YIM INVESTMENT MANAGEMENT, LLC
CRD #136984 SEC #801-64818 HONOLULU, HI 808-955-8800
SEC Registered
Total AUM
$248M
Discretionary
$239.4M
Employees
5
Clients
0
Accounts
1,650
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $248M | $239.4M | $8.6M | 5 | 0 |
| Aug 2024 | $241.8M | $227.6M | $14.2M | 6 | 0 |
| Aug 2024 | $241.8M | $227.6M | $14.2M | 6 | 0 |
| Mar 2024 | $241.8M | $227.6M | $14.2M | 6 | 0 |
| Feb 2023 | $182.3M | $182.3M | $0 | 3 | 0 |
| Oct 2022 | $253.2M | $253.2M | $0 | 5 | 0 |
| Apr 2022 | $253.2M | $253.2M | $0 | 5 | 0 |
| Mar 2021 | $256.9M | $249.4M | $7.5M | 5 | 0 |
| Aug 2020 | $157.1M | $149.6M | $7.5M | 5 | 0 |
| Jun 2020 | $157.1M | $149.6M | $7.5M | 5 | 0 |
| Mar 2020 | $157.1M | $149.6M | $7.5M | 5 | 0 |
| Mar 2019 | $170.5M | $170.5M | $0 | 5 | 0 |
| Mar 2018 | $156.9M | $156.9M | $0 | 6 | 0 |
| Oct 2017 | $153.5M | $153.5M | $0 | 6 | 0 |
| Oct 2017 | $153.5M | $153.5M | $0 | 6 | 0 |
| Jun 2017 | $153.5M | $153.5M | $0 | 6 | 500 |
| Mar 2017 | $153.5M | $153.5M | $0 | 6 | 500 |
| Jun 2016 | $135.3M | $135.3M | $0 | 6 | 500 |
| Feb 2016 | $94.7M | $94.7M | $0 | 6 | 500 |
| Nov 2015 | $102.4M | $102.4M | $0 | 5 | 500 |
| Oct 2015 | $99.9M | $99.9M | $77.8K | 5 | 500 |
| Aug 2015 | $102M | $101.9M | $77.8K | 5 | 500 |
| Mar 2015 | $102.7M | $102.6M | $77.8K | 5 | 500 |
| Oct 2014 | $150.4M | $150M | $420.5K | 5 | 600 |
| Apr 2014 | $150.4M | $150M | $420.5K | 5 | 600 |
| Mar 2014 | $150.4M | $150M | $420.5K | 5 | 600 |
| Apr 2013 | $143M | $143M | $0 | 3 | 500 |
| Oct 2012 | $128.7M | $128.7M | $0 | 1 | 300 |
| Sep 2012 | $128.7M | $128.7M | $0 | 1 | 300 |
| Mar 2012 | $128.7M | $128.7M | $0 | 1 | 300 |
| May 2011 | $143M | $143M | $0 | 5 | -- |
| Mar 2011 | $143M | $143M | $0 | 5 | -- |
| Jun 2010 | $119.7M | $119.7M | $0 | 5 | -- |
| Feb 2010 | $119.7M | $119.7M | $0 | 5 | -- |
| Mar 2009 | $96.2M | $96.2M | $0 | 10 | -- |
| Jan 2008 | $149M | $149M | $0 | 5 | -- |
| Mar 2007 | $128M | $128M | $0 | 5 | -- |
| Jan 2006 | $56.8M | $56.8M | $0 | 5 | -- |
| Nov 2005 | $0 | $0 | $0 | 5 | -- |
| Oct 2005 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$248M
Discretionary$239.4M
Non-Disc.$8.6M
Employees5
Clients0
DateAug 2024
Total AUM$241.8M
Discretionary$227.6M
Non-Disc.$14.2M
Employees6
Clients0
DateAug 2024
Total AUM$241.8M
Discretionary$227.6M
Non-Disc.$14.2M
Employees6
Clients0
DateMar 2024
Total AUM$241.8M
Discretionary$227.6M
Non-Disc.$14.2M
Employees6
Clients0
DateFeb 2023
Total AUM$182.3M
Discretionary$182.3M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$253.2M
Discretionary$253.2M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$253.2M
Discretionary$253.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$256.9M
Discretionary$249.4M
Non-Disc.$7.5M
Employees5
Clients0
DateAug 2020
Total AUM$157.1M
Discretionary$149.6M
Non-Disc.$7.5M
Employees5
Clients0
DateJun 2020
Total AUM$157.1M
Discretionary$149.6M
Non-Disc.$7.5M
Employees5
Clients0
DateMar 2020
Total AUM$157.1M
Discretionary$149.6M
Non-Disc.$7.5M
Employees5
Clients0
DateMar 2019
Total AUM$170.5M
Discretionary$170.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$156.9M
Discretionary$156.9M
Non-Disc.$0
Employees6
Clients0
DateOct 2017
Total AUM$153.5M
Discretionary$153.5M
Non-Disc.$0
Employees6
Clients0
DateOct 2017
Total AUM$153.5M
Discretionary$153.5M
Non-Disc.$0
Employees6
Clients0
DateJun 2017
Total AUM$153.5M
Discretionary$153.5M
Non-Disc.$0
Employees6
Clients500
DateMar 2017
Total AUM$153.5M
Discretionary$153.5M
Non-Disc.$0
Employees6
Clients500
DateJun 2016
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees6
Clients500
DateFeb 2016
Total AUM$94.7M
Discretionary$94.7M
Non-Disc.$0
Employees6
Clients500
DateNov 2015
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees5
Clients500
DateOct 2015
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$77.8K
Employees5
Clients500
DateAug 2015
Total AUM$102M
Discretionary$101.9M
Non-Disc.$77.8K
Employees5
Clients500
DateMar 2015
Total AUM$102.7M
Discretionary$102.6M
Non-Disc.$77.8K
Employees5
Clients500
DateOct 2014
Total AUM$150.4M
Discretionary$150M
Non-Disc.$420.5K
Employees5
Clients600
DateApr 2014
Total AUM$150.4M
Discretionary$150M
Non-Disc.$420.5K
Employees5
Clients600
DateMar 2014
Total AUM$150.4M
Discretionary$150M
Non-Disc.$420.5K
Employees5
Clients600
DateApr 2013
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees3
Clients500
DateOct 2012
Total AUM$128.7M
Discretionary$128.7M
Non-Disc.$0
Employees1
Clients300
DateSep 2012
Total AUM$128.7M
Discretionary$128.7M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$128.7M
Discretionary$128.7M
Non-Disc.$0
Employees1
Clients300
DateMay 2011
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2010
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$96.2M
Discretionary$96.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$56.8M
Discretionary$56.8M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--