THE HUMPHREYS GROUP, LLC
Legal name: THE HUMPHREYS GROUP
CRD #132415 SEC #801-63494 SAN FRANCISCO, CA 415-928-0401
SEC Registered
Total AUM
$283.6M
Discretionary
$283.6M
Employees
6
Clients
51
Accounts
121
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $283.6M | $283.6M | $0 | 6 | 0 |
| Mar 2023 | $252.3M | $252.3M | $0 | 6 | 0 |
| Jun 2022 | $290.5M | $290.5M | $0 | 5 | 1 |
| Feb 2022 | $290.5M | $290.5M | $0 | 5 | 1 |
| Mar 2021 | $235.6M | $235.6M | $0 | 5 | 0 |
| Jun 2020 | $223.7M | $223.7M | $0 | 5 | 0 |
| Mar 2020 | $223.7M | $223.7M | $0 | 5 | 0 |
| Feb 2019 | $193.7M | $193.7M | $0 | 4 | 0 |
| Jul 2018 | $183.2M | $183.2M | $0 | 4 | 0 |
| Mar 2018 | $183.2M | $183.2M | $0 | 4 | 0 |
| Mar 2017 | $160.7M | $160.7M | $0 | 4 | 26 |
| Jan 2016 | $147.4M | $147.4M | $0 | 4 | 26 |
| Mar 2015 | $152.3M | $152.3M | $0 | 4 | 26 |
| Mar 2014 | $144.6M | $144.6M | $0 | 3 | 26 |
| Jan 2013 | $131.2M | $131.2M | $0 | 3 | 26 |
| Jun 2012 | $126.3M | $126.3M | $0 | 1 | 26 |
| Mar 2012 | $126.3M | $126.3M | $0 | 1 | 26 |
| Mar 2010 | $113.5M | $113.5M | $0 | 5 | -- |
| Mar 2009 | $102.4M | $102.4M | $0 | 5 | -- |
| Mar 2007 | $121.5M | $121.5M | $0 | 5 | -- |
| Mar 2006 | $106.5M | $106.5M | $0 | 5 | -- |
| Jan 2005 | $98.7M | $98.7M | $0 | 5 | -- |
| Aug 2004 | $0 | $0 | $0 | 5 | -- |
DateFeb 2024
Total AUM$283.6M
Discretionary$283.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$252.3M
Discretionary$252.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2022
Total AUM$290.5M
Discretionary$290.5M
Non-Disc.$0
Employees5
Clients1
DateFeb 2022
Total AUM$290.5M
Discretionary$290.5M
Non-Disc.$0
Employees5
Clients1
DateMar 2021
Total AUM$235.6M
Discretionary$235.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$223.7M
Discretionary$223.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$223.7M
Discretionary$223.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$193.7M
Discretionary$193.7M
Non-Disc.$0
Employees4
Clients0
DateJul 2018
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$160.7M
Discretionary$160.7M
Non-Disc.$0
Employees4
Clients26
DateJan 2016
Total AUM$147.4M
Discretionary$147.4M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$152.3M
Discretionary$152.3M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$144.6M
Discretionary$144.6M
Non-Disc.$0
Employees3
Clients26
DateJan 2013
Total AUM$131.2M
Discretionary$131.2M
Non-Disc.$0
Employees3
Clients26
DateJun 2012
Total AUM$126.3M
Discretionary$126.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$126.3M
Discretionary$126.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2010
Total AUM$113.5M
Discretionary$113.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$121.5M
Discretionary$121.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$98.7M
Discretionary$98.7M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--