WOODBOURNE INVESTMENT MANAGEMENT LLC
CRD #137572 SEC #801-65460 BOULDER, CO 303-413-1414
SEC Registered Private Funds
Total AUM
$5.1M
Discretionary
$5.1M
Employees
4
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2024 | $5.1M | $5.1M | $0 | 4 | 1 |
| Mar 2024 | $5.1M | $5.1M | $0 | 4 | 1 |
| Apr 2023 | $106.9M | $106.9M | $0 | 4 | 1 |
| Mar 2023 | $106.9M | $106.9M | $0 | 4 | 1 |
| Mar 2022 | $118.8M | $118.8M | $0 | 4 | 1 |
| Mar 2021 | $113.7M | $113.7M | $0 | 4 | 1 |
| Apr 2020 | $113.1M | $113.1M | $0 | 4 | 1 |
| Mar 2019 | $95.4M | $95.4M | $0 | 4 | 1 |
| Apr 2018 | $115.9M | $115.9M | $0 | 4 | 1 |
| Mar 2017 | $107.6M | $107.6M | $0 | 4 | 1 |
| May 2016 | $101M | $101M | $0 | 4 | 1 |
| Mar 2016 | $101M | $101M | $0 | 4 | 1 |
| Mar 2016 | $94.2M | $94.2M | $0 | 5 | 1 |
| Jun 2015 | $94.2M | $94.2M | $0 | 5 | 1 |
| Apr 2015 | $94.2M | $94.2M | $0 | 5 | 1 |
| Mar 2015 | $94.2M | $94.2M | $0 | 5 | 1 |
| Mar 2014 | $77M | $77M | $0 | 5 | 1 |
| Apr 2013 | $87.8M | $87.8M | $0 | 5 | 1 |
| Feb 2013 | $88.7M | $88.7M | $0 | 13 | 1 |
| Sep 2012 | $88.7M | $88.7M | $0 | 6 | 1 |
| Aug 2012 | $88.7M | $88.7M | $0 | 6 | 1 |
| Jun 2012 | $88.7M | $88.7M | $0 | 6 | 1 |
| Apr 2012 | $88.7M | $88.7M | $0 | 6 | 1 |
| Apr 2011 | $89.7M | $89.7M | $0 | 10 | -- |
| Mar 2011 | $89.7M | $89.7M | $0 | 10 | -- |
| Mar 2010 | $80.3M | $80.3M | $0 | 10 | -- |
| Mar 2009 | $52.7M | $52.7M | $0 | -- | -- |
| Mar 2008 | $158.4M | $158.4M | $0 | -- | -- |
| Oct 2007 | $210.6M | $210.6M | $0 | 10 | -- |
| Aug 2007 | $210.6M | $210.6M | $0 | 10 | -- |
| Mar 2007 | $210.6M | $210.6M | $0 | 10 | -- |
| Dec 2005 | $157.6M | $157.6M | $0 | 10 | -- |
DateApr 2024
Total AUM$5.1M
Discretionary$5.1M
Non-Disc.$0
Employees4
Clients1
DateMar 2024
Total AUM$5.1M
Discretionary$5.1M
Non-Disc.$0
Employees4
Clients1
DateApr 2023
Total AUM$106.9M
Discretionary$106.9M
Non-Disc.$0
Employees4
Clients1
DateMar 2023
Total AUM$106.9M
Discretionary$106.9M
Non-Disc.$0
Employees4
Clients1
DateMar 2022
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees4
Clients1
DateMar 2021
Total AUM$113.7M
Discretionary$113.7M
Non-Disc.$0
Employees4
Clients1
DateApr 2020
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees4
Clients1
DateMar 2019
Total AUM$95.4M
Discretionary$95.4M
Non-Disc.$0
Employees4
Clients1
DateApr 2018
Total AUM$115.9M
Discretionary$115.9M
Non-Disc.$0
Employees4
Clients1
DateMar 2017
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees4
Clients1
DateMay 2016
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees4
Clients1
DateMar 2016
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees4
Clients1
DateMar 2016
Total AUM$94.2M
Discretionary$94.2M
Non-Disc.$0
Employees5
Clients1
DateJun 2015
Total AUM$94.2M
Discretionary$94.2M
Non-Disc.$0
Employees5
Clients1
DateApr 2015
Total AUM$94.2M
Discretionary$94.2M
Non-Disc.$0
Employees5
Clients1
DateMar 2015
Total AUM$94.2M
Discretionary$94.2M
Non-Disc.$0
Employees5
Clients1
DateMar 2014
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees5
Clients1
DateApr 2013
Total AUM$87.8M
Discretionary$87.8M
Non-Disc.$0
Employees5
Clients1
DateFeb 2013
Total AUM$88.7M
Discretionary$88.7M
Non-Disc.$0
Employees13
Clients1
DateSep 2012
Total AUM$88.7M
Discretionary$88.7M
Non-Disc.$0
Employees6
Clients1
DateAug 2012
Total AUM$88.7M
Discretionary$88.7M
Non-Disc.$0
Employees6
Clients1
DateJun 2012
Total AUM$88.7M
Discretionary$88.7M
Non-Disc.$0
Employees6
Clients1
DateApr 2012
Total AUM$88.7M
Discretionary$88.7M
Non-Disc.$0
Employees6
Clients1
DateApr 2011
Total AUM$89.7M
Discretionary$89.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$89.7M
Discretionary$89.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$80.3M
Discretionary$80.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$158.4M
Discretionary$158.4M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$210.6M
Discretionary$210.6M
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$210.6M
Discretionary$210.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$210.6M
Discretionary$210.6M
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$157.6M
Discretionary$157.6M
Non-Disc.$0
Employees10
Clients--