LOURD CAPITAL, LLC
Legal name: LOURDMURRAY
CRD #140305 SEC #801-66803 BEVERLY HILLS, CA 800-780-9858
SEC Registered
Total AUM
$4B
Discretionary
$3.7B
Employees
26
Clients
101
Accounts
1,736
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $3.6B | $3.3B | $318.3M | 23 | 0 |
| Dec 2018 | $4B | $3.7B | $302.4M | 26 | 0 |
| Feb 2018 | $4B | $3.7B | $302.4M | 26 | 0 |
| Oct 2017 | $3.6B | $3.3B | $318.9M | 21 | 0 |
| Sep 2017 | $3.6B | $3.3B | $318.9M | 21 | 500 |
| Sep 2017 | $3.6B | $3.3B | $318.9M | 21 | 500 |
| May 2017 | $3.6B | $3.3B | $318.9M | 21 | 500 |
| Mar 2017 | $3.6B | $3.3B | $318.9M | 21 | 500 |
| Dec 2016 | $3B | $2.8B | $257.6M | 24 | 600 |
| Jul 2016 | $3B | $2.8B | $257.6M | 19 | 600 |
| May 2016 | $3B | $2.8B | $257.6M | 19 | 600 |
| Mar 2016 | $3B | $2.8B | $257.6M | 19 | 600 |
| Dec 2015 | $3.3B | $3B | $280.4M | 20 | 400 |
| Jul 2015 | $3.3B | $3B | $280.4M | 20 | 400 |
| Mar 2015 | $3.3B | $3B | $280.4M | 20 | 400 |
| Dec 2014 | $2.9B | $2.6B | $321M | 19 | 400 |
| Mar 2014 | $2.9B | $2.6B | $321M | 19 | 400 |
| Oct 2013 | $2.4B | $2.1B | $305.3M | 17 | 400 |
| Jul 2013 | $2.4B | $2.1B | $305.3M | 17 | 400 |
| Mar 2013 | $2.4B | $2.1B | $305.3M | 13 | 400 |
| Nov 2012 | $1.9B | $1.9B | $65.4M | 11 | 300 |
| Oct 2012 | $650.1M | $444.7M | $205.4M | 6 | 300 |
| Sep 2012 | $650.1M | $444.7M | $205.4M | 6 | 300 |
| Mar 2012 | $650.1M | $205.4M | $444.7M | 6 | 300 |
| May 2011 | $589.7M | $356.4M | $233.2M | 10 | -- |
| Mar 2009 | $214.1M | $141M | $73M | 5 | -- |
| Oct 2007 | $261.2M | $132.6M | $128.5M | 5 | -- |
| Oct 2007 | $261.2M | $132.6M | $128.5M | 5 | -- |
| Oct 2007 | $261.2M | $132.6M | $128.5M | 5 | -- |
| Feb 2007 | $261.2M | $132.6M | $128.5M | 5 | -- |
DateMar 2019
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$318.3M
Employees23
Clients0
DateDec 2018
Total AUM$4B
Discretionary$3.7B
Non-Disc.$302.4M
Employees26
Clients0
DateFeb 2018
Total AUM$4B
Discretionary$3.7B
Non-Disc.$302.4M
Employees26
Clients0
DateOct 2017
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$318.9M
Employees21
Clients0
DateSep 2017
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$318.9M
Employees21
Clients500
DateSep 2017
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$318.9M
Employees21
Clients500
DateMay 2017
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$318.9M
Employees21
Clients500
DateMar 2017
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$318.9M
Employees21
Clients500
DateDec 2016
Total AUM$3B
Discretionary$2.8B
Non-Disc.$257.6M
Employees24
Clients600
DateJul 2016
Total AUM$3B
Discretionary$2.8B
Non-Disc.$257.6M
Employees19
Clients600
DateMay 2016
Total AUM$3B
Discretionary$2.8B
Non-Disc.$257.6M
Employees19
Clients600
DateMar 2016
Total AUM$3B
Discretionary$2.8B
Non-Disc.$257.6M
Employees19
Clients600
DateDec 2015
Total AUM$3.3B
Discretionary$3B
Non-Disc.$280.4M
Employees20
Clients400
DateJul 2015
Total AUM$3.3B
Discretionary$3B
Non-Disc.$280.4M
Employees20
Clients400
DateMar 2015
Total AUM$3.3B
Discretionary$3B
Non-Disc.$280.4M
Employees20
Clients400
DateDec 2014
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$321M
Employees19
Clients400
DateMar 2014
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$321M
Employees19
Clients400
DateOct 2013
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$305.3M
Employees17
Clients400
DateJul 2013
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$305.3M
Employees17
Clients400
DateMar 2013
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$305.3M
Employees13
Clients400
DateNov 2012
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$65.4M
Employees11
Clients300
DateOct 2012
Total AUM$650.1M
Discretionary$444.7M
Non-Disc.$205.4M
Employees6
Clients300
DateSep 2012
Total AUM$650.1M
Discretionary$444.7M
Non-Disc.$205.4M
Employees6
Clients300
DateMar 2012
Total AUM$650.1M
Discretionary$205.4M
Non-Disc.$444.7M
Employees6
Clients300
DateMay 2011
Total AUM$589.7M
Discretionary$356.4M
Non-Disc.$233.2M
Employees10
Clients--
DateMar 2009
Total AUM$214.1M
Discretionary$141M
Non-Disc.$73M
Employees5
Clients--
DateOct 2007
Total AUM$261.2M
Discretionary$132.6M
Non-Disc.$128.5M
Employees5
Clients--
DateOct 2007
Total AUM$261.2M
Discretionary$132.6M
Non-Disc.$128.5M
Employees5
Clients--
DateOct 2007
Total AUM$261.2M
Discretionary$132.6M
Non-Disc.$128.5M
Employees5
Clients--
DateFeb 2007
Total AUM$261.2M
Discretionary$132.6M
Non-Disc.$128.5M
Employees5
Clients--