WAKEFIELD ASSET MANAGEMENT, LLLP
CRD #143720 SEC #801-68152 ENGLEWOOD, CO 303-771-0630
SEC Registered
Total AUM
$371.2M
Discretionary
$370.9M
Employees
10
Clients
101
Accounts
580
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $371.2M | $370.9M | $321.4K | 10 | 14 |
| Mar 2024 | $343.1M | $342.8M | $271.8K | 11 | 14 |
| Jul 2023 | $312.6M | $312.3M | $295.6K | 11 | 14 |
| Mar 2023 | $312.6M | $312.3M | $295.6K | 11 | 14 |
| Mar 2022 | $352.5M | $352.2M | $270.3K | 9 | 14 |
| Mar 2021 | $293.5M | $293.3M | $209.6K | 8 | 14 |
| Jun 2020 | $279.1M | $278.2M | $929K | 8 | 14 |
| Mar 2020 | $279.1M | $278.2M | $929K | 8 | 14 |
| Dec 2019 | $240.8M | $240M | $748K | 8 | 10 |
| Dec 2019 | $240.8M | $240M | $748K | 8 | 10 |
| Mar 2019 | $240.8M | $240M | $748K | 8 | 10 |
| Sep 2018 | $265.9M | $265M | $943K | 8 | 11 |
| Mar 2018 | $265.9M | $265M | $943K | 8 | 11 |
| Mar 2017 | $518.5M | $213.8M | $304.6M | 7 | 200 |
| Mar 2016 | $381M | $181.6M | $199.4M | 8 | 200 |
| Mar 2015 | $268.6M | $169.8M | $98.8M | 8 | 200 |
| Jan 2015 | $225.2M | $157.9M | $67.3M | 9 | 200 |
| Mar 2014 | $225.2M | $157.9M | $67.3M | 9 | 200 |
| Apr 2013 | $164.7M | $127.3M | $37.3M | 9 | 150 |
| Mar 2012 | $110.3M | $104.4M | $5.9M | 6 | 150 |
| Jun 2011 | $111M | $105.4M | $5.5M | 10 | -- |
| Mar 2011 | $111M | $105.4M | $5.5M | 10 | -- |
| Nov 2007 | $82M | $55.6M | $26.3M | 10 | -- |
DateMar 2025
Total AUM$371.2M
Discretionary$370.9M
Non-Disc.$321.4K
Employees10
Clients14
DateMar 2024
Total AUM$343.1M
Discretionary$342.8M
Non-Disc.$271.8K
Employees11
Clients14
DateJul 2023
Total AUM$312.6M
Discretionary$312.3M
Non-Disc.$295.6K
Employees11
Clients14
DateMar 2023
Total AUM$312.6M
Discretionary$312.3M
Non-Disc.$295.6K
Employees11
Clients14
DateMar 2022
Total AUM$352.5M
Discretionary$352.2M
Non-Disc.$270.3K
Employees9
Clients14
DateMar 2021
Total AUM$293.5M
Discretionary$293.3M
Non-Disc.$209.6K
Employees8
Clients14
DateJun 2020
Total AUM$279.1M
Discretionary$278.2M
Non-Disc.$929K
Employees8
Clients14
DateMar 2020
Total AUM$279.1M
Discretionary$278.2M
Non-Disc.$929K
Employees8
Clients14
DateDec 2019
Total AUM$240.8M
Discretionary$240M
Non-Disc.$748K
Employees8
Clients10
DateDec 2019
Total AUM$240.8M
Discretionary$240M
Non-Disc.$748K
Employees8
Clients10
DateMar 2019
Total AUM$240.8M
Discretionary$240M
Non-Disc.$748K
Employees8
Clients10
DateSep 2018
Total AUM$265.9M
Discretionary$265M
Non-Disc.$943K
Employees8
Clients11
DateMar 2018
Total AUM$265.9M
Discretionary$265M
Non-Disc.$943K
Employees8
Clients11
DateMar 2017
Total AUM$518.5M
Discretionary$213.8M
Non-Disc.$304.6M
Employees7
Clients200
DateMar 2016
Total AUM$381M
Discretionary$181.6M
Non-Disc.$199.4M
Employees8
Clients200
DateMar 2015
Total AUM$268.6M
Discretionary$169.8M
Non-Disc.$98.8M
Employees8
Clients200
DateJan 2015
Total AUM$225.2M
Discretionary$157.9M
Non-Disc.$67.3M
Employees9
Clients200
DateMar 2014
Total AUM$225.2M
Discretionary$157.9M
Non-Disc.$67.3M
Employees9
Clients200
DateApr 2013
Total AUM$164.7M
Discretionary$127.3M
Non-Disc.$37.3M
Employees9
Clients150
DateMar 2012
Total AUM$110.3M
Discretionary$104.4M
Non-Disc.$5.9M
Employees6
Clients150
DateJun 2011
Total AUM$111M
Discretionary$105.4M
Non-Disc.$5.5M
Employees10
Clients--
DateMar 2011
Total AUM$111M
Discretionary$105.4M
Non-Disc.$5.5M
Employees10
Clients--
DateNov 2007
Total AUM$82M
Discretionary$55.6M
Non-Disc.$26.3M
Employees10
Clients--