MINOT CAPITAL, LP
CRD #126668 SEC #801-73774 BROOMFIELD, CO 720-465-9200
SEC Registered
Total AUM
$2.1B
Discretionary
$2.1B
Employees
9
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $2.1B | $2.1B | $0 | 9 | 0 |
| Jan 2024 | $2B | $2B | $0 | 8 | 0 |
| Aug 2023 | $2B | $2B | $0 | 8 | 0 |
| Mar 2023 | $2B | $2B | $0 | 9 | 0 |
| Nov 2022 | $2.5B | $2.5B | $0 | 12 | 0 |
| Mar 2022 | $2.5B | $2.5B | $0 | 12 | 0 |
| Apr 2021 | $2B | $2B | $0 | 8 | 0 |
| Mar 2021 | $2B | $2B | $0 | 8 | 0 |
| Oct 2020 | $1.8B | $1.8B | $0 | 7 | 0 |
| Mar 2020 | $1.8B | $1.8B | $0 | 7 | 0 |
| Aug 2019 | $1.6B | $1.6B | $0 | 7 | 0 |
| Mar 2019 | $1.6B | $1.6B | $0 | 7 | 0 |
| Jul 2018 | $1.7B | $1.7B | $0 | 8 | 0 |
| Apr 2018 | $1.7B | $1.7B | $0 | 8 | 0 |
| Mar 2018 | $1.7B | $1.7B | $0 | 8 | 0 |
| Mar 2017 | $1.6B | $1.6B | $0 | 1 | 1 |
| Mar 2017 | $1.5B | $1.5B | $0 | 1 | 1 |
| Mar 2016 | $149.9M | $149.9M | $0 | 1 | 1 |
| Mar 2015 | $1.6B | $1.6B | $0 | 1 | 1 |
| Mar 2014 | $1.5B | $1.5B | $0 | 1 | 1 |
| Apr 2013 | $1.4B | $125.4M | $1.3B | 1 | 1 |
| Dec 2012 | $1.3B | $115.1M | $1.2B | 1 | 1 |
| Feb 2012 | $1.3B | $115.1M | $1.2B | 1 | 1 |
DateMar 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees9
Clients0
DateJan 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees8
Clients0
DateAug 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees9
Clients0
DateNov 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees12
Clients0
DateApr 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees8
Clients0
DateOct 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees7
Clients0
DateAug 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees8
Clients0
DateApr 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees1
Clients1
DateMar 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees1
Clients1
DateMar 2016
Total AUM$149.9M
Discretionary$149.9M
Non-Disc.$0
Employees1
Clients1
DateMar 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees1
Clients1
DateMar 2014
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees1
Clients1
DateApr 2013
Total AUM$1.4B
Discretionary$125.4M
Non-Disc.$1.3B
Employees1
Clients1
DateDec 2012
Total AUM$1.3B
Discretionary$115.1M
Non-Disc.$1.2B
Employees1
Clients1
DateFeb 2012
Total AUM$1.3B
Discretionary$115.1M
Non-Disc.$1.2B
Employees1
Clients1