SPIVAK ASSET MANAGEMENT, LLC
CRD #125714 SEC #801-81096 AVON, CT 860-676-9756
SEC Registered
Total AUM
$392.5M
Discretionary
$392.5M
Employees
1
Clients
--
Accounts
65
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $392.5M | $392.5M | $0 | 1 | 65 |
| Mar 2025 | $392.5M | $392.5M | $0 | 1 | 65 |
| Mar 2024 | $357.8M | $357.8M | $0 | 1 | 65 |
| Mar 2023 | $256.4M | $256.4M | $0 | 1 | 60 |
| Feb 2022 | $272.3M | $272.3M | $0 | 1 | 60 |
| Nov 2021 | $232.9M | $232.9M | $0 | 1 | 60 |
| Feb 2021 | $232.9M | $232.9M | $0 | 1 | 60 |
| Jun 2020 | $204.1M | $204.1M | $0 | 1 | 65 |
| Mar 2020 | $204.1M | $204.1M | $0 | 1 | 65 |
| Mar 2019 | $192.8M | $192.8M | $0 | 1 | 65 |
| Mar 2018 | $215.3M | $215.3M | $0 | 1 | 59 |
| Mar 2018 | $215.3M | $215.3M | $0 | 1 | 59 |
| Feb 2017 | $199.2M | $199.2M | $0 | 1 | 26 |
| Feb 2016 | $142.3M | $142.3M | $0 | 1 | 26 |
| Mar 2015 | $120.3M | $120.3M | $0 | 1 | 26 |
| Mar 2012 | $69.6M | $69.6M | $0 | 1 | 26 |
| Jan 2008 | $54.9M | $54.9M | $0 | 5 | -- |
| Mar 2007 | $47.3M | $47.3M | $0 | 5 | -- |
| Jan 2006 | $32.9M | $32.9M | $0 | 5 | -- |
| Jan 2006 | $32.9M | $32.9M | $0 | 5 | -- |
| Jul 2004 | $19.2M | $19.2M | $0 | 5 | -- |
| Jun 2004 | $19.2M | $19.2M | $0 | 5 | -- |
| Mar 2004 | $18.7M | $18.7M | $0 | 5 | -- |
DateApr 2025
Total AUM$392.5M
Discretionary$392.5M
Non-Disc.$0
Employees1
Clients65
DateMar 2025
Total AUM$392.5M
Discretionary$392.5M
Non-Disc.$0
Employees1
Clients65
DateMar 2024
Total AUM$357.8M
Discretionary$357.8M
Non-Disc.$0
Employees1
Clients65
DateMar 2023
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees1
Clients60
DateFeb 2022
Total AUM$272.3M
Discretionary$272.3M
Non-Disc.$0
Employees1
Clients60
DateNov 2021
Total AUM$232.9M
Discretionary$232.9M
Non-Disc.$0
Employees1
Clients60
DateFeb 2021
Total AUM$232.9M
Discretionary$232.9M
Non-Disc.$0
Employees1
Clients60
DateJun 2020
Total AUM$204.1M
Discretionary$204.1M
Non-Disc.$0
Employees1
Clients65
DateMar 2020
Total AUM$204.1M
Discretionary$204.1M
Non-Disc.$0
Employees1
Clients65
DateMar 2019
Total AUM$192.8M
Discretionary$192.8M
Non-Disc.$0
Employees1
Clients65
DateMar 2018
Total AUM$215.3M
Discretionary$215.3M
Non-Disc.$0
Employees1
Clients59
DateMar 2018
Total AUM$215.3M
Discretionary$215.3M
Non-Disc.$0
Employees1
Clients59
DateFeb 2017
Total AUM$199.2M
Discretionary$199.2M
Non-Disc.$0
Employees1
Clients26
DateFeb 2016
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2015
Total AUM$120.3M
Discretionary$120.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$69.6M
Discretionary$69.6M
Non-Disc.$0
Employees1
Clients26
DateJan 2008
Total AUM$54.9M
Discretionary$54.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$47.3M
Discretionary$47.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$19.2M
Discretionary$19.2M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$19.2M
Discretionary$19.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$18.7M
Discretionary$18.7M
Non-Disc.$0
Employees5
Clients--