THE EIDEARD GROUP, LLC
CRD #139834 SEC #801-66396 BEDFORD, NH 603-471-9909
SEC Registered Private Funds Disclosures
Total AUM
$180.9M
Discretionary
$89M
Employees
4
Clients
--
Accounts
189
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $180.9M | $89M | $91.9M | 4 | 0 |
| Mar 2024 | $273.6M | $194.1M | $79.4M | 6 | 0 |
| Oct 2023 | $263.3M | $192M | $71.3M | 6 | 0 |
| Mar 2023 | $263.3M | $192M | $71.3M | 6 | 0 |
| Apr 2022 | $318.7M | $233.4M | $85.3M | 7 | 0 |
| Mar 2022 | $318.7M | $233.4M | $85.3M | 7 | 0 |
| Mar 2021 | $332.1M | $232.3M | $99.9M | 7 | 0 |
| Oct 2020 | $486.5M | $397.8M | $88.7M | 9 | 1 |
| Mar 2020 | $486.5M | $397.8M | $88.7M | 9 | 1 |
| Apr 2019 | $539.9M | $483.1M | $56.9M | 11 | 1 |
| Mar 2018 | $606.3M | $522.6M | $83.6M | 10 | 1 |
| Mar 2017 | $578M | $492.7M | $85.3M | 10 | 26 |
| Mar 2016 | $525.3M | $442.2M | $83M | 9 | 26 |
| Mar 2015 | $592.7M | $505.6M | $87.1M | 8 | 26 |
| Mar 2014 | $599.8M | $482.2M | $117.6M | 8 | 26 |
| Mar 2013 | $535.1M | $421.5M | $113.6M | 8 | 26 |
| Jul 2012 | $533M | $422.4M | $110.6M | 1 | 26 |
| Mar 2012 | $533M | $422.4M | $110.6M | 1 | 26 |
| Jun 2011 | $404.5M | $307.5M | $97M | 5 | -- |
| Mar 2010 | $376.1M | $290.7M | $85.4M | 10 | -- |
| Feb 2009 | $385.4M | $285.8M | $99.6M | 10 | -- |
| Feb 2009 | $385.4M | $285.8M | $99.6M | 10 | -- |
| Apr 2007 | $635M | $542M | $93M | 5 | -- |
| Mar 2006 | $0 | $0 | $0 | 5 | -- |
| Mar 2006 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$180.9M
Discretionary$89M
Non-Disc.$91.9M
Employees4
Clients0
DateMar 2024
Total AUM$273.6M
Discretionary$194.1M
Non-Disc.$79.4M
Employees6
Clients0
DateOct 2023
Total AUM$263.3M
Discretionary$192M
Non-Disc.$71.3M
Employees6
Clients0
DateMar 2023
Total AUM$263.3M
Discretionary$192M
Non-Disc.$71.3M
Employees6
Clients0
DateApr 2022
Total AUM$318.7M
Discretionary$233.4M
Non-Disc.$85.3M
Employees7
Clients0
DateMar 2022
Total AUM$318.7M
Discretionary$233.4M
Non-Disc.$85.3M
Employees7
Clients0
DateMar 2021
Total AUM$332.1M
Discretionary$232.3M
Non-Disc.$99.9M
Employees7
Clients0
DateOct 2020
Total AUM$486.5M
Discretionary$397.8M
Non-Disc.$88.7M
Employees9
Clients1
DateMar 2020
Total AUM$486.5M
Discretionary$397.8M
Non-Disc.$88.7M
Employees9
Clients1
DateApr 2019
Total AUM$539.9M
Discretionary$483.1M
Non-Disc.$56.9M
Employees11
Clients1
DateMar 2018
Total AUM$606.3M
Discretionary$522.6M
Non-Disc.$83.6M
Employees10
Clients1
DateMar 2017
Total AUM$578M
Discretionary$492.7M
Non-Disc.$85.3M
Employees10
Clients26
DateMar 2016
Total AUM$525.3M
Discretionary$442.2M
Non-Disc.$83M
Employees9
Clients26
DateMar 2015
Total AUM$592.7M
Discretionary$505.6M
Non-Disc.$87.1M
Employees8
Clients26
DateMar 2014
Total AUM$599.8M
Discretionary$482.2M
Non-Disc.$117.6M
Employees8
Clients26
DateMar 2013
Total AUM$535.1M
Discretionary$421.5M
Non-Disc.$113.6M
Employees8
Clients26
DateJul 2012
Total AUM$533M
Discretionary$422.4M
Non-Disc.$110.6M
Employees1
Clients26
DateMar 2012
Total AUM$533M
Discretionary$422.4M
Non-Disc.$110.6M
Employees1
Clients26
DateJun 2011
Total AUM$404.5M
Discretionary$307.5M
Non-Disc.$97M
Employees5
Clients--
DateMar 2010
Total AUM$376.1M
Discretionary$290.7M
Non-Disc.$85.4M
Employees10
Clients--
DateFeb 2009
Total AUM$385.4M
Discretionary$285.8M
Non-Disc.$99.6M
Employees10
Clients--
DateFeb 2009
Total AUM$385.4M
Discretionary$285.8M
Non-Disc.$99.6M
Employees10
Clients--
DateApr 2007
Total AUM$635M
Discretionary$542M
Non-Disc.$93M
Employees5
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--