TRAUB CAPITAL MANAGEMENT, LLC
Legal name: TRAUB CAPITAL MANAGEMENT
CRD #136851 SEC #801-70068 NEEDHAM, MA 781-453-3929
SEC Registered
Total AUM
$168.9M
Discretionary
$168.9M
Employees
4
Clients
51
Accounts
132
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $168.9M | $168.9M | $0 | 4 | 0 |
| Feb 2024 | $149.5M | $149.5M | $0 | 3 | 0 |
| Mar 2023 | $136.9M | $136.9M | $0 | 3 | 0 |
| Feb 2022 | $148.6M | $148.6M | $0 | 3 | 0 |
| Feb 2021 | $126.4M | $126.4M | $0 | 3 | 0 |
| Jun 2020 | $114M | $114M | $0 | 3 | 0 |
| Jan 2020 | $114M | $114M | $0 | 3 | 0 |
| Sep 2019 | $107.4M | $107.4M | $0 | 3 | 0 |
| Feb 2019 | $107.4M | $107.4M | $0 | 3 | 0 |
| Feb 2018 | $119.4M | $119.4M | $0 | 3 | 0 |
| Mar 2017 | $111.2M | $111.2M | $0 | 3 | 26 |
| Feb 2016 | $105.4M | $105.4M | $0 | 3 | 26 |
| Mar 2015 | $114.3M | $114.3M | $0 | 3 | 26 |
| Mar 2014 | $119M | $119M | $0 | 3 | 26 |
| Sep 2013 | $142.1M | $142.1M | $0 | 3 | 26 |
| Mar 2013 | $142.1M | $142.1M | $0 | 3 | 26 |
| Mar 2012 | $86M | $86M | $0 | 1 | 26 |
| Mar 2010 | $39.5M | $39.5M | $0 | 5 | -- |
| Mar 2009 | $21M | $21M | $0 | 5 | -- |
DateMar 2025
Total AUM$168.9M
Discretionary$168.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$126.4M
Discretionary$126.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees3
Clients0
DateSep 2019
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2018
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees3
Clients26
DateFeb 2016
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees3
Clients26
DateSep 2013
Total AUM$142.1M
Discretionary$142.1M
Non-Disc.$0
Employees3
Clients26
DateMar 2013
Total AUM$142.1M
Discretionary$142.1M
Non-Disc.$0
Employees3
Clients26
DateMar 2012
Total AUM$86M
Discretionary$86M
Non-Disc.$0
Employees1
Clients26
DateMar 2010
Total AUM$39.5M
Discretionary$39.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$21M
Discretionary$21M
Non-Disc.$0
Employees5
Clients--