FIRST SANTA FE ADVISORS, LLC
CRD #143742 SEC #801-67927 SANTA FE, NM 505-995-1885
SEC Registered Disclosures
Total AUM
$218.9M
Discretionary
$0
Employees
11
Clients
--
Accounts
101
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2014 | $177.5M | $86.9M | $90.6M | 8 | 187 |
| Mar 2014 | $177.5M | $86.9M | $90.6M | 8 | 187 |
| Jun 2013 | $161.3M | $38.9M | $122.3M | 8 | 163 |
| Apr 2013 | $161.3M | $38.9M | $122.3M | 8 | 163 |
| Mar 2013 | $161.3M | $38.9M | $122.3M | 8 | 163 |
| Nov 2012 | $218.9M | $0 | $218.9M | 8 | 101 |
| Aug 2012 | $218.9M | $0 | $218.9M | 11 | 101 |
| May 2012 | $218.9M | $0 | $218.9M | 11 | 101 |
| Mar 2012 | $218.9M | $0 | $218.9M | 11 | 101 |
| Apr 2011 | $226.5M | $6.2M | $220.3M | -- | -- |
| Jun 2010 | $158.9M | $5.2M | $153.7M | -- | -- |
| Apr 2010 | $158.9M | $5.2M | $153.7M | -- | -- |
| Oct 2007 | $50.7M | $0 | $50.7M | 10 | -- |
| May 2007 | $0 | $0 | $0 | 10 | -- |
DateMay 2014
Total AUM$177.5M
Discretionary$86.9M
Non-Disc.$90.6M
Employees8
Clients187
DateMar 2014
Total AUM$177.5M
Discretionary$86.9M
Non-Disc.$90.6M
Employees8
Clients187
DateJun 2013
Total AUM$161.3M
Discretionary$38.9M
Non-Disc.$122.3M
Employees8
Clients163
DateApr 2013
Total AUM$161.3M
Discretionary$38.9M
Non-Disc.$122.3M
Employees8
Clients163
DateMar 2013
Total AUM$161.3M
Discretionary$38.9M
Non-Disc.$122.3M
Employees8
Clients163
DateNov 2012
Total AUM$218.9M
Discretionary$0
Non-Disc.$218.9M
Employees8
Clients101
DateAug 2012
Total AUM$218.9M
Discretionary$0
Non-Disc.$218.9M
Employees11
Clients101
DateMay 2012
Total AUM$218.9M
Discretionary$0
Non-Disc.$218.9M
Employees11
Clients101
DateMar 2012
Total AUM$218.9M
Discretionary$0
Non-Disc.$218.9M
Employees11
Clients101
DateApr 2011
Total AUM$226.5M
Discretionary$6.2M
Non-Disc.$220.3M
Employees--
Clients--
DateJun 2010
Total AUM$158.9M
Discretionary$5.2M
Non-Disc.$153.7M
Employees--
Clients--
DateApr 2010
Total AUM$158.9M
Discretionary$5.2M
Non-Disc.$153.7M
Employees--
Clients--
DateOct 2007
Total AUM$50.7M
Discretionary$0
Non-Disc.$50.7M
Employees10
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--