SOCIUS FAMILY OFFICE, LLC
CRD #137800 SEC #801-71580 FORT LAUDERDALE, FL 561-404-0484
SEC Registered
Total AUM
$915M
Discretionary
$814.8M
Employees
12
Clients
51
Accounts
611
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2024 | $915M | $814.8M | $100.2M | 12 | 1 |
| May 2024 | $915M | $814.8M | $100.2M | 12 | 1 |
| Mar 2024 | $915M | $814.8M | $100.2M | 13 | 1 |
| Dec 2023 | $728.2M | $649.4M | $78.8M | 13 | 1 |
| Nov 2023 | $728.2M | $649.4M | $78.8M | 13 | 1 |
| Mar 2023 | $728.2M | $649.4M | $78.8M | 14 | 1 |
| Jun 2022 | $733.7M | $629.3M | $104.4M | 11 | 0 |
| Mar 2022 | $733.7M | $629.3M | $104.4M | 11 | 0 |
| Jan 2022 | $584.2M | $528M | $56.1M | 11 | 1 |
| Dec 2021 | $584.2M | $528M | $56.1M | 11 | 1 |
| Oct 2021 | $584.2M | $528M | $56.1M | 11 | 1 |
| May 2021 | $584.2M | $528M | $56.1M | 11 | 1 |
| Mar 2021 | $584.2M | $528M | $56.1M | 11 | 1 |
| Jun 2020 | $543.2M | $468.9M | $74.3M | 11 | 1 |
| Mar 2020 | $543.2M | $468.9M | $74.3M | 11 | 1 |
| Mar 2019 | $477.7M | $346.9M | $130.8M | 11 | 1 |
| Nov 2018 | $390.8M | $302.7M | $88.1M | 9 | 1 |
| Apr 2018 | $390.8M | $302.7M | $88.1M | 9 | 1 |
| Mar 2018 | $390.8M | $302.7M | $88.1M | 9 | 1 |
| Jun 2017 | $287.5M | $239.7M | $47.8M | 9 | 100 |
| Apr 2017 | $287.5M | $239.7M | $47.8M | 9 | 100 |
| Mar 2017 | $287.5M | $239.7M | $47.8M | 9 | 100 |
| Nov 2016 | $209M | $202.9M | $6.1M | 9 | 100 |
| Jul 2016 | $209M | $202.9M | $6.1M | 9 | 100 |
| Mar 2016 | $209M | $202.9M | $6.1M | 9 | 100 |
| Mar 2015 | $168.4M | $162.2M | $6.2M | 6 | 26 |
| Dec 2014 | $154.3M | $145.3M | $9M | 4 | 26 |
| Dec 2014 | $154.3M | $145.3M | $9M | 4 | 26 |
| Dec 2014 | $154.3M | $145.3M | $9M | 4 | 26 |
| Nov 2014 | $154.3M | $145.3M | $9M | 4 | 26 |
| Mar 2014 | $154.3M | $145.3M | $9M | 4 | 26 |
| Mar 2013 | $122.8M | $122.8M | $0 | 4 | 26 |
| Nov 2012 | $115.7M | $115.7M | $0 | 5 | 26 |
| May 2012 | $108.6M | $108.6M | $0 | 1 | 26 |
| Apr 2012 | $96.1M | $96.1M | $0 | 1 | 26 |
| Mar 2012 | $96.1M | $96.1M | $0 | 1 | 26 |
| Feb 2012 | $45.7M | $45.2M | $449.2K | 1 | 26 |
| Nov 2011 | $45.7M | $45.2M | $449.2K | 1 | 26 |
| Jun 2011 | $45.7M | $45.2M | $449.2K | 5 | -- |
| May 2011 | $45.7M | $45.2M | $449.2K | 5 | -- |
| Mar 2011 | $45.7M | $45.2M | $449.2K | 5 | -- |
| Mar 2011 | $45.7M | $45.2M | $449.2K | 5 | -- |
| Jul 2010 | $28.6M | $27.9M | $688.8K | 5 | -- |
| Jun 2010 | $28.6M | $27.9M | $688.8K | 5 | -- |
DateJun 2024
Total AUM$915M
Discretionary$814.8M
Non-Disc.$100.2M
Employees12
Clients1
DateMay 2024
Total AUM$915M
Discretionary$814.8M
Non-Disc.$100.2M
Employees12
Clients1
DateMar 2024
Total AUM$915M
Discretionary$814.8M
Non-Disc.$100.2M
Employees13
Clients1
DateDec 2023
Total AUM$728.2M
Discretionary$649.4M
Non-Disc.$78.8M
Employees13
Clients1
DateNov 2023
Total AUM$728.2M
Discretionary$649.4M
Non-Disc.$78.8M
Employees13
Clients1
DateMar 2023
Total AUM$728.2M
Discretionary$649.4M
Non-Disc.$78.8M
Employees14
Clients1
DateJun 2022
Total AUM$733.7M
Discretionary$629.3M
Non-Disc.$104.4M
Employees11
Clients0
DateMar 2022
Total AUM$733.7M
Discretionary$629.3M
Non-Disc.$104.4M
Employees11
Clients0
DateJan 2022
Total AUM$584.2M
Discretionary$528M
Non-Disc.$56.1M
Employees11
Clients1
DateDec 2021
Total AUM$584.2M
Discretionary$528M
Non-Disc.$56.1M
Employees11
Clients1
DateOct 2021
Total AUM$584.2M
Discretionary$528M
Non-Disc.$56.1M
Employees11
Clients1
DateMay 2021
Total AUM$584.2M
Discretionary$528M
Non-Disc.$56.1M
Employees11
Clients1
DateMar 2021
Total AUM$584.2M
Discretionary$528M
Non-Disc.$56.1M
Employees11
Clients1
DateJun 2020
Total AUM$543.2M
Discretionary$468.9M
Non-Disc.$74.3M
Employees11
Clients1
DateMar 2020
Total AUM$543.2M
Discretionary$468.9M
Non-Disc.$74.3M
Employees11
Clients1
DateMar 2019
Total AUM$477.7M
Discretionary$346.9M
Non-Disc.$130.8M
Employees11
Clients1
DateNov 2018
Total AUM$390.8M
Discretionary$302.7M
Non-Disc.$88.1M
Employees9
Clients1
DateApr 2018
Total AUM$390.8M
Discretionary$302.7M
Non-Disc.$88.1M
Employees9
Clients1
DateMar 2018
Total AUM$390.8M
Discretionary$302.7M
Non-Disc.$88.1M
Employees9
Clients1
DateJun 2017
Total AUM$287.5M
Discretionary$239.7M
Non-Disc.$47.8M
Employees9
Clients100
DateApr 2017
Total AUM$287.5M
Discretionary$239.7M
Non-Disc.$47.8M
Employees9
Clients100
DateMar 2017
Total AUM$287.5M
Discretionary$239.7M
Non-Disc.$47.8M
Employees9
Clients100
DateNov 2016
Total AUM$209M
Discretionary$202.9M
Non-Disc.$6.1M
Employees9
Clients100
DateJul 2016
Total AUM$209M
Discretionary$202.9M
Non-Disc.$6.1M
Employees9
Clients100
DateMar 2016
Total AUM$209M
Discretionary$202.9M
Non-Disc.$6.1M
Employees9
Clients100
DateMar 2015
Total AUM$168.4M
Discretionary$162.2M
Non-Disc.$6.2M
Employees6
Clients26
DateDec 2014
Total AUM$154.3M
Discretionary$145.3M
Non-Disc.$9M
Employees4
Clients26
DateDec 2014
Total AUM$154.3M
Discretionary$145.3M
Non-Disc.$9M
Employees4
Clients26
DateDec 2014
Total AUM$154.3M
Discretionary$145.3M
Non-Disc.$9M
Employees4
Clients26
DateNov 2014
Total AUM$154.3M
Discretionary$145.3M
Non-Disc.$9M
Employees4
Clients26
DateMar 2014
Total AUM$154.3M
Discretionary$145.3M
Non-Disc.$9M
Employees4
Clients26
DateMar 2013
Total AUM$122.8M
Discretionary$122.8M
Non-Disc.$0
Employees4
Clients26
DateNov 2012
Total AUM$115.7M
Discretionary$115.7M
Non-Disc.$0
Employees5
Clients26
DateMay 2012
Total AUM$108.6M
Discretionary$108.6M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$96.1M
Discretionary$96.1M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$96.1M
Discretionary$96.1M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$45.7M
Discretionary$45.2M
Non-Disc.$449.2K
Employees1
Clients26
DateNov 2011
Total AUM$45.7M
Discretionary$45.2M
Non-Disc.$449.2K
Employees1
Clients26
DateJun 2011
Total AUM$45.7M
Discretionary$45.2M
Non-Disc.$449.2K
Employees5
Clients--
DateMay 2011
Total AUM$45.7M
Discretionary$45.2M
Non-Disc.$449.2K
Employees5
Clients--
DateMar 2011
Total AUM$45.7M
Discretionary$45.2M
Non-Disc.$449.2K
Employees5
Clients--
DateMar 2011
Total AUM$45.7M
Discretionary$45.2M
Non-Disc.$449.2K
Employees5
Clients--
DateJul 2010
Total AUM$28.6M
Discretionary$27.9M
Non-Disc.$688.8K
Employees5
Clients--
DateJun 2010
Total AUM$28.6M
Discretionary$27.9M
Non-Disc.$688.8K
Employees5
Clients--