PROGRESS INVESTMENT MANAGEMENT COMPANY, LLC
CRD #132257 SEC #801-63324 SAN FRANCISCO, CA 415-512-3480
SEC Registered
Total AUM
$6.3B
Discretionary
$6.3B
Employees
31
Clients
--
Accounts
23
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2020 | $5.3B | $5.3B | $0 | 18 | 0 |
| Dec 2019 | $6.3B | $6.3B | $0 | 31 | 0 |
| Mar 2019 | $6.3B | $6.3B | $0 | 31 | 0 |
| Jul 2018 | $7.1B | $7.1B | $0 | 34 | 0 |
| May 2018 | $7.1B | $7.1B | $0 | 34 | 0 |
| Mar 2018 | $7.1B | $7.1B | $0 | 34 | 0 |
| Jun 2017 | $7.8B | $7.8B | $0 | 36 | 26 |
| Mar 2017 | $7.8B | $7.8B | $0 | 36 | 26 |
| May 2016 | $8B | $8B | $0 | 34 | 26 |
| Feb 2016 | $8B | $8B | $0 | 34 | 26 |
| Feb 2015 | $8.3B | $8.3B | $0 | 34 | 26 |
| Aug 2014 | $9.1B | $9.1B | $0 | 34 | 26 |
| Feb 2014 | $8.4B | $8.4B | $0 | 34 | 26 |
| Feb 2013 | $7B | $7B | $0 | 31 | 26 |
| Aug 2012 | $6.5B | $6.5B | $0 | 11 | 26 |
| Apr 2012 | $6.5B | $6.5B | $0 | 11 | 26 |
| Apr 2012 | $6.5B | $6.5B | $0 | 11 | 26 |
| Jul 2011 | $7B | $7B | $0 | -- | -- |
| Apr 2011 | $7B | $7B | $0 | -- | -- |
| Mar 2008 | $6.5B | $6.5B | $0 | -- | -- |
| Apr 2007 | $5.7B | $5.7B | $0 | -- | -- |
| Mar 2007 | $5.7B | $5.7B | $0 | -- | -- |
| Mar 2006 | $5.3B | $5.3B | $0 | -- | -- |
| Oct 2005 | $4.6B | $4.6B | $0 | -- | -- |
| Sep 2005 | $4.6B | $4.6B | $0 | -- | -- |
| Jun 2005 | $4.6B | $4.6B | $0 | -- | -- |
| Dec 2004 | $3.8B | $3.8B | $0 | -- | -- |
| Jun 2004 | $3.8B | $3.8B | $0 | -- | -- |
DateJan 2020
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees18
Clients0
DateDec 2019
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees31
Clients0
DateMar 2019
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees31
Clients0
DateJul 2018
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees34
Clients0
DateMay 2018
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees34
Clients0
DateMar 2018
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees34
Clients0
DateJun 2017
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees36
Clients26
DateMar 2017
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees36
Clients26
DateMay 2016
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees34
Clients26
DateFeb 2016
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees34
Clients26
DateFeb 2015
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$0
Employees34
Clients26
DateAug 2014
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees34
Clients26
DateFeb 2014
Total AUM$8.4B
Discretionary$8.4B
Non-Disc.$0
Employees34
Clients26
DateFeb 2013
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees31
Clients26
DateAug 2012
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees11
Clients26
DateApr 2012
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees11
Clients26
DateApr 2012
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees11
Clients26
DateJul 2011
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees--
Clients--
DateDec 2004
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees--
Clients--