SLOAN INVESTMENT MANAGEMENT, L.L.C.
CRD #142276 SEC #801-67463 DALLAS, TX 214-720-7500
SEC Registered
Total AUM
$716.2M
Discretionary
$712.6M
Employees
5
Clients
0
Accounts
325
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $716.2M | $712.6M | $3.6M | 5 | 0 |
| May 2023 | $623.4M | $620.3M | $3.1M | 5 | 0 |
| Oct 2022 | $668.8M | $665.7M | $3.2M | 6 | 0 |
| Apr 2022 | $668.8M | $665.7M | $3.2M | 6 | 0 |
| Apr 2021 | $663.7M | $661M | $2.7M | 7 | 0 |
| Mar 2021 | $663.7M | $661M | $2.7M | 7 | 0 |
| Jul 2020 | $608.4M | $606.2M | $2.2M | 5 | 0 |
| Jul 2020 | $608.4M | $606.2M | $2.2M | 5 | 0 |
| Jun 2020 | $608.4M | $606.2M | $2.2M | 5 | 0 |
| Mar 2020 | $608.4M | $606.2M | $2.2M | 6 | 0 |
| Dec 2019 | $567.1M | $565M | $2.1M | 6 | 0 |
| Apr 2019 | $552.3M | $549.6M | $2.7M | 7 | 0 |
| Mar 2018 | $587M | $585M | $2.1M | 7 | 0 |
| Jul 2017 | $506.6M | $505.5M | $1.1M | 8 | 200 |
| Apr 2017 | $477M | $475.9M | $1.1M | 8 | 200 |
| Mar 2017 | $477M | $475.9M | $1.1M | 7 | 200 |
| Oct 2016 | $406.9M | $405.4M | $1.5M | 7 | 200 |
| Mar 2016 | $406.9M | $405.4M | $1.5M | 7 | 200 |
| Feb 2015 | $502.8M | $1.6M | $501.2M | 7 | 300 |
| Feb 2014 | $451.9M | $450.5M | $1.4M | 8 | 300 |
| Jan 2014 | $451.9M | $450.5M | $1.4M | 8 | 300 |
| Jul 2013 | $408.9M | $407.5M | $1.4M | 8 | 700 |
| Mar 2013 | $377.1M | $375.8M | $1.3M | 7 | 700 |
| Mar 2012 | $331.1M | $329.9M | $1.2M | 1 | 700 |
| Apr 2011 | $310.9M | $309.9M | $1.1M | 5 | -- |
| May 2010 | $247.6M | $246.9M | $717.3K | 5 | -- |
| Oct 2009 | $147.2M | $147.2M | $0 | 5 | -- |
| Mar 2009 | $147.2M | $147.2M | $0 | 5 | -- |
| Mar 2008 | $205.1M | $205.1M | $0 | 5 | -- |
| May 2007 | $205.8M | $205.8M | $0 | 5 | -- |
| Feb 2007 | $0 | $0 | $0 | 5 | -- |
| Jan 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2024
Total AUM$716.2M
Discretionary$712.6M
Non-Disc.$3.6M
Employees5
Clients0
DateMay 2023
Total AUM$623.4M
Discretionary$620.3M
Non-Disc.$3.1M
Employees5
Clients0
DateOct 2022
Total AUM$668.8M
Discretionary$665.7M
Non-Disc.$3.2M
Employees6
Clients0
DateApr 2022
Total AUM$668.8M
Discretionary$665.7M
Non-Disc.$3.2M
Employees6
Clients0
DateApr 2021
Total AUM$663.7M
Discretionary$661M
Non-Disc.$2.7M
Employees7
Clients0
DateMar 2021
Total AUM$663.7M
Discretionary$661M
Non-Disc.$2.7M
Employees7
Clients0
DateJul 2020
Total AUM$608.4M
Discretionary$606.2M
Non-Disc.$2.2M
Employees5
Clients0
DateJul 2020
Total AUM$608.4M
Discretionary$606.2M
Non-Disc.$2.2M
Employees5
Clients0
DateJun 2020
Total AUM$608.4M
Discretionary$606.2M
Non-Disc.$2.2M
Employees5
Clients0
DateMar 2020
Total AUM$608.4M
Discretionary$606.2M
Non-Disc.$2.2M
Employees6
Clients0
DateDec 2019
Total AUM$567.1M
Discretionary$565M
Non-Disc.$2.1M
Employees6
Clients0
DateApr 2019
Total AUM$552.3M
Discretionary$549.6M
Non-Disc.$2.7M
Employees7
Clients0
DateMar 2018
Total AUM$587M
Discretionary$585M
Non-Disc.$2.1M
Employees7
Clients0
DateJul 2017
Total AUM$506.6M
Discretionary$505.5M
Non-Disc.$1.1M
Employees8
Clients200
DateApr 2017
Total AUM$477M
Discretionary$475.9M
Non-Disc.$1.1M
Employees8
Clients200
DateMar 2017
Total AUM$477M
Discretionary$475.9M
Non-Disc.$1.1M
Employees7
Clients200
DateOct 2016
Total AUM$406.9M
Discretionary$405.4M
Non-Disc.$1.5M
Employees7
Clients200
DateMar 2016
Total AUM$406.9M
Discretionary$405.4M
Non-Disc.$1.5M
Employees7
Clients200
DateFeb 2015
Total AUM$502.8M
Discretionary$1.6M
Non-Disc.$501.2M
Employees7
Clients300
DateFeb 2014
Total AUM$451.9M
Discretionary$450.5M
Non-Disc.$1.4M
Employees8
Clients300
DateJan 2014
Total AUM$451.9M
Discretionary$450.5M
Non-Disc.$1.4M
Employees8
Clients300
DateJul 2013
Total AUM$408.9M
Discretionary$407.5M
Non-Disc.$1.4M
Employees8
Clients700
DateMar 2013
Total AUM$377.1M
Discretionary$375.8M
Non-Disc.$1.3M
Employees7
Clients700
DateMar 2012
Total AUM$331.1M
Discretionary$329.9M
Non-Disc.$1.2M
Employees1
Clients700
DateApr 2011
Total AUM$310.9M
Discretionary$309.9M
Non-Disc.$1.1M
Employees5
Clients--
DateMay 2010
Total AUM$247.6M
Discretionary$246.9M
Non-Disc.$717.3K
Employees5
Clients--
DateOct 2009
Total AUM$147.2M
Discretionary$147.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$147.2M
Discretionary$147.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$205.1M
Discretionary$205.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$205.8M
Discretionary$205.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--