STARK & ROTH LLC
Legal name: STARK INVESTMENTS
CRD #137442 SEC #801-65300 MILWAUKEE, WI 414-294-7000
SEC Registered Private Funds Disclosures
Total AUM
$305.7M
Discretionary
$305.7M
Employees
15
Clients
--
Accounts
25
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2018 | $305.7M | $305.7M | $0 | 15 | 0 |
| Mar 2018 | $305.7M | $305.7M | $0 | 15 | 0 |
| Mar 2017 | $579M | $579M | $0 | 17 | 26 |
| Mar 2016 | $690.1M | $690.1M | $0 | 24 | 26 |
| Mar 2015 | $1B | $1B | $0 | 27 | 26 |
| Jul 2014 | $1.4B | $1.4B | $0 | 41 | 26 |
| Mar 2014 | $1.4B | $1.4B | $0 | 42 | 26 |
| Nov 2013 | $1.4B | $1.4B | $0 | 47 | 26 |
| Sep 2013 | $1.6B | $1.6B | $0 | 51 | 26 |
| Jul 2013 | $1.7B | $1.7B | $0 | 52 | 26 |
| Mar 2013 | $2.1B | $2.1B | $0 | 54 | 26 |
| Jan 2013 | $3.6B | $3.6B | $0 | 66 | 26 |
| Nov 2012 | $3.6B | $3.6B | $0 | 66 | 26 |
| Oct 2012 | $3.6B | $3.6B | $0 | 51 | 26 |
| Jul 2012 | $7.6B | $7.6B | $0 | 51 | 26 |
| May 2012 | $8.9B | $8.9B | $0 | 51 | 26 |
| Mar 2012 | $7.8B | $7.8B | $0 | 51 | 26 |
| Mar 2011 | $3B | $3B | $0 | 51 | -- |
| Jan 2011 | $3.2B | $3.2B | $0 | 51 | -- |
| May 2010 | $4.9B | $4.9B | $0 | 51 | -- |
| Mar 2010 | $4.9B | $4.9B | $0 | 51 | -- |
| Mar 2010 | $4.9B | $4.9B | $0 | 51 | -- |
| Mar 2008 | $14.4B | $14.4B | $0 | 251 | -- |
| Jan 2008 | $13.6B | $13.6B | $0 | 251 | -- |
| Oct 2007 | $13.6B | $13.6B | $0 | 251 | -- |
| Mar 2007 | $11.3B | $11.3B | $0 | 251 | -- |
| Mar 2006 | $7.7B | $7.7B | $0 | 51 | -- |
| Jan 2006 | $7.2B | $7.2B | $0 | 51 | -- |
| Jan 2006 | $7.2B | $7.2B | $0 | 51 | -- |
| Dec 2005 | $7.2B | $7.2B | $0 | 51 | -- |
DateJun 2018
Total AUM$305.7M
Discretionary$305.7M
Non-Disc.$0
Employees15
Clients0
DateMar 2018
Total AUM$305.7M
Discretionary$305.7M
Non-Disc.$0
Employees15
Clients0
DateMar 2017
Total AUM$579M
Discretionary$579M
Non-Disc.$0
Employees17
Clients26
DateMar 2016
Total AUM$690.1M
Discretionary$690.1M
Non-Disc.$0
Employees24
Clients26
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees27
Clients26
DateJul 2014
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees41
Clients26
DateMar 2014
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees42
Clients26
DateNov 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees47
Clients26
DateSep 2013
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees51
Clients26
DateJul 2013
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees52
Clients26
DateMar 2013
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees54
Clients26
DateJan 2013
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees66
Clients26
DateNov 2012
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees66
Clients26
DateOct 2012
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees51
Clients26
DateJul 2012
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$0
Employees51
Clients26
DateMay 2012
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees51
Clients26
DateMar 2012
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees51
Clients26
DateMar 2011
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees51
Clients--
DateJan 2011
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees51
Clients--
DateMay 2010
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees51
Clients--
DateMar 2010
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees51
Clients--
DateMar 2010
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees51
Clients--
DateMar 2008
Total AUM$14.4B
Discretionary$14.4B
Non-Disc.$0
Employees251
Clients--
DateJan 2008
Total AUM$13.6B
Discretionary$13.6B
Non-Disc.$0
Employees251
Clients--
DateOct 2007
Total AUM$13.6B
Discretionary$13.6B
Non-Disc.$0
Employees251
Clients--
DateMar 2007
Total AUM$11.3B
Discretionary$11.3B
Non-Disc.$0
Employees251
Clients--
DateMar 2006
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$0
Employees51
Clients--
DateJan 2006
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees51
Clients--
DateJan 2006
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees51
Clients--
DateDec 2005
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees51
Clients--