THE TOKARZ GROUP ADVISERS LLC
CRD #141577 SEC #801-67221 PURCHASE, NY 914-701-0310
SEC Registered Private Funds
Total AUM
$31.3M
Discretionary
$0
Employees
4
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $31.3M | $0 | $31.3M | 4 | 0 |
| Mar 2024 | $34M | $0 | $34M | 4 | 0 |
| Aug 2023 | $36.9M | $0 | $36.9M | 4 | 0 |
| Mar 2023 | $159.1M | $118.1M | $41.1M | 13 | 0 |
| May 2022 | $160.7M | $91M | $69.7M | 15 | 0 |
| Mar 2022 | $160.7M | $91M | $69.7M | 15 | 0 |
| Mar 2021 | $84M | $13.4M | $70.6M | 17 | 0 |
| Mar 2020 | $483.7M | $483.7M | $0 | 17 | 0 |
| Mar 2019 | $477.1M | $477.1M | $0 | 21 | 0 |
| Mar 2018 | $514.7M | $514.7M | $0 | 22 | 0 |
| Mar 2017 | $539.9M | $539.9M | $0 | 20 | 1 |
| Mar 2016 | $673.9M | $673.9M | $0 | 22 | 1 |
| Mar 2015 | $727.4M | $727.4M | $0 | 22 | 1 |
| Oct 2014 | $700.4M | $700.4M | $0 | 24 | 1 |
| Mar 2014 | $765.4M | $765.4M | $0 | 21 | 1 |
| Sep 2013 | $565.5M | $565.5M | $0 | 21 | 1 |
| Mar 2013 | $565.5M | $565.5M | $0 | 21 | 1 |
| Mar 2012 | $511M | $511M | $0 | 11 | 1 |
| Apr 2011 | $569.3M | $569.3M | $0 | -- | -- |
| Mar 2011 | $569.3M | $569.3M | $0 | -- | -- |
| Jan 2011 | $580.4M | $580.4M | $0 | -- | -- |
| Oct 2009 | $498.7M | $498.7M | $0 | -- | -- |
| Mar 2009 | $498.7M | $498.7M | $0 | -- | -- |
| Mar 2008 | $480M | $480M | $0 | -- | -- |
| Mar 2007 | $430M | $430M | $0 | -- | -- |
DateMar 2025
Total AUM$31.3M
Discretionary$0
Non-Disc.$31.3M
Employees4
Clients0
DateMar 2024
Total AUM$34M
Discretionary$0
Non-Disc.$34M
Employees4
Clients0
DateAug 2023
Total AUM$36.9M
Discretionary$0
Non-Disc.$36.9M
Employees4
Clients0
DateMar 2023
Total AUM$159.1M
Discretionary$118.1M
Non-Disc.$41.1M
Employees13
Clients0
DateMay 2022
Total AUM$160.7M
Discretionary$91M
Non-Disc.$69.7M
Employees15
Clients0
DateMar 2022
Total AUM$160.7M
Discretionary$91M
Non-Disc.$69.7M
Employees15
Clients0
DateMar 2021
Total AUM$84M
Discretionary$13.4M
Non-Disc.$70.6M
Employees17
Clients0
DateMar 2020
Total AUM$483.7M
Discretionary$483.7M
Non-Disc.$0
Employees17
Clients0
DateMar 2019
Total AUM$477.1M
Discretionary$477.1M
Non-Disc.$0
Employees21
Clients0
DateMar 2018
Total AUM$514.7M
Discretionary$514.7M
Non-Disc.$0
Employees22
Clients0
DateMar 2017
Total AUM$539.9M
Discretionary$539.9M
Non-Disc.$0
Employees20
Clients1
DateMar 2016
Total AUM$673.9M
Discretionary$673.9M
Non-Disc.$0
Employees22
Clients1
DateMar 2015
Total AUM$727.4M
Discretionary$727.4M
Non-Disc.$0
Employees22
Clients1
DateOct 2014
Total AUM$700.4M
Discretionary$700.4M
Non-Disc.$0
Employees24
Clients1
DateMar 2014
Total AUM$765.4M
Discretionary$765.4M
Non-Disc.$0
Employees21
Clients1
DateSep 2013
Total AUM$565.5M
Discretionary$565.5M
Non-Disc.$0
Employees21
Clients1
DateMar 2013
Total AUM$565.5M
Discretionary$565.5M
Non-Disc.$0
Employees21
Clients1
DateMar 2012
Total AUM$511M
Discretionary$511M
Non-Disc.$0
Employees11
Clients1
DateApr 2011
Total AUM$569.3M
Discretionary$569.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$569.3M
Discretionary$569.3M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$580.4M
Discretionary$580.4M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$498.7M
Discretionary$498.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$498.7M
Discretionary$498.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$480M
Discretionary$480M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$430M
Discretionary$430M
Non-Disc.$0
Employees--
Clients--