LONG-TERM SOLUTIONS, LLC
Legal name: LTS CAPITAL ADVISORS
CRD #137611 SEC #801-66331 MILL VALLEY, CA 415-321-2950
SEC Registered Private Funds
Total AUM
$147.3M
Discretionary
$96.7M
Employees
6
Clients
11
Accounts
122
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2016 | $147.3M | $96.7M | $50.6M | 6 | 26 |
| Nov 2016 | $147.3M | $96.7M | $50.6M | 6 | 26 |
| Aug 2016 | $102.7M | $65.2M | $37.5M | 6 | 26 |
| May 2016 | $102.7M | $65.2M | $37.5M | 6 | 26 |
| Mar 2016 | $102.7M | $65.2M | $37.5M | 6 | 26 |
| Nov 2015 | $111.2M | $90.1M | $21.1M | 7 | 26 |
| Mar 2015 | $111.2M | $90.1M | $21.1M | 7 | 26 |
| Dec 2014 | $102.5M | $82.6M | $19.9M | 7 | 26 |
| Dec 2014 | $102.5M | $82.6M | $19.9M | 7 | 26 |
| Nov 2014 | $120.8M | $104M | $16.9M | 7 | 26 |
| Sep 2014 | $120.8M | $104M | $16.9M | 7 | 26 |
| Jul 2014 | $120.8M | $104M | $16.9M | 6 | 26 |
| May 2014 | $90.5M | $73.6M | $16.9M | 6 | 26 |
| Mar 2014 | $90.5M | $73.6M | $16.9M | 6 | 26 |
| Jan 2014 | $90.3M | $79.9M | $10.4M | 6 | 26 |
| Jan 2014 | $135.2M | $124.7M | $10.4M | 6 | 26 |
| Nov 2013 | $135.2M | $124.7M | $10.4M | 6 | 26 |
| Mar 2013 | $135.2M | $124.7M | $10.4M | 6 | 26 |
| Jul 2012 | $206.1M | $106.3M | $99.8M | 6 | 26 |
| Mar 2012 | $206.1M | $106.3M | $99.8M | 6 | 26 |
| May 2011 | $270M | $162.8M | $107.2M | 10 | -- |
| Mar 2011 | $270M | $162.8M | $107.2M | 10 | -- |
| Mar 2011 | $270M | $162.8M | $107.2M | 10 | -- |
| Jan 2011 | $180.8M | $109.3M | $71.5M | 10 | -- |
| Sep 2010 | $180.8M | $109.3M | $71.5M | 10 | -- |
| Jan 2008 | $236M | $233M | $3M | 5 | -- |
| Mar 2007 | $236M | $233M | $3M | 5 | -- |
| Jan 2007 | $40M | $40M | $0 | 5 | -- |
| Nov 2006 | $40M | $40M | $0 | 5 | -- |
| Feb 2006 | $0 | $0 | $0 | 5 | -- |
DateNov 2016
Total AUM$147.3M
Discretionary$96.7M
Non-Disc.$50.6M
Employees6
Clients26
DateNov 2016
Total AUM$147.3M
Discretionary$96.7M
Non-Disc.$50.6M
Employees6
Clients26
DateAug 2016
Total AUM$102.7M
Discretionary$65.2M
Non-Disc.$37.5M
Employees6
Clients26
DateMay 2016
Total AUM$102.7M
Discretionary$65.2M
Non-Disc.$37.5M
Employees6
Clients26
DateMar 2016
Total AUM$102.7M
Discretionary$65.2M
Non-Disc.$37.5M
Employees6
Clients26
DateNov 2015
Total AUM$111.2M
Discretionary$90.1M
Non-Disc.$21.1M
Employees7
Clients26
DateMar 2015
Total AUM$111.2M
Discretionary$90.1M
Non-Disc.$21.1M
Employees7
Clients26
DateDec 2014
Total AUM$102.5M
Discretionary$82.6M
Non-Disc.$19.9M
Employees7
Clients26
DateDec 2014
Total AUM$102.5M
Discretionary$82.6M
Non-Disc.$19.9M
Employees7
Clients26
DateNov 2014
Total AUM$120.8M
Discretionary$104M
Non-Disc.$16.9M
Employees7
Clients26
DateSep 2014
Total AUM$120.8M
Discretionary$104M
Non-Disc.$16.9M
Employees7
Clients26
DateJul 2014
Total AUM$120.8M
Discretionary$104M
Non-Disc.$16.9M
Employees6
Clients26
DateMay 2014
Total AUM$90.5M
Discretionary$73.6M
Non-Disc.$16.9M
Employees6
Clients26
DateMar 2014
Total AUM$90.5M
Discretionary$73.6M
Non-Disc.$16.9M
Employees6
Clients26
DateJan 2014
Total AUM$90.3M
Discretionary$79.9M
Non-Disc.$10.4M
Employees6
Clients26
DateJan 2014
Total AUM$135.2M
Discretionary$124.7M
Non-Disc.$10.4M
Employees6
Clients26
DateNov 2013
Total AUM$135.2M
Discretionary$124.7M
Non-Disc.$10.4M
Employees6
Clients26
DateMar 2013
Total AUM$135.2M
Discretionary$124.7M
Non-Disc.$10.4M
Employees6
Clients26
DateJul 2012
Total AUM$206.1M
Discretionary$106.3M
Non-Disc.$99.8M
Employees6
Clients26
DateMar 2012
Total AUM$206.1M
Discretionary$106.3M
Non-Disc.$99.8M
Employees6
Clients26
DateMay 2011
Total AUM$270M
Discretionary$162.8M
Non-Disc.$107.2M
Employees10
Clients--
DateMar 2011
Total AUM$270M
Discretionary$162.8M
Non-Disc.$107.2M
Employees10
Clients--
DateMar 2011
Total AUM$270M
Discretionary$162.8M
Non-Disc.$107.2M
Employees10
Clients--
DateJan 2011
Total AUM$180.8M
Discretionary$109.3M
Non-Disc.$71.5M
Employees10
Clients--
DateSep 2010
Total AUM$180.8M
Discretionary$109.3M
Non-Disc.$71.5M
Employees10
Clients--
DateJan 2008
Total AUM$236M
Discretionary$233M
Non-Disc.$3M
Employees5
Clients--
DateMar 2007
Total AUM$236M
Discretionary$233M
Non-Disc.$3M
Employees5
Clients--
DateJan 2007
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--