TATRO CAPITAL, LLC
Legal name: JOULE FINANCIAL
CRD #133783 SEC #801-112854 LEXINGTON, KY 859-881-0777
SEC Registered
Total AUM
$276.8M
Discretionary
$268.3M
Employees
6
Clients
26
Accounts
1,519
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $276.8M | $268.3M | $8.5M | 6 | 0 |
| Nov 2021 | $212.1M | $208.4M | $3.7M | 6 | 0 |
| Jul 2021 | $212.1M | $208.4M | $3.7M | 6 | 0 |
| Apr 2021 | $212.1M | $208.4M | $3.7M | 6 | 0 |
| Mar 2021 | $212.1M | $208.4M | $3.7M | 6 | 0 |
| Jun 2020 | $190.1M | $187.5M | $2.6M | 5 | 0 |
| Apr 2020 | $190.1M | $187.5M | $2.6M | 5 | 0 |
| Mar 2020 | $190.1M | $187.5M | $2.6M | 5 | 0 |
| May 2019 | $144.3M | $142M | $2.2M | 5 | 0 |
| Mar 2019 | $144.3M | $142M | $2.2M | 5 | 0 |
| Feb 2019 | $139.5M | $137M | $2.5M | 4 | 0 |
| Mar 2018 | $139.5M | $137M | $2.5M | 4 | 0 |
| Aug 2013 | $37M | $37M | $0 | 3 | 200 |
| Jul 2013 | $37M | $37M | $0 | 3 | 200 |
| Mar 2013 | $54M | $54M | $0 | 3 | 200 |
| Mar 2012 | $54.6M | $54.6M | $0 | 1 | 200 |
| Mar 2011 | $30.2M | $30.2M | $0 | 5 | -- |
DateMar 2022
Total AUM$276.8M
Discretionary$268.3M
Non-Disc.$8.5M
Employees6
Clients0
DateNov 2021
Total AUM$212.1M
Discretionary$208.4M
Non-Disc.$3.7M
Employees6
Clients0
DateJul 2021
Total AUM$212.1M
Discretionary$208.4M
Non-Disc.$3.7M
Employees6
Clients0
DateApr 2021
Total AUM$212.1M
Discretionary$208.4M
Non-Disc.$3.7M
Employees6
Clients0
DateMar 2021
Total AUM$212.1M
Discretionary$208.4M
Non-Disc.$3.7M
Employees6
Clients0
DateJun 2020
Total AUM$190.1M
Discretionary$187.5M
Non-Disc.$2.6M
Employees5
Clients0
DateApr 2020
Total AUM$190.1M
Discretionary$187.5M
Non-Disc.$2.6M
Employees5
Clients0
DateMar 2020
Total AUM$190.1M
Discretionary$187.5M
Non-Disc.$2.6M
Employees5
Clients0
DateMay 2019
Total AUM$144.3M
Discretionary$142M
Non-Disc.$2.2M
Employees5
Clients0
DateMar 2019
Total AUM$144.3M
Discretionary$142M
Non-Disc.$2.2M
Employees5
Clients0
DateFeb 2019
Total AUM$139.5M
Discretionary$137M
Non-Disc.$2.5M
Employees4
Clients0
DateMar 2018
Total AUM$139.5M
Discretionary$137M
Non-Disc.$2.5M
Employees4
Clients0
DateAug 2013
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees3
Clients200
DateJul 2013
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees3
Clients200
DateMar 2013
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees3
Clients200
DateMar 2012
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$30.2M
Discretionary$30.2M
Non-Disc.$0
Employees5
Clients--