OLD NORTH ADVISORS, LLC
CRD #132848 SEC #801-63571 BOSTON, MA 617-259-1700
SEC Registered
Total AUM
$214.2M
Discretionary
$174.5M
Employees
3
Clients
11
Accounts
324
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2015 | $227.9M | $183.7M | $44.2M | 0 | 26 |
| Mar 2015 | $463.9M | $394.2M | $69.8M | 0 | 26 |
| Sep 2014 | $214.2M | $174.5M | $39.7M | 3 | 26 |
| Jun 2014 | $214.2M | $174.5M | $39.7M | 3 | 26 |
| Mar 2014 | $214.2M | $174.5M | $39.7M | 3 | 26 |
| Nov 2013 | $196.4M | $196.4M | $0 | 2 | 26 |
| Mar 2013 | $196.4M | $196.4M | $0 | 2 | 26 |
| Jan 2013 | $195.4M | $195.4M | $0 | 2 | 26 |
| Aug 2012 | $195.4M | $195.4M | $0 | 1 | 26 |
| Mar 2012 | $195.4M | $195.4M | $0 | 1 | 26 |
| Dec 2010 | $186.5M | $186.5M | $0 | 5 | -- |
| Nov 2010 | $186.5M | $186.5M | $0 | 5 | -- |
| Mar 2008 | $329.7M | $310M | $19.7M | 5 | -- |
| Mar 2007 | $307.7M | $274.9M | $32.8M | 5 | -- |
| Mar 2006 | $271M | $246.8M | $24.2M | 5 | -- |
| Feb 2005 | $191.9M | $191.9M | $0 | 5 | -- |
| Feb 2005 | $178.6M | $158.5M | $20M | 5 | -- |
DateMay 2015
Total AUM$227.9M
Discretionary$183.7M
Non-Disc.$44.2M
Employees0
Clients26
DateMar 2015
Total AUM$463.9M
Discretionary$394.2M
Non-Disc.$69.8M
Employees0
Clients26
DateSep 2014
Total AUM$214.2M
Discretionary$174.5M
Non-Disc.$39.7M
Employees3
Clients26
DateJun 2014
Total AUM$214.2M
Discretionary$174.5M
Non-Disc.$39.7M
Employees3
Clients26
DateMar 2014
Total AUM$214.2M
Discretionary$174.5M
Non-Disc.$39.7M
Employees3
Clients26
DateNov 2013
Total AUM$196.4M
Discretionary$196.4M
Non-Disc.$0
Employees2
Clients26
DateMar 2013
Total AUM$196.4M
Discretionary$196.4M
Non-Disc.$0
Employees2
Clients26
DateJan 2013
Total AUM$195.4M
Discretionary$195.4M
Non-Disc.$0
Employees2
Clients26
DateAug 2012
Total AUM$195.4M
Discretionary$195.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$195.4M
Discretionary$195.4M
Non-Disc.$0
Employees1
Clients26
DateDec 2010
Total AUM$186.5M
Discretionary$186.5M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$186.5M
Discretionary$186.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$329.7M
Discretionary$310M
Non-Disc.$19.7M
Employees5
Clients--
DateMar 2007
Total AUM$307.7M
Discretionary$274.9M
Non-Disc.$32.8M
Employees5
Clients--
DateMar 2006
Total AUM$271M
Discretionary$246.8M
Non-Disc.$24.2M
Employees5
Clients--
DateFeb 2005
Total AUM$191.9M
Discretionary$191.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$178.6M
Discretionary$158.5M
Non-Disc.$20M
Employees5
Clients--