | 10 | -- |
| Sep 2005 | $65.3M | $31.9M | $33.5M | 10 | -- |
| May 2005 | $65.3M | $31.9M | $33.5M | 10 | -- |
| Jul 2004 | $48.9M | $29.6M | $19.3M | 10 | -- |
| Apr 2004 | $48.9M | $29.6M | $19.3M | 10 | -- |
| Mar 2004 | $48.9M | $29.6M | $19.3M | 10 | -- |
| Oct 2003 | $42.4M | $25.6M | $16.8M | 10 | -- |
| Oct 2003 | $42.4M | $25.6M | $16.8M | 10 | -- |
DateAug 2015
Total AUM$71.3M
Discretionary$31.7M
Non-Disc.$39.5M
Employees5
Clients11
DateMay 2015
Total AUM$71.3M
Discretionary$31.7M
Non-Disc.$39.5M
Employees5
Clients11
DateApr 2015
Total AUM$71.3M
Discretionary$31.7M
Non-Disc.$39.5M
Employees5
Clients11
DateApr 2014
Total AUM$95.1M
Discretionary$64.9M
Non-Disc.$30.2M
Employees5
Clients11
DateApr 2013
Total AUM$95.1M
Discretionary$64.9M
Non-Disc.$30.2M
Employees5
Clients11
DateMar 2013
Total AUM$90.5M
Discretionary$62.8M
Non-Disc.$27.6M
Employees5
Clients11
DateJul 2012
Total AUM$90.5M
Discretionary$62.8M
Non-Disc.$27.6M
Employees1
Clients11
DateApr 2012
Total AUM$87.4M
Discretionary$60M
Non-Disc.$27.4M
Employees1
Clients11
DateDec 2011
Total AUM$88.4M
Discretionary$62.8M
Non-Disc.$25.6M
Employees1
Clients26
DateApr 2011
Total AUM$88.4M
Discretionary$62.8M
Non-Disc.$25.6M
Employees5
Clients--
DateMar 2008
Total AUM$187.8M
Discretionary$163.2M
Non-Disc.$24.6M
Employees--
Clients--
DateOct 2007
Total AUM$193.2M
Discretionary$159.3M
Non-Disc.$33.9M
Employees--
Clients--
DateAug 2007
Total AUM$180.5M
Discretionary$147.1M
Non-Disc.$33.4M
Employees--
Clients--
DateMay 2007
Total AUM$154.6M
Discretionary$122.8M
Non-Disc.$31.7M
Employees--
Clients--
DateFeb 2007
Total AUM$154.6M
Discretionary$122.8M
Non-Disc.$31.7M
Employees--
Clients--
DateJan 2007
Total AUM$150.7M
Discretionary$125.5M
Non-Disc.$25.1M
Employees10
Clients--
DateSep 2005
Total AUM$65.3M
Discretionary$31.9M
Non-Disc.$33.5M
Employees10
Clients--
DateMay 2005
Total AUM$65.3M
Discretionary$31.9M
Non-Disc.$33.5M
Employees10
Clients--
DateJul 2004
Total AUM$48.9M
Discretionary$29.6M
Non-Disc.$19.3M
Employees10
Clients--
DateApr 2004
Total AUM$48.9M
Discretionary$29.6M
Non-Disc.$19.3M
Employees10
Clients--
DateMar 2004
Total AUM$48.9M
Discretionary$29.6M
Non-Disc.$19.3M
Employees10
Clients--
DateOct 2003
Total AUM$42.4M
Discretionary$25.6M
Non-Disc.$16.8M
Employees10
Clients--
DateOct 2003
Total AUM$42.4M
Discretionary$25.6M
Non-Disc.$16.8M
Employees10
Clients--