CANTELLA & CO., INC.
CRD #13905 SEC #801-60841 MALDEN, MA 617-521-8630
SEC Registered Disclosures
Total AUM
$1.9B
Discretionary
$1.1B
Employees
197
Clients
51
Accounts
5,665
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2023 | $1.9B | $1.1B | $842.1M | 197 | 1,254 |
| Apr 2023 | $1.9B | $1.1B | $842.1M | 197 | 1,254 |
| Dec 2022 | $1.9B | $1.1B | $842.1M | 197 | 1,254 |
| Jul 2022 | $1.9B | $1.1B | $842.1M | 197 | 1,254 |
| Jun 2022 | $1.9B | $1.1B | $842.1M | 197 | 1,254 |
| Mar 2022 | $2.2B | $1.2B | $1B | 223 | 0 |
| Feb 2022 | $2.2B | $1.2B | $1B | 223 | 0 |
| Oct 2021 | $2.2B | $1.2B | $1B | 223 | 0 |
| Sep 2021 | $2.2B | $1.2B | $1B | 223 | 0 |
| Sep 2021 | $2.2B | $1.2B | $1B | 223 | 0 |
| Jul 2021 | $2.2B | $1.2B | $1B | 223 | 0 |
| Jun 2021 | $2.2B | $1.2B | $1B | 223 | 0 |
| Mar 2021 | $1.4B | $691.1M | $727.3M | 224 | 0 |
| Jul 2020 | $1.4B | $691.1M | $727.3M | 224 | 0 |
| May 2020 | $1.7B | $840.5M | $855.1M | 244 | 0 |
| Jul 2019 | $1.7B | $840.5M | $855.1M | 244 | 0 |
| Jun 2019 | $1.7B | $840.5M | $855.1M | 244 | 0 |
| Apr 2019 | $1.3B | $655.7M | $598.1M | 235 | 0 |
| Apr 2019 | $1.3B | $655.7M | $598.1M | 235 | 0 |
| Mar 2019 | $1.3B | $655.7M | $598.1M | 235 | 0 |
| Jan 2019 | $1.3B | $655.7M | $598.1M | 235 | 0 |
| Dec 2018 | $1.3B | $655.7M | $598.1M | 235 | 0 |
| Jul 2018 | $1.3B | $655.7M | $598.1M | 235 | 0 |
| Jun 2018 | $1.3B | $655.7M | $598.1M | 235 | 0 |
| Aug 2017 | $1.1B | $569.2M | $489.9M | 206 | 4,000 |
| Jun 2017 | $1.1B | $569.2M | $489.9M | 206 | 4,000 |
| Mar 2017 | $940.4M | $469M | $471.4M | 210 | 3,700 |
| Jun 2016 | $940.4M | $469M | $471.4M | 210 | 3,700 |
| Mar 2016 | $940.9M | $351.8M | $589.1M | 203 | 3,600 |
| Jun 2015 | $940.9M | $351.8M | $589.1M | 203 | 3,600 |
| Feb 2015 | $986.3M | $400.4M | $585.8M | 211 | 3,800 |
| Jun 2014 | $986.3M | $400.4M | $585.8M | 211 | 3,800 |
| Mar 2014 | $781.3M | $287.1M | $494.1M | 212 | 3,300 |
| Jan 2014 | $781.3M | $287.1M | $494.1M | 212 | 3,300 |
| Oct 2013 | $781.3M | $287.1M | $494.1M | 212 | 3,300 |
| Jun 2013 | $781.3M | $287.1M | $494.1M | 212 | 3,300 |
| Apr 2013 | $615.9M | $218.4M | $397.5M | 254 | 2,500 |
| Aug 2012 | $615.9M | $218.4M | $397.5M | 51 | 2,500 |
| Jul 2012 | $615.9M | $218.4M | $397.5M | 51 | 2,500 |
| Jun 2012 | $615.9M | $218.4M | $397.5M | 51 | 2,500 |
| Apr 2012 | $615.9M | $218.4M | $397.5M | 51 | 2,500 |
| Mar 2012 | $615.9M | $218.4M | $397.5M | 51 | 2,500 |
| Mar 2012 | $615.9M | $218.4M | $397.5M | 51 | 2,500 |
| Jul 2011 | $585.3M | $277.3M | $308M | 51 | -- |
| Jul 2011 | $585.3M | $277.3M | $308M | 51 | -- |
| Jun 2011 | $585.3M | $277.3M | $308M | 51 | -- |
| Apr 2011 | $388.5M | $137.2M | $251.3M | 51 | -- |
| Jan 2011 | $388.5M | $137.2M | $251.3M | 51 | -- |
| Jan 2011 | $388.5M | $137.2M | $251.3M | 51 | -- |
| Dec 2010 | $388.5M | $137.2M | $251.3M | 51 | -- |
| Jun 2010 | $388.5M | $137.2M | $251.3M | 51 | -- |
| May 2010 | $318.1M | $126.4M | $191.7M | 51 | -- |
| May 2010 | $318.1M | $126.4M | $191.7M | 51 | -- |
| Sep 2009 | $318.1M | $126.4M | $191.7M | 51 | -- |
| May 2009 | $318.1M | $126.4M | $191.7M | 51 | -- |
| Oct 2007 | $314.9M | $131.1M | $183.8M | 51 | -- |
| Aug 2007 | $314.9M | $131.1M | $183.8M | 51 | -- |
| Apr 2007 | $314.9M | $131.1M | $183.8M | 51 | -- |
| Dec 2006 | $670.6M | $380.8M | $289.7M | 51 | -- |
| Mar 2006 | $670.6M | $380.8M | $289.7M | 51 | -- |
| Jan 2006 | $173M | $51.7M | $121.2M | 51 | -- |
| Sep 2005 | $173M | $51.7M | $121.2M | 51 | -- |
| Jan 2005 | $62.9M | $62.9M | $0 | 51 | -- |
| Jan 2005 | $62.9M | $62.9M | $0 | 51 | -- |
| Jun 2004 | $62.9M | $62.9M | $0 | 51 | -- |
| Apr 2002 | $70.8M | $1.6M | $69.2M | 51 | -- |
| Apr 2002 | $70.8M | $1.6M | $69.2M | 51 | -- |
| Apr 2002 | $70.8M | $1.6M | $69.2M | 51 | -- |
| Apr 2002 | $70.8M | $1.6M | $69.2M | 51 | -- |
| Apr 2002 | $70.8M | $1.6M | $69.2M | 51 | -- |
DateJun 2023
Total AUM$1.9B
Discretionary$1.1B
Non-Disc.$842.1M
Employees197
Clients1,254
DateApr 2023
Total AUM$1.9B
Discretionary$1.1B
Non-Disc.$842.1M
Employees197
Clients1,254
DateDec 2022
Total AUM$1.9B
Discretionary$1.1B
Non-Disc.$842.1M
Employees197
Clients1,254
DateJul 2022
Total AUM$1.9B
Discretionary$1.1B
Non-Disc.$842.1M
Employees197
Clients1,254
DateJun 2022
Total AUM$1.9B
Discretionary$1.1B
Non-Disc.$842.1M
Employees197
Clients1,254
DateMar 2022
Total AUM$2.2B
Discretionary$1.2B
Non-Disc.$1B
Employees223
Clients0
DateFeb 2022
Total AUM$2.2B
Discretionary$1.2B
Non-Disc.$1B
Employees223
Clients0
DateOct 2021
Total AUM$2.2B
Discretionary$1.2B
Non-Disc.$1B
Employees223
Clients0
DateSep 2021
Total AUM$2.2B
Discretionary$1.2B
Non-Disc.$1B
Employees223
Clients0
DateSep 2021
Total AUM$2.2B
Discretionary$1.2B
Non-Disc.$1B
Employees223
Clients0
DateJul 2021
Total AUM$2.2B
Discretionary$1.2B
Non-Disc.$1B
Employees223
Clients0
DateJun 2021
Total AUM$2.2B
Discretionary$1.2B
Non-Disc.$1B
Employees223
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$691.1M
Non-Disc.$727.3M
Employees224
Clients0
DateJul 2020
Total AUM$1.4B
Discretionary$691.1M
Non-Disc.$727.3M
Employees224
Clients0
DateMay 2020
Total AUM$1.7B
Discretionary$840.5M
Non-Disc.$855.1M
Employees244
Clients0
DateJul 2019
Total AUM$1.7B
Discretionary$840.5M
Non-Disc.$855.1M
Employees244
Clients0
DateJun 2019
Total AUM$1.7B
Discretionary$840.5M
Non-Disc.$855.1M
Employees244
Clients0
DateApr 2019
Total AUM$1.3B
Discretionary$655.7M
Non-Disc.$598.1M
Employees235
Clients0
DateApr 2019
Total AUM$1.3B
Discretionary$655.7M
Non-Disc.$598.1M
Employees235
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$655.7M
Non-Disc.$598.1M
Employees235
Clients0
DateJan 2019
Total AUM$1.3B
Discretionary$655.7M
Non-Disc.$598.1M
Employees235
Clients0
DateDec 2018
Total AUM$1.3B
Discretionary$655.7M
Non-Disc.$598.1M
Employees235
Clients0
DateJul 2018
Total AUM$1.3B
Discretionary$655.7M
Non-Disc.$598.1M
Employees235
Clients0
DateJun 2018
Total AUM$1.3B
Discretionary$655.7M
Non-Disc.$598.1M
Employees235
Clients0
DateAug 2017
Total AUM$1.1B
Discretionary$569.2M
Non-Disc.$489.9M
Employees206
Clients4,000
DateJun 2017
Total AUM$1.1B
Discretionary$569.2M
Non-Disc.$489.9M
Employees206
Clients4,000
DateMar 2017
Total AUM$940.4M
Discretionary$469M
Non-Disc.$471.4M
Employees210
Clients3,700
DateJun 2016
Total AUM$940.4M
Discretionary$469M
Non-Disc.$471.4M
Employees210
Clients3,700
DateMar 2016
Total AUM$940.9M
Discretionary$351.8M
Non-Disc.$589.1M
Employees203
Clients3,600
DateJun 2015
Total AUM$940.9M
Discretionary$351.8M
Non-Disc.$589.1M
Employees203
Clients3,600
DateFeb 2015
Total AUM$986.3M
Discretionary$400.4M
Non-Disc.$585.8M
Employees211
Clients3,800
DateJun 2014
Total AUM$986.3M
Discretionary$400.4M
Non-Disc.$585.8M
Employees211
Clients3,800
DateMar 2014
Total AUM$781.3M
Discretionary$287.1M
Non-Disc.$494.1M
Employees212
Clients3,300
DateJan 2014
Total AUM$781.3M
Discretionary$287.1M
Non-Disc.$494.1M
Employees212
Clients3,300
DateOct 2013
Total AUM$781.3M
Discretionary$287.1M
Non-Disc.$494.1M
Employees212
Clients3,300
DateJun 2013
Total AUM$781.3M
Discretionary$287.1M
Non-Disc.$494.1M
Employees212
Clients3,300
DateApr 2013
Total AUM$615.9M
Discretionary$218.4M
Non-Disc.$397.5M
Employees254
Clients2,500
DateAug 2012
Total AUM$615.9M
Discretionary$218.4M
Non-Disc.$397.5M
Employees51
Clients2,500
DateJul 2012
Total AUM$615.9M
Discretionary$218.4M
Non-Disc.$397.5M
Employees51
Clients2,500
DateJun 2012
Total AUM$615.9M
Discretionary$218.4M
Non-Disc.$397.5M
Employees51
Clients2,500
DateApr 2012
Total AUM$615.9M
Discretionary$218.4M
Non-Disc.$397.5M
Employees51
Clients2,500
DateMar 2012
Total AUM$615.9M
Discretionary$218.4M
Non-Disc.$397.5M
Employees51
Clients2,500
DateMar 2012
Total AUM$615.9M
Discretionary$218.4M
Non-Disc.$397.5M
Employees51
Clients2,500
DateJul 2011
Total AUM$585.3M
Discretionary$277.3M
Non-Disc.$308M
Employees51
Clients--
DateJul 2011
Total AUM$585.3M
Discretionary$277.3M
Non-Disc.$308M
Employees51
Clients--
DateJun 2011
Total AUM$585.3M
Discretionary$277.3M
Non-Disc.$308M
Employees51
Clients--
DateApr 2011
Total AUM$388.5M
Discretionary$137.2M
Non-Disc.$251.3M
Employees51
Clients--
DateJan 2011
Total AUM$388.5M
Discretionary$137.2M
Non-Disc.$251.3M
Employees51
Clients--
DateJan 2011
Total AUM$388.5M
Discretionary$137.2M
Non-Disc.$251.3M
Employees51
Clients--
DateDec 2010
Total AUM$388.5M
Discretionary$137.2M
Non-Disc.$251.3M
Employees51
Clients--
DateJun 2010
Total AUM$388.5M
Discretionary$137.2M
Non-Disc.$251.3M
Employees51
Clients--
DateMay 2010
Total AUM$318.1M
Discretionary$126.4M
Non-Disc.$191.7M
Employees51
Clients--
DateMay 2010
Total AUM$318.1M
Discretionary$126.4M
Non-Disc.$191.7M
Employees51
Clients--
DateSep 2009
Total AUM$318.1M
Discretionary$126.4M
Non-Disc.$191.7M
Employees51
Clients--
DateMay 2009
Total AUM$318.1M
Discretionary$126.4M
Non-Disc.$191.7M
Employees51
Clients--
DateOct 2007
Total AUM$314.9M
Discretionary$131.1M
Non-Disc.$183.8M
Employees51
Clients--
DateAug 2007
Total AUM$314.9M
Discretionary$131.1M
Non-Disc.$183.8M
Employees51
Clients--
DateApr 2007
Total AUM$314.9M
Discretionary$131.1M
Non-Disc.$183.8M
Employees51
Clients--
DateDec 2006
Total AUM$670.6M
Discretionary$380.8M
Non-Disc.$289.7M
Employees51
Clients--
DateMar 2006
Total AUM$670.6M
Discretionary$380.8M
Non-Disc.$289.7M
Employees51
Clients--
DateJan 2006
Total AUM$173M
Discretionary$51.7M
Non-Disc.$121.2M
Employees51
Clients--
DateSep 2005
Total AUM$173M
Discretionary$51.7M
Non-Disc.$121.2M
Employees51
Clients--
DateJan 2005
Total AUM$62.9M
Discretionary$62.9M
Non-Disc.$0
Employees51
Clients--
DateJan 2005
Total AUM$62.9M
Discretionary$62.9M
Non-Disc.$0
Employees51
Clients--
DateJun 2004
Total AUM$62.9M
Discretionary$62.9M
Non-Disc.$0
Employees51
Clients--
DateApr 2002
Total AUM$70.8M
Discretionary$1.6M
Non-Disc.$69.2M
Employees51
Clients--
DateApr 2002
Total AUM$70.8M
Discretionary$1.6M
Non-Disc.$69.2M
Employees51
Clients--
DateApr 2002
Total AUM$70.8M
Discretionary$1.6M
Non-Disc.$69.2M
Employees51
Clients--
DateApr 2002
Total AUM$70.8M
Discretionary$1.6M
Non-Disc.$69.2M
Employees51
Clients--
DateApr 2002
Total AUM$70.8M
Discretionary$1.6M
Non-Disc.$69.2M
Employees51
Clients--