RIA Intelligence

FILLMORE CAPITAL PARTNERS, LLC

CRD #139256 SEC #801-73276 POWELL, OH 614-781-1420
SEC Registered Private Funds
Total AUM
$1.4B
Discretionary
$291.1M
Employees
25
Clients
--
Accounts
3

AUM Over Time

DateMay 2025
Total AUM$1.4B
Discretionary$291.1M
Non-Disc.$1.1B
Employees25
Clients0
DateMar 2025
Total AUM$1.4B
Discretionary$291.1M
Non-Disc.$1.1B
Employees25
Clients0
DateJan 2025
Total AUM$1.4B
Discretionary$280M
Non-Disc.$1.1B
Employees25
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$280M
Non-Disc.$1.1B
Employees25
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees27
Clients0
DateApr 2022
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees24
Clients0
DateOct 2021
Total AUM$845.3M
Discretionary$0
Non-Disc.$845.3M
Employees24
Clients0
DateMar 2021
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees19
Clients0
DateMar 2020
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees19
Clients0
DateMar 2019
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees20
Clients0
DateSep 2018
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees16
Clients0
DateApr 2018
Total AUM$3.1B
Discretionary$152.8M
Non-Disc.$2.9B
Employees12
Clients0
DateMar 2018
Total AUM$3.1B
Discretionary$152.8M
Non-Disc.$2.9B
Employees12
Clients0
DateJul 2017
Total AUM$3.3B
Discretionary$340.8M
Non-Disc.$3B
Employees12
Clients1
DateMar 2017
Total AUM$3.4B
Discretionary$339.3M
Non-Disc.$3B
Employees12
Clients1
DateMar 2016
Total AUM$3.5B
Discretionary$429.5M
Non-Disc.$3B
Employees10
Clients1
DateMar 2015
Total AUM$3.6B
Discretionary$412M
Non-Disc.$3.2B
Employees10
Clients1
DateMar 2014
Total AUM$3.5B
Discretionary$434M
Non-Disc.$3B
Employees10
Clients1
DateApr 2013
Total AUM$3.9B
Discretionary$795.2M
Non-Disc.$3.1B
Employees11
Clients1
DateFeb 2012
Total AUM$4B
Discretionary$651.1M
Non-Disc.$3.3B
Employees--
Clients1