BURLESON & COMPANY, LLC
CRD #131803 SEC #801-66240 PETALUMA, CA 707-283-0520
SEC Registered Private Funds
Total AUM
$492M
Discretionary
$373.6M
Employees
5
Clients
101
Accounts
965
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $492M | $373.6M | $118.5M | 5 | 0 |
| Nov 2022 | $801.4M | $657.2M | $144.2M | 7 | 0 |
| Mar 2022 | $801.4M | $657.2M | $144.2M | 7 | 0 |
| Mar 2021 | $780.3M | $645.5M | $134.8M | 6 | 0 |
| Oct 2020 | $480.5M | $367.3M | $113.2M | 5 | 0 |
| Jun 2020 | $480.5M | $367.3M | $113.2M | 5 | 0 |
| Apr 2020 | $480.5M | $367.3M | $113.2M | 5 | 0 |
| Mar 2020 | $478.8M | $365.6M | $113.2M | 5 | 0 |
| Mar 2019 | $339.5M | $258.5M | $81M | 6 | 0 |
| Jan 2019 | $332.5M | $256.2M | $76.3M | 6 | 0 |
| Apr 2018 | $332.5M | $256.2M | $76.3M | 6 | 0 |
| Mar 2018 | $332.5M | $256.2M | $76.3M | 6 | 0 |
| Sep 2017 | $437.3M | $369.6M | $67.7M | 5 | 330 |
| Mar 2017 | $437.3M | $369.6M | $67.7M | 6 | 330 |
| Feb 2016 | $403.3M | $344.7M | $58.6M | 6 | 258 |
| Jul 2015 | $404.3M | $349.5M | $54.8M | 6 | 272 |
| Feb 2015 | $404.3M | $349.5M | $54.8M | 6 | 272 |
| Jul 2014 | $314.9M | $299.6M | $15.3M | 6 | 250 |
| Feb 2014 | $314.9M | $299.6M | $15.3M | 6 | 250 |
| Sep 2013 | $280.3M | $280.3M | $0 | 3 | 200 |
| Sep 2013 | $280.3M | $280.3M | $0 | 3 | 200 |
| Mar 2013 | $263M | $263M | $0 | 3 | 200 |
| Jan 2013 | $234.4M | $234.4M | $0 | 4 | 200 |
| Jan 2013 | $234.4M | $234.4M | $0 | 4 | 200 |
| Mar 2012 | $234.4M | $234.4M | $0 | 1 | 200 |
| Mar 2011 | $178.8M | $178.8M | $0 | 5 | -- |
| Mar 2010 | $139M | $139M | $0 | 5 | -- |
| Mar 2010 | $139M | $139M | $0 | 5 | -- |
| Mar 2008 | $104M | $104M | $0 | 5 | -- |
| Sep 2007 | $84.7M | $84.7M | $0 | 5 | -- |
| Feb 2007 | $84.7M | $84.7M | $0 | 5 | -- |
| Feb 2006 | $54.7M | $54.7M | $0 | 5 | -- |
| Feb 2006 | $54.7M | $54.7M | $0 | 5 | -- |
| Feb 2006 | $54.7M | $54.7M | $0 | 5 | -- |
DateMar 2023
Total AUM$492M
Discretionary$373.6M
Non-Disc.$118.5M
Employees5
Clients0
DateNov 2022
Total AUM$801.4M
Discretionary$657.2M
Non-Disc.$144.2M
Employees7
Clients0
DateMar 2022
Total AUM$801.4M
Discretionary$657.2M
Non-Disc.$144.2M
Employees7
Clients0
DateMar 2021
Total AUM$780.3M
Discretionary$645.5M
Non-Disc.$134.8M
Employees6
Clients0
DateOct 2020
Total AUM$480.5M
Discretionary$367.3M
Non-Disc.$113.2M
Employees5
Clients0
DateJun 2020
Total AUM$480.5M
Discretionary$367.3M
Non-Disc.$113.2M
Employees5
Clients0
DateApr 2020
Total AUM$480.5M
Discretionary$367.3M
Non-Disc.$113.2M
Employees5
Clients0
DateMar 2020
Total AUM$478.8M
Discretionary$365.6M
Non-Disc.$113.2M
Employees5
Clients0
DateMar 2019
Total AUM$339.5M
Discretionary$258.5M
Non-Disc.$81M
Employees6
Clients0
DateJan 2019
Total AUM$332.5M
Discretionary$256.2M
Non-Disc.$76.3M
Employees6
Clients0
DateApr 2018
Total AUM$332.5M
Discretionary$256.2M
Non-Disc.$76.3M
Employees6
Clients0
DateMar 2018
Total AUM$332.5M
Discretionary$256.2M
Non-Disc.$76.3M
Employees6
Clients0
DateSep 2017
Total AUM$437.3M
Discretionary$369.6M
Non-Disc.$67.7M
Employees5
Clients330
DateMar 2017
Total AUM$437.3M
Discretionary$369.6M
Non-Disc.$67.7M
Employees6
Clients330
DateFeb 2016
Total AUM$403.3M
Discretionary$344.7M
Non-Disc.$58.6M
Employees6
Clients258
DateJul 2015
Total AUM$404.3M
Discretionary$349.5M
Non-Disc.$54.8M
Employees6
Clients272
DateFeb 2015
Total AUM$404.3M
Discretionary$349.5M
Non-Disc.$54.8M
Employees6
Clients272
DateJul 2014
Total AUM$314.9M
Discretionary$299.6M
Non-Disc.$15.3M
Employees6
Clients250
DateFeb 2014
Total AUM$314.9M
Discretionary$299.6M
Non-Disc.$15.3M
Employees6
Clients250
DateSep 2013
Total AUM$280.3M
Discretionary$280.3M
Non-Disc.$0
Employees3
Clients200
DateSep 2013
Total AUM$280.3M
Discretionary$280.3M
Non-Disc.$0
Employees3
Clients200
DateMar 2013
Total AUM$263M
Discretionary$263M
Non-Disc.$0
Employees3
Clients200
DateJan 2013
Total AUM$234.4M
Discretionary$234.4M
Non-Disc.$0
Employees4
Clients200
DateJan 2013
Total AUM$234.4M
Discretionary$234.4M
Non-Disc.$0
Employees4
Clients200
DateMar 2012
Total AUM$234.4M
Discretionary$234.4M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$178.8M
Discretionary$178.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$84.7M
Discretionary$84.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$84.7M
Discretionary$84.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$54.7M
Discretionary$54.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$54.7M
Discretionary$54.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$54.7M
Discretionary$54.7M
Non-Disc.$0
Employees5
Clients--