INVESTOR'S CAPITAL MANAGEMENT, LLC
CRD #141060 SEC #801-66929 MENLO PARK, CA 866 966 9291
SEC Registered
Total AUM
$170.1M
Discretionary
$162.7M
Employees
4
Clients
51
Accounts
421
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2023 | $170.1M | $162.7M | $7.3M | 4 | 16 |
| Mar 2023 | $170.1M | $162.7M | $7.3M | 4 | 16 |
| Nov 2022 | $191M | $180.3M | $10.7M | 4 | 22 |
| Feb 2022 | $191M | $180.3M | $10.7M | 4 | 22 |
| Nov 2021 | $176.2M | $169.3M | $7M | 5 | 14 |
| Oct 2021 | $176.2M | $169.3M | $7M | 5 | 14 |
| Mar 2021 | $176.2M | $169.3M | $7M | 5 | 14 |
| Jun 2020 | $166.1M | $159.5M | $6.6M | 5 | 15 |
| May 2020 | $166.1M | $159.5M | $6.6M | 5 | 15 |
| Apr 2019 | $135.5M | $127.1M | $8.5M | 5 | 14 |
| Mar 2018 | $136.9M | $130M | $6.9M | 4 | 16 |
| Mar 2017 | $109.1M | $103.7M | $5.4M | 4 | 26 |
| Dec 2016 | $104.4M | $101.5M | $2.8M | 4 | 26 |
| Sep 2016 | $104.4M | $101.5M | $2.8M | 4 | 26 |
| Mar 2016 | $104.4M | $101.5M | $2.8M | 4 | 26 |
| Mar 2015 | $107.6M | $104.6M | $3M | 4 | 26 |
| Sep 2014 | $227.1M | $220.9M | $6.2M | 5 | 100 |
| Sep 2014 | $227.1M | $220.9M | $6.2M | 5 | 100 |
| Mar 2014 | $227.1M | $220.9M | $6.2M | 5 | 100 |
| Apr 2013 | $217.2M | $208.2M | $9M | 6 | 100 |
| Mar 2012 | $179.2M | $168.3M | $10.9M | 1 | 200 |
| Mar 2011 | $167.1M | $164M | $3.2M | 5 | -- |
| Mar 2011 | $167.1M | $164M | $3.2M | 5 | -- |
| Mar 2007 | $155M | $92.6M | $62.4M | 5 | -- |
| Mar 2007 | $155M | $92.6M | $62.4M | 5 | -- |
DateMay 2023
Total AUM$170.1M
Discretionary$162.7M
Non-Disc.$7.3M
Employees4
Clients16
DateMar 2023
Total AUM$170.1M
Discretionary$162.7M
Non-Disc.$7.3M
Employees4
Clients16
DateNov 2022
Total AUM$191M
Discretionary$180.3M
Non-Disc.$10.7M
Employees4
Clients22
DateFeb 2022
Total AUM$191M
Discretionary$180.3M
Non-Disc.$10.7M
Employees4
Clients22
DateNov 2021
Total AUM$176.2M
Discretionary$169.3M
Non-Disc.$7M
Employees5
Clients14
DateOct 2021
Total AUM$176.2M
Discretionary$169.3M
Non-Disc.$7M
Employees5
Clients14
DateMar 2021
Total AUM$176.2M
Discretionary$169.3M
Non-Disc.$7M
Employees5
Clients14
DateJun 2020
Total AUM$166.1M
Discretionary$159.5M
Non-Disc.$6.6M
Employees5
Clients15
DateMay 2020
Total AUM$166.1M
Discretionary$159.5M
Non-Disc.$6.6M
Employees5
Clients15
DateApr 2019
Total AUM$135.5M
Discretionary$127.1M
Non-Disc.$8.5M
Employees5
Clients14
DateMar 2018
Total AUM$136.9M
Discretionary$130M
Non-Disc.$6.9M
Employees4
Clients16
DateMar 2017
Total AUM$109.1M
Discretionary$103.7M
Non-Disc.$5.4M
Employees4
Clients26
DateDec 2016
Total AUM$104.4M
Discretionary$101.5M
Non-Disc.$2.8M
Employees4
Clients26
DateSep 2016
Total AUM$104.4M
Discretionary$101.5M
Non-Disc.$2.8M
Employees4
Clients26
DateMar 2016
Total AUM$104.4M
Discretionary$101.5M
Non-Disc.$2.8M
Employees4
Clients26
DateMar 2015
Total AUM$107.6M
Discretionary$104.6M
Non-Disc.$3M
Employees4
Clients26
DateSep 2014
Total AUM$227.1M
Discretionary$220.9M
Non-Disc.$6.2M
Employees5
Clients100
DateSep 2014
Total AUM$227.1M
Discretionary$220.9M
Non-Disc.$6.2M
Employees5
Clients100
DateMar 2014
Total AUM$227.1M
Discretionary$220.9M
Non-Disc.$6.2M
Employees5
Clients100
DateApr 2013
Total AUM$217.2M
Discretionary$208.2M
Non-Disc.$9M
Employees6
Clients100
DateMar 2012
Total AUM$179.2M
Discretionary$168.3M
Non-Disc.$10.9M
Employees1
Clients200
DateMar 2011
Total AUM$167.1M
Discretionary$164M
Non-Disc.$3.2M
Employees5
Clients--
DateMar 2011
Total AUM$167.1M
Discretionary$164M
Non-Disc.$3.2M
Employees5
Clients--
DateMar 2007
Total AUM$155M
Discretionary$92.6M
Non-Disc.$62.4M
Employees5
Clients--
DateMar 2007
Total AUM$155M
Discretionary$92.6M
Non-Disc.$62.4M
Employees5
Clients--