DWM ASSET MANAGEMENT, LLC
CRD #143224 SEC #801-67853 STAMFORD, CT 203-655-5453
SEC Registered Private Funds
Total AUM
$574.2M
Discretionary
$20.2M
Employees
32
Clients
--
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $574.2M | $20.2M | $554M | 32 | 1 |
| Mar 2024 | $554.6M | $43.3M | $511.3M | 35 | 1 |
| Mar 2023 | $519.9M | $39.4M | $480.5M | 37 | 3 |
| Nov 2022 | $490.7M | $46.6M | $444.1M | 32 | 4 |
| Mar 2022 | $490.7M | $46.6M | $444.1M | 32 | 4 |
| Mar 2022 | $615.1M | $64.7M | $550.4M | 32 | 3 |
| Mar 2021 | $615.1M | $64.7M | $550.4M | 32 | 3 |
| Mar 2020 | $516.6M | $64.3M | $452.3M | 29 | 3 |
| Mar 2019 | $427M | $66.1M | $360.9M | 23 | 3 |
| Mar 2018 | $373.1M | $294.9M | $78.3M | 27 | 3 |
| Mar 2017 | $255.3M | $91.7M | $163.6M | 20 | 1 |
| Mar 2016 | $222.7M | $93.2M | $129.5M | 20 | 1 |
| Jul 2015 | $397M | $80M | $317M | 25 | 1 |
| Mar 2015 | $397M | $80M | $317M | 25 | 1 |
| Jun 2014 | $652.4M | $93.6M | $558.8M | 31 | 1 |
| May 2014 | $652.4M | $93.6M | $558.8M | 31 | 1 |
| Mar 2014 | $652.4M | $93.6M | $558.8M | 31 | 1 |
| May 2013 | $777.5M | $82.9M | $694.6M | 36 | 1 |
| Mar 2013 | $777.5M | $82.9M | $694.6M | 36 | 1 |
| May 2012 | $760.3M | $325.4M | $434.9M | 11 | 1 |
| Mar 2012 | $760.3M | $325.4M | $434.9M | 11 | 1 |
| Jul 2011 | $638.7M | $200.2M | $438.5M | -- | -- |
| Mar 2011 | $638.7M | $200.2M | $438.5M | -- | -- |
| Mar 2011 | $638.7M | $438.5M | $200.2M | -- | -- |
| Sep 2010 | $623.7M | $176.6M | $447.2M | -- | -- |
| Apr 2010 | $623.7M | $176.6M | $447.2M | -- | -- |
| Oct 2009 | $637.9M | $178.7M | $459.1M | -- | -- |
| Aug 2007 | $25.3M | $0 | $25.3M | 10 | -- |
| Apr 2007 | $20M | $0 | $20M | 10 | -- |
| Apr 2007 | $20M | $0 | $20M | 10 | -- |
DateMar 2025
Total AUM$574.2M
Discretionary$20.2M
Non-Disc.$554M
Employees32
Clients1
DateMar 2024
Total AUM$554.6M
Discretionary$43.3M
Non-Disc.$511.3M
Employees35
Clients1
DateMar 2023
Total AUM$519.9M
Discretionary$39.4M
Non-Disc.$480.5M
Employees37
Clients3
DateNov 2022
Total AUM$490.7M
Discretionary$46.6M
Non-Disc.$444.1M
Employees32
Clients4
DateMar 2022
Total AUM$490.7M
Discretionary$46.6M
Non-Disc.$444.1M
Employees32
Clients4
DateMar 2022
Total AUM$615.1M
Discretionary$64.7M
Non-Disc.$550.4M
Employees32
Clients3
DateMar 2021
Total AUM$615.1M
Discretionary$64.7M
Non-Disc.$550.4M
Employees32
Clients3
DateMar 2020
Total AUM$516.6M
Discretionary$64.3M
Non-Disc.$452.3M
Employees29
Clients3
DateMar 2019
Total AUM$427M
Discretionary$66.1M
Non-Disc.$360.9M
Employees23
Clients3
DateMar 2018
Total AUM$373.1M
Discretionary$294.9M
Non-Disc.$78.3M
Employees27
Clients3
DateMar 2017
Total AUM$255.3M
Discretionary$91.7M
Non-Disc.$163.6M
Employees20
Clients1
DateMar 2016
Total AUM$222.7M
Discretionary$93.2M
Non-Disc.$129.5M
Employees20
Clients1
DateJul 2015
Total AUM$397M
Discretionary$80M
Non-Disc.$317M
Employees25
Clients1
DateMar 2015
Total AUM$397M
Discretionary$80M
Non-Disc.$317M
Employees25
Clients1
DateJun 2014
Total AUM$652.4M
Discretionary$93.6M
Non-Disc.$558.8M
Employees31
Clients1
DateMay 2014
Total AUM$652.4M
Discretionary$93.6M
Non-Disc.$558.8M
Employees31
Clients1
DateMar 2014
Total AUM$652.4M
Discretionary$93.6M
Non-Disc.$558.8M
Employees31
Clients1
DateMay 2013
Total AUM$777.5M
Discretionary$82.9M
Non-Disc.$694.6M
Employees36
Clients1
DateMar 2013
Total AUM$777.5M
Discretionary$82.9M
Non-Disc.$694.6M
Employees36
Clients1
DateMay 2012
Total AUM$760.3M
Discretionary$325.4M
Non-Disc.$434.9M
Employees11
Clients1
DateMar 2012
Total AUM$760.3M
Discretionary$325.4M
Non-Disc.$434.9M
Employees11
Clients1
DateJul 2011
Total AUM$638.7M
Discretionary$200.2M
Non-Disc.$438.5M
Employees--
Clients--
DateMar 2011
Total AUM$638.7M
Discretionary$200.2M
Non-Disc.$438.5M
Employees--
Clients--
DateMar 2011
Total AUM$638.7M
Discretionary$438.5M
Non-Disc.$200.2M
Employees--
Clients--
DateSep 2010
Total AUM$623.7M
Discretionary$176.6M
Non-Disc.$447.2M
Employees--
Clients--
DateApr 2010
Total AUM$623.7M
Discretionary$176.6M
Non-Disc.$447.2M
Employees--
Clients--
DateOct 2009
Total AUM$637.9M
Discretionary$178.7M
Non-Disc.$459.1M
Employees--
Clients--
DateAug 2007
Total AUM$25.3M
Discretionary$0
Non-Disc.$25.3M
Employees10
Clients--
DateApr 2007
Total AUM$20M
Discretionary$0
Non-Disc.$20M
Employees10
Clients--
DateApr 2007
Total AUM$20M
Discretionary$0
Non-Disc.$20M
Employees10
Clients--