BALTER CAPITAL MANAGEMENT LLC
CRD #143880 SEC #801-67874 BOSTON, MA 617-742-4226
SEC Registered
Total AUM
$694.9M
Discretionary
$379.2M
Employees
12
Clients
--
Accounts
22
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2019 | $694.9M | $379.2M | $315.6M | 12 | 0 |
| Mar 2019 | $743.9M | $324.6M | $419.3M | 12 | 0 |
| Apr 2018 | $1.1B | $521.8M | $617.9M | 13 | 0 |
| Mar 2018 | $1.1B | $519.3M | $617.9M | 13 | 0 |
| Dec 2017 | $1.3B | $546.3M | $749.2M | 16 | 0 |
| Jul 2017 | $1.3B | $546.3M | $749.2M | 16 | 26 |
| Mar 2017 | $1.3B | $549.8M | $765M | 16 | 26 |
| Jan 2017 | $1.3B | $558.5M | $729.9M | 19 | 26 |
| Dec 2016 | $1.3B | $558.5M | $729.9M | 15 | 26 |
| Jun 2016 | $1.3B | $520.5M | $782.8M | 14 | 26 |
| Mar 2016 | $1.3B | $520.5M | $782.8M | 14 | 26 |
| Oct 2015 | $1.3B | $506.1M | $765.1M | 10 | 26 |
| Mar 2015 | $1.3B | $371.4M | $977.6M | 10 | 26 |
| Mar 2014 | $1.3B | $352.1M | $900.3M | 7 | 26 |
| Mar 2013 | $1B | $185.9M | $818.7M | 7 | 26 |
| Mar 2012 | $779.7M | $174.5M | $605.2M | 1 | 26 |
| Mar 2012 | $779.7M | $174.5M | $605.2M | 1 | 26 |
| Apr 2011 | $511.7M | $116.4M | $395.3M | 5 | -- |
| Mar 2011 | $511.7M | $116.4M | $395.3M | 5 | -- |
| Jan 2008 | $116.8M | $48.3M | $68.4M | 5 | -- |
| Apr 2007 | $76.3M | $27.2M | $49.2M | 5 | -- |
| Apr 2007 | $76.3M | $27.2M | $49.2M | 5 | -- |
DateJun 2019
Total AUM$694.9M
Discretionary$379.2M
Non-Disc.$315.6M
Employees12
Clients0
DateMar 2019
Total AUM$743.9M
Discretionary$324.6M
Non-Disc.$419.3M
Employees12
Clients0
DateApr 2018
Total AUM$1.1B
Discretionary$521.8M
Non-Disc.$617.9M
Employees13
Clients0
DateMar 2018
Total AUM$1.1B
Discretionary$519.3M
Non-Disc.$617.9M
Employees13
Clients0
DateDec 2017
Total AUM$1.3B
Discretionary$546.3M
Non-Disc.$749.2M
Employees16
Clients0
DateJul 2017
Total AUM$1.3B
Discretionary$546.3M
Non-Disc.$749.2M
Employees16
Clients26
DateMar 2017
Total AUM$1.3B
Discretionary$549.8M
Non-Disc.$765M
Employees16
Clients26
DateJan 2017
Total AUM$1.3B
Discretionary$558.5M
Non-Disc.$729.9M
Employees19
Clients26
DateDec 2016
Total AUM$1.3B
Discretionary$558.5M
Non-Disc.$729.9M
Employees15
Clients26
DateJun 2016
Total AUM$1.3B
Discretionary$520.5M
Non-Disc.$782.8M
Employees14
Clients26
DateMar 2016
Total AUM$1.3B
Discretionary$520.5M
Non-Disc.$782.8M
Employees14
Clients26
DateOct 2015
Total AUM$1.3B
Discretionary$506.1M
Non-Disc.$765.1M
Employees10
Clients26
DateMar 2015
Total AUM$1.3B
Discretionary$371.4M
Non-Disc.$977.6M
Employees10
Clients26
DateMar 2014
Total AUM$1.3B
Discretionary$352.1M
Non-Disc.$900.3M
Employees7
Clients26
DateMar 2013
Total AUM$1B
Discretionary$185.9M
Non-Disc.$818.7M
Employees7
Clients26
DateMar 2012
Total AUM$779.7M
Discretionary$174.5M
Non-Disc.$605.2M
Employees1
Clients26
DateMar 2012
Total AUM$779.7M
Discretionary$174.5M
Non-Disc.$605.2M
Employees1
Clients26
DateApr 2011
Total AUM$511.7M
Discretionary$116.4M
Non-Disc.$395.3M
Employees5
Clients--
DateMar 2011
Total AUM$511.7M
Discretionary$116.4M
Non-Disc.$395.3M
Employees5
Clients--
DateJan 2008
Total AUM$116.8M
Discretionary$48.3M
Non-Disc.$68.4M
Employees5
Clients--
DateApr 2007
Total AUM$76.3M
Discretionary$27.2M
Non-Disc.$49.2M
Employees5
Clients--
DateApr 2007
Total AUM$76.3M
Discretionary$27.2M
Non-Disc.$49.2M
Employees5
Clients--