MUNDOVAL CAPITAL MANAGEMENT, INC.
CRD #132553 SEC #801-63477 LA JOLLA, CA 858-454-4837
SEC Registered
Total AUM
$73.2M
Discretionary
$73.2M
Employees
3
Clients
0
Accounts
98
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $73.2M | $73.2M | $0 | 3 | 15 |
| Feb 2024 | $65.9M | $65.9M | $0 | 4 | 12 |
| May 2023 | $66.9M | $66.9M | $0 | 4 | 9 |
| Feb 2023 | $66.9M | $66.9M | $0 | 4 | 9 |
| Oct 2022 | $69.8M | $69.8M | $0 | 3 | 24 |
| May 2022 | $78.6M | $78.6M | $0 | 2 | 24 |
| Feb 2022 | $82.7M | $82.7M | $0 | 2 | 24 |
| Jan 2021 | $72.6M | $72.6M | $0 | 2 | 2 |
| Jan 2021 | $68.3M | $68.3M | $0 | 2 | 0 |
| Jun 2020 | $68.3M | $68.3M | $0 | 2 | 0 |
| Mar 2020 | $68.3M | $68.3M | $0 | 2 | 0 |
| Mar 2019 | $51.3M | $51.3M | $0 | 2 | 0 |
| Mar 2018 | $52.3M | $52.3M | $0 | 2 | 0 |
| Mar 2017 | $45.7M | $45.7M | $0 | 2 | 26 |
| Mar 2016 | $44.1M | $44.1M | $0 | 2 | 26 |
| Feb 2015 | $51.5M | $51.5M | $0 | 2 | 26 |
| Feb 2014 | $50.8M | $50.8M | $0 | 2 | 26 |
| Mar 2013 | $40.1M | $40.1M | $0 | 2 | 26 |
| Mar 2012 | $39.1M | $39.1M | $0 | 1 | 26 |
| Mar 2010 | $53.5M | $53.5M | $0 | 5 | -- |
| Mar 2009 | $48M | $48M | $0 | 5 | -- |
| Feb 2007 | $81M | $81M | $0 | 5 | -- |
| Jan 2006 | $52.9M | $52.9M | $0 | 5 | -- |
| Sep 2005 | $48.3M | $48.3M | $0 | 5 | -- |
| Aug 2004 | $33.9M | $33.9M | $0 | 5 | -- |
DateFeb 2025
Total AUM$73.2M
Discretionary$73.2M
Non-Disc.$0
Employees3
Clients15
DateFeb 2024
Total AUM$65.9M
Discretionary$65.9M
Non-Disc.$0
Employees4
Clients12
DateMay 2023
Total AUM$66.9M
Discretionary$66.9M
Non-Disc.$0
Employees4
Clients9
DateFeb 2023
Total AUM$66.9M
Discretionary$66.9M
Non-Disc.$0
Employees4
Clients9
DateOct 2022
Total AUM$69.8M
Discretionary$69.8M
Non-Disc.$0
Employees3
Clients24
DateMay 2022
Total AUM$78.6M
Discretionary$78.6M
Non-Disc.$0
Employees2
Clients24
DateFeb 2022
Total AUM$82.7M
Discretionary$82.7M
Non-Disc.$0
Employees2
Clients24
DateJan 2021
Total AUM$72.6M
Discretionary$72.6M
Non-Disc.$0
Employees2
Clients2
DateJan 2021
Total AUM$68.3M
Discretionary$68.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$68.3M
Discretionary$68.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$68.3M
Discretionary$68.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$52.3M
Discretionary$52.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$45.7M
Discretionary$45.7M
Non-Disc.$0
Employees2
Clients26
DateMar 2016
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees2
Clients26
DateFeb 2015
Total AUM$51.5M
Discretionary$51.5M
Non-Disc.$0
Employees2
Clients26
DateFeb 2014
Total AUM$50.8M
Discretionary$50.8M
Non-Disc.$0
Employees2
Clients26
DateMar 2013
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees2
Clients26
DateMar 2012
Total AUM$39.1M
Discretionary$39.1M
Non-Disc.$0
Employees1
Clients26
DateMar 2010
Total AUM$53.5M
Discretionary$53.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$81M
Discretionary$81M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$52.9M
Discretionary$52.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$48.3M
Discretionary$48.3M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$33.9M
Discretionary$33.9M
Non-Disc.$0
Employees5
Clients--