UNDERHILL INVESTMENT MANAGEMENT LLC
CRD #140390 SEC #801-70241 GREENBRAE, CA 415-785-3670
SEC Registered
Total AUM
$191.1M
Discretionary
$191.1M
Employees
6
Clients
--
Accounts
99
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2019 | $191.1M | $191.1M | $0 | 6 | 0 |
| Mar 2018 | $219.6M | $219.6M | $0 | 6 | 0 |
| Nov 2017 | $188M | $188M | $0 | 6 | 0 |
| Feb 2017 | $188M | $188M | $0 | 6 | 26 |
| Mar 2016 | $219.8M | $219.8M | $0 | 7 | 100 |
| Mar 2016 | $219.8M | $219.8M | $0 | 7 | 100 |
| Mar 2016 | $219.8M | $219.8M | $0 | 7 | 100 |
| Mar 2016 | $219.8M | $219.8M | $0 | 7 | 100 |
| Mar 2015 | $247.1M | $247.1M | $0 | 7 | 100 |
| Jan 2015 | $221.7M | $221.7M | $0 | 6 | 100 |
| May 2014 | $221.7M | $221.7M | $0 | 6 | 100 |
| Mar 2014 | $221.7M | $221.7M | $0 | 6 | 100 |
| Nov 2013 | $208.4M | $208.4M | $0 | 6 | 100 |
| Nov 2013 | $208.4M | $208.4M | $0 | 6 | 100 |
| Sep 2013 | $190.7M | $190.7M | $0 | 5 | 26 |
| Jul 2013 | $190.7M | $190.7M | $0 | 6 | 26 |
| Mar 2013 | $194.3M | $194.3M | $0 | 6 | 26 |
| Mar 2012 | $180.1M | $180.1M | $0 | 6 | 26 |
| Mar 2011 | $152.8M | $152.8M | $0 | 10 | -- |
| Jun 2009 | $28M | $28M | $0 | 5 | -- |
DateFeb 2019
Total AUM$191.1M
Discretionary$191.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$219.6M
Discretionary$219.6M
Non-Disc.$0
Employees6
Clients0
DateNov 2017
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees6
Clients0
DateFeb 2017
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees6
Clients26
DateMar 2016
Total AUM$219.8M
Discretionary$219.8M
Non-Disc.$0
Employees7
Clients100
DateMar 2016
Total AUM$219.8M
Discretionary$219.8M
Non-Disc.$0
Employees7
Clients100
DateMar 2016
Total AUM$219.8M
Discretionary$219.8M
Non-Disc.$0
Employees7
Clients100
DateMar 2016
Total AUM$219.8M
Discretionary$219.8M
Non-Disc.$0
Employees7
Clients100
DateMar 2015
Total AUM$247.1M
Discretionary$247.1M
Non-Disc.$0
Employees7
Clients100
DateJan 2015
Total AUM$221.7M
Discretionary$221.7M
Non-Disc.$0
Employees6
Clients100
DateMay 2014
Total AUM$221.7M
Discretionary$221.7M
Non-Disc.$0
Employees6
Clients100
DateMar 2014
Total AUM$221.7M
Discretionary$221.7M
Non-Disc.$0
Employees6
Clients100
DateNov 2013
Total AUM$208.4M
Discretionary$208.4M
Non-Disc.$0
Employees6
Clients100
DateNov 2013
Total AUM$208.4M
Discretionary$208.4M
Non-Disc.$0
Employees6
Clients100
DateSep 2013
Total AUM$190.7M
Discretionary$190.7M
Non-Disc.$0
Employees5
Clients26
DateJul 2013
Total AUM$190.7M
Discretionary$190.7M
Non-Disc.$0
Employees6
Clients26
DateMar 2013
Total AUM$194.3M
Discretionary$194.3M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$180.1M
Discretionary$180.1M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$152.8M
Discretionary$152.8M
Non-Disc.$0
Employees10
Clients--
DateJun 2009
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees5
Clients--