MIDDLETON DICKINSON CAPITAL MANAGEMENT, LLC
CRD #139363 SEC #801-66187 GENEVA, IL 630-345-6050
SEC Registered
Total AUM
$35.3M
Discretionary
$35.3M
Employees
2
Clients
0
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $35.3M | $35.3M | $0 | 2 | 0 |
| Mar 2022 | $37.2M | $37.2M | $0 | 3 | 2 |
| Mar 2021 | $39.1M | $39.1M | $0 | 4 | 2 |
| Aug 2020 | $52.4M | $52.4M | $0 | 3 | 2 |
| Mar 2020 | $52.4M | $52.4M | $0 | 3 | 2 |
| Apr 2019 | $266.7M | $266.7M | $0 | 5 | 0 |
| Mar 2018 | $286.6M | $286.6M | $0 | 5 | 0 |
| Feb 2017 | $261M | $261M | $0 | 5 | 1 |
| Jan 2017 | $268.5M | $268.5M | $0 | 5 | 1 |
| Mar 2016 | $268.5M | $268.5M | $0 | 5 | 1 |
| Feb 2015 | $279.8M | $279.8M | $0 | 5 | 1 |
| Mar 2014 | $391.5M | $391.5M | $0 | 5 | 1 |
| Mar 2013 | $565M | $565M | $0 | 5 | 1 |
| Mar 2012 | $721.6M | $721.6M | $0 | 1 | 1 |
| Jul 2011 | $783.3M | $783.3M | $0 | 5 | -- |
| Mar 2011 | $783.3M | $783.3M | $0 | 5 | -- |
| Feb 2009 | $685M | $685M | $0 | 5 | -- |
| Mar 2008 | $425M | $425M | $0 | 5 | -- |
| Oct 2007 | $300M | $300M | $0 | 5 | -- |
| Mar 2007 | $300M | $300M | $0 | 5 | -- |
| Mar 2007 | $200M | $200M | $0 | 5 | -- |
| Feb 2006 | $200M | $200M | $0 | 5 | -- |
| Jan 2006 | $200M | $200M | $0 | 5 | -- |
DateMar 2023
Total AUM$35.3M
Discretionary$35.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$37.2M
Discretionary$37.2M
Non-Disc.$0
Employees3
Clients2
DateMar 2021
Total AUM$39.1M
Discretionary$39.1M
Non-Disc.$0
Employees4
Clients2
DateAug 2020
Total AUM$52.4M
Discretionary$52.4M
Non-Disc.$0
Employees3
Clients2
DateMar 2020
Total AUM$52.4M
Discretionary$52.4M
Non-Disc.$0
Employees3
Clients2
DateApr 2019
Total AUM$266.7M
Discretionary$266.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$286.6M
Discretionary$286.6M
Non-Disc.$0
Employees5
Clients0
DateFeb 2017
Total AUM$261M
Discretionary$261M
Non-Disc.$0
Employees5
Clients1
DateJan 2017
Total AUM$268.5M
Discretionary$268.5M
Non-Disc.$0
Employees5
Clients1
DateMar 2016
Total AUM$268.5M
Discretionary$268.5M
Non-Disc.$0
Employees5
Clients1
DateFeb 2015
Total AUM$279.8M
Discretionary$279.8M
Non-Disc.$0
Employees5
Clients1
DateMar 2014
Total AUM$391.5M
Discretionary$391.5M
Non-Disc.$0
Employees5
Clients1
DateMar 2013
Total AUM$565M
Discretionary$565M
Non-Disc.$0
Employees5
Clients1
DateMar 2012
Total AUM$721.6M
Discretionary$721.6M
Non-Disc.$0
Employees1
Clients1
DateJul 2011
Total AUM$783.3M
Discretionary$783.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$783.3M
Discretionary$783.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$685M
Discretionary$685M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$425M
Discretionary$425M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients--