JONATHAN D. POND, LLC
CRD #131395 SEC #801-66229 NEWTON, MA 617-243-0020
SEC Registered
Total AUM
$346.4M
Discretionary
$346.4M
Employees
3
Clients
26
Accounts
186
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2023 | $346.4M | $346.4M | $0 | 3 | 0 |
| Feb 2022 | $398.8M | $398.8M | $0 | 3 | 0 |
| Feb 2022 | $398.8M | $398.8M | $0 | 3 | 0 |
| Jun 2021 | $353.5M | $353.5M | $0 | 3 | 0 |
| Mar 2021 | $353.5M | $353.5M | $0 | 3 | 0 |
| May 2020 | $315.7M | $315.7M | $0 | 3 | 0 |
| Mar 2020 | $315.7M | $315.7M | $0 | 3 | 0 |
| Mar 2019 | $280.3M | $280.3M | $0 | 3 | 0 |
| Mar 2018 | $284.4M | $284.4M | $0 | 4 | 0 |
| Aug 2017 | $261M | $261M | $0 | 4 | 200 |
| May 2017 | $261M | $261M | $0 | 4 | 200 |
| Mar 2017 | $261M | $261M | $0 | 4 | 200 |
| Jan 2017 | $254.3M | $254.3M | $0 | 4 | 200 |
| Jan 2016 | $254.3M | $254.3M | $0 | 4 | 200 |
| Sep 2015 | $259M | $259M | $0 | 4 | 200 |
| Mar 2015 | $259M | $259M | $0 | 4 | 200 |
| Jun 2014 | $220M | $220M | $0 | 4 | 158 |
| Apr 2014 | $220M | $220M | $0 | 4 | 158 |
| Mar 2014 | $220M | $220M | $0 | 4 | 158 |
| Mar 2013 | $179.2M | $179.2M | $0 | 4 | 135 |
| Mar 2012 | $167.1M | $167.1M | $0 | 1 | 125 |
| Mar 2008 | $98.3M | $98.3M | $0 | 5 | -- |
| Dec 2007 | $78.8M | $78.8M | $0 | 5 | -- |
| Nov 2007 | $78.8M | $78.8M | $0 | 5 | -- |
| Oct 2007 | $78.8M | $78.8M | $0 | 5 | -- |
| Sep 2007 | $78.8M | $78.8M | $0 | 5 | -- |
| Jan 2007 | $78.8M | $78.8M | $0 | 5 | -- |
| Jan 2007 | $78.8M | $78.8M | $0 | 5 | -- |
| Feb 2006 | $38.7M | $38.7M | $0 | 5 | -- |
DateFeb 2023
Total AUM$346.4M
Discretionary$346.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$398.8M
Discretionary$398.8M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$398.8M
Discretionary$398.8M
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$315.7M
Discretionary$315.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$315.7M
Discretionary$315.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$280.3M
Discretionary$280.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$284.4M
Discretionary$284.4M
Non-Disc.$0
Employees4
Clients0
DateAug 2017
Total AUM$261M
Discretionary$261M
Non-Disc.$0
Employees4
Clients200
DateMay 2017
Total AUM$261M
Discretionary$261M
Non-Disc.$0
Employees4
Clients200
DateMar 2017
Total AUM$261M
Discretionary$261M
Non-Disc.$0
Employees4
Clients200
DateJan 2017
Total AUM$254.3M
Discretionary$254.3M
Non-Disc.$0
Employees4
Clients200
DateJan 2016
Total AUM$254.3M
Discretionary$254.3M
Non-Disc.$0
Employees4
Clients200
DateSep 2015
Total AUM$259M
Discretionary$259M
Non-Disc.$0
Employees4
Clients200
DateMar 2015
Total AUM$259M
Discretionary$259M
Non-Disc.$0
Employees4
Clients200
DateJun 2014
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees4
Clients158
DateApr 2014
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees4
Clients158
DateMar 2014
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees4
Clients158
DateMar 2013
Total AUM$179.2M
Discretionary$179.2M
Non-Disc.$0
Employees4
Clients135
DateMar 2012
Total AUM$167.1M
Discretionary$167.1M
Non-Disc.$0
Employees1
Clients125
DateMar 2008
Total AUM$98.3M
Discretionary$98.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$78.8M
Discretionary$78.8M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$78.8M
Discretionary$78.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$78.8M
Discretionary$78.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$78.8M
Discretionary$78.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$78.8M
Discretionary$78.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$78.8M
Discretionary$78.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$38.7M
Discretionary$38.7M
Non-Disc.$0
Employees5
Clients--