O'ROURKE & COMPANY, INCORPORATED
CRD #132481 SEC #801-64660 BOSTON, MA 617-482-4200
SEC Registered
Total AUM
$555.1M
Discretionary
$550M
Employees
4
Clients
51
Accounts
738
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $555.1M | $550M | $5M | 4 | 32 |
| Dec 2024 | $518.1M | $511.8M | $6.2M | 4 | 34 |
| Dec 2023 | $412.1M | $406.1M | $6M | 4 | 46 |
| Feb 2023 | $364.8M | $357.9M | $6.9M | 4 | 0 |
| Jan 2023 | $364.8M | $357.9M | $6.9M | 4 | 0 |
| Dec 2021 | $452.2M | $423.2M | $29M | 4 | 0 |
| Dec 2020 | $356.9M | $318.7M | $38.2M | 4 | 1 |
| Aug 2020 | $346.3M | $0 | $346.3M | 4 | 1 |
| Jun 2020 | $346.3M | $0 | $346.3M | 4 | 1 |
| Apr 2020 | $346.3M | $0 | $346.3M | 4 | 1 |
| Dec 2019 | $346.3M | $0 | $346.3M | 4 | 1 |
| Dec 2019 | $346.3M | $0 | $346.3M | 4 | 1 |
| Dec 2019 | $345.2M | $0 | $345.2M | 4 | 5 |
| Dec 2018 | $345.2M | $0 | $345.2M | 4 | 5 |
| Mar 2018 | $326.7M | $0 | $326.7M | 4 | 5 |
| Dec 2017 | $326.7M | $0 | $326.7M | 4 | 5 |
| Jun 2017 | $290M | $0 | $290M | 3 | 100 |
| May 2017 | $290M | $0 | $290M | 3 | 100 |
| Dec 2016 | $290M | $0 | $290M | 3 | 100 |
| Apr 2016 | $261.6M | $0 | $261.6M | 2 | 100 |
| Mar 2016 | $261.6M | $0 | $261.6M | 2 | 100 |
| Dec 2015 | $261.6M | $0 | $261.6M | 2 | 100 |
| Dec 2014 | $257.4M | $0 | $257.4M | 2 | 100 |
| Jun 2014 | $222.6M | $0 | $222.6M | 3 | 100 |
| Dec 2013 | $222.6M | $0 | $222.6M | 3 | 100 |
| Dec 2012 | $201M | $0 | $201M | 3 | 100 |
| Feb 2012 | $200.8M | $0 | $200.8M | 1 | 26 |
| Dec 2011 | $200M | $0 | $200M | 1 | 26 |
| Dec 2010 | $178M | $0 | $178M | 5 | -- |
| Dec 2007 | $225M | $0 | $225M | 5 | -- |
| Dec 2007 | $225M | $0 | $225M | 5 | -- |
| Dec 2006 | $155M | $0 | $155M | 5 | -- |
| Feb 2006 | $125M | $0 | $125M | 5 | -- |
| Sep 2005 | $120M | $0 | $120M | 5 | -- |
DateDec 2025
Total AUM$555.1M
Discretionary$550M
Non-Disc.$5M
Employees4
Clients32
DateDec 2024
Total AUM$518.1M
Discretionary$511.8M
Non-Disc.$6.2M
Employees4
Clients34
DateDec 2023
Total AUM$412.1M
Discretionary$406.1M
Non-Disc.$6M
Employees4
Clients46
DateFeb 2023
Total AUM$364.8M
Discretionary$357.9M
Non-Disc.$6.9M
Employees4
Clients0
DateJan 2023
Total AUM$364.8M
Discretionary$357.9M
Non-Disc.$6.9M
Employees4
Clients0
DateDec 2021
Total AUM$452.2M
Discretionary$423.2M
Non-Disc.$29M
Employees4
Clients0
DateDec 2020
Total AUM$356.9M
Discretionary$318.7M
Non-Disc.$38.2M
Employees4
Clients1
DateAug 2020
Total AUM$346.3M
Discretionary$0
Non-Disc.$346.3M
Employees4
Clients1
DateJun 2020
Total AUM$346.3M
Discretionary$0
Non-Disc.$346.3M
Employees4
Clients1
DateApr 2020
Total AUM$346.3M
Discretionary$0
Non-Disc.$346.3M
Employees4
Clients1
DateDec 2019
Total AUM$346.3M
Discretionary$0
Non-Disc.$346.3M
Employees4
Clients1
DateDec 2019
Total AUM$346.3M
Discretionary$0
Non-Disc.$346.3M
Employees4
Clients1
DateDec 2019
Total AUM$345.2M
Discretionary$0
Non-Disc.$345.2M
Employees4
Clients5
DateDec 2018
Total AUM$345.2M
Discretionary$0
Non-Disc.$345.2M
Employees4
Clients5
DateMar 2018
Total AUM$326.7M
Discretionary$0
Non-Disc.$326.7M
Employees4
Clients5
DateDec 2017
Total AUM$326.7M
Discretionary$0
Non-Disc.$326.7M
Employees4
Clients5
DateJun 2017
Total AUM$290M
Discretionary$0
Non-Disc.$290M
Employees3
Clients100
DateMay 2017
Total AUM$290M
Discretionary$0
Non-Disc.$290M
Employees3
Clients100
DateDec 2016
Total AUM$290M
Discretionary$0
Non-Disc.$290M
Employees3
Clients100
DateApr 2016
Total AUM$261.6M
Discretionary$0
Non-Disc.$261.6M
Employees2
Clients100
DateMar 2016
Total AUM$261.6M
Discretionary$0
Non-Disc.$261.6M
Employees2
Clients100
DateDec 2015
Total AUM$261.6M
Discretionary$0
Non-Disc.$261.6M
Employees2
Clients100
DateDec 2014
Total AUM$257.4M
Discretionary$0
Non-Disc.$257.4M
Employees2
Clients100
DateJun 2014
Total AUM$222.6M
Discretionary$0
Non-Disc.$222.6M
Employees3
Clients100
DateDec 2013
Total AUM$222.6M
Discretionary$0
Non-Disc.$222.6M
Employees3
Clients100
DateDec 2012
Total AUM$201M
Discretionary$0
Non-Disc.$201M
Employees3
Clients100
DateFeb 2012
Total AUM$200.8M
Discretionary$0
Non-Disc.$200.8M
Employees1
Clients26
DateDec 2011
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees1
Clients26
DateDec 2010
Total AUM$178M
Discretionary$0
Non-Disc.$178M
Employees5
Clients--
DateDec 2007
Total AUM$225M
Discretionary$0
Non-Disc.$225M
Employees5
Clients--
DateDec 2007
Total AUM$225M
Discretionary$0
Non-Disc.$225M
Employees5
Clients--
DateDec 2006
Total AUM$155M
Discretionary$0
Non-Disc.$155M
Employees5
Clients--
DateFeb 2006
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees5
Clients--
DateSep 2005
Total AUM$120M
Discretionary$0
Non-Disc.$120M
Employees5
Clients--