MINOT DEBLOIS ADVISORS LLC
CRD #140170 SEC #801-69950 BOSTON, MA 617-557-7413
SEC Registered
Total AUM
$1.8B
Discretionary
$177.1M
Employees
4
Clients
0
Accounts
606
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.8B | $177.1M | $1.7B | 4 | 0 |
| Jun 2024 | $1.7B | $146M | $1.6B | 4 | 0 |
| Jun 2024 | $1.7B | $146M | $1.6B | 4 | 0 |
| Mar 2024 | $1.7B | $146M | $1.6B | 4 | 0 |
| Dec 2023 | $1.6B | $149M | $1.5B | 4 | 0 |
| Jul 2023 | $1.6B | $149M | $1.5B | 4 | 0 |
| Mar 2023 | $1.6B | $149M | $1.5B | 4 | 0 |
| Nov 2022 | $1.9B | $149.2M | $1.8B | 4 | 0 |
| Mar 2022 | $1.9B | $149.2M | $1.8B | 4 | 0 |
| Aug 2021 | $1.7B | $129.5M | $1.6B | 4 | 0 |
| Mar 2021 | $1.7B | $129.5M | $1.6B | 4 | 0 |
| Apr 2020 | $1.5B | $85M | $1.4B | 4 | 0 |
| Mar 2019 | $1.3B | $85M | $1.3B | 4 | 0 |
| Mar 2018 | $1.3B | $84.3M | $1.2B | 4 | 0 |
| Dec 2017 | $891M | $51M | $840M | 4 | 0 |
| Mar 2017 | $891M | $51M | $840M | 4 | 26 |
| Dec 2016 | $895M | $84M | $811M | 4 | 26 |
| Mar 2016 | $895M | $84M | $811M | 4 | 26 |
| Dec 2015 | $858.3M | $35M | $823.3M | 5 | 26 |
| Mar 2015 | $858.3M | $35M | $823.3M | 5 | 26 |
| Dec 2014 | $825M | $30M | $795M | 4 | 26 |
| Mar 2014 | $825M | $30M | $795M | 4 | 26 |
| Apr 2013 | $690M | $14M | $676M | 4 | 26 |
| Mar 2012 | $654.7M | $5.2M | $649.5M | 1 | 26 |
| Aug 2011 | $661M | $1.8M | $659.2M | 5 | -- |
| Mar 2011 | $661M | $1.8M | $659.2M | 5 | -- |
DateMar 2025
Total AUM$1.8B
Discretionary$177.1M
Non-Disc.$1.7B
Employees4
Clients0
DateJun 2024
Total AUM$1.7B
Discretionary$146M
Non-Disc.$1.6B
Employees4
Clients0
DateJun 2024
Total AUM$1.7B
Discretionary$146M
Non-Disc.$1.6B
Employees4
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$146M
Non-Disc.$1.6B
Employees4
Clients0
DateDec 2023
Total AUM$1.6B
Discretionary$149M
Non-Disc.$1.5B
Employees4
Clients0
DateJul 2023
Total AUM$1.6B
Discretionary$149M
Non-Disc.$1.5B
Employees4
Clients0
DateMar 2023
Total AUM$1.6B
Discretionary$149M
Non-Disc.$1.5B
Employees4
Clients0
DateNov 2022
Total AUM$1.9B
Discretionary$149.2M
Non-Disc.$1.8B
Employees4
Clients0
DateMar 2022
Total AUM$1.9B
Discretionary$149.2M
Non-Disc.$1.8B
Employees4
Clients0
DateAug 2021
Total AUM$1.7B
Discretionary$129.5M
Non-Disc.$1.6B
Employees4
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$129.5M
Non-Disc.$1.6B
Employees4
Clients0
DateApr 2020
Total AUM$1.5B
Discretionary$85M
Non-Disc.$1.4B
Employees4
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$85M
Non-Disc.$1.3B
Employees4
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$84.3M
Non-Disc.$1.2B
Employees4
Clients0
DateDec 2017
Total AUM$891M
Discretionary$51M
Non-Disc.$840M
Employees4
Clients0
DateMar 2017
Total AUM$891M
Discretionary$51M
Non-Disc.$840M
Employees4
Clients26
DateDec 2016
Total AUM$895M
Discretionary$84M
Non-Disc.$811M
Employees4
Clients26
DateMar 2016
Total AUM$895M
Discretionary$84M
Non-Disc.$811M
Employees4
Clients26
DateDec 2015
Total AUM$858.3M
Discretionary$35M
Non-Disc.$823.3M
Employees5
Clients26
DateMar 2015
Total AUM$858.3M
Discretionary$35M
Non-Disc.$823.3M
Employees5
Clients26
DateDec 2014
Total AUM$825M
Discretionary$30M
Non-Disc.$795M
Employees4
Clients26
DateMar 2014
Total AUM$825M
Discretionary$30M
Non-Disc.$795M
Employees4
Clients26
DateApr 2013
Total AUM$690M
Discretionary$14M
Non-Disc.$676M
Employees4
Clients26
DateMar 2012
Total AUM$654.7M
Discretionary$5.2M
Non-Disc.$649.5M
Employees1
Clients26
DateAug 2011
Total AUM$661M
Discretionary$1.8M
Non-Disc.$659.2M
Employees5
Clients--
DateMar 2011
Total AUM$661M
Discretionary$1.8M
Non-Disc.$659.2M
Employees5
Clients--