COMMERCE STREET INVESTMENT ADVISOR, LLC
Legal name: COMMERCE STREET INVESTMENT MANAGEMENT
CRD #144278 SEC #801-68792 DALLAS, TX 214-545-6800
SEC Registered Private Funds
Total AUM
$876.5M
Discretionary
$240.6M
Employees
16
Clients
--
Accounts
76
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $876.5M | $240.6M | $635.9M | 16 | 1 |
| Mar 2025 | $876.5M | $240.6M | $635.9M | 16 | 1 |
| Jun 2024 | $745.1M | $214.1M | $531M | 16 | 1 |
| Jun 2024 | $745.1M | $214.1M | $531M | 16 | 1 |
| Mar 2024 | $745.1M | $214.1M | $531M | 16 | 1 |
| Mar 2023 | $535.4M | $54.8M | $480.6M | 13 | 1 |
| Jan 2023 | $608.6M | $98.3M | $510.3M | 15 | 0 |
| Jan 2023 | $608.6M | $98.3M | $510.3M | 15 | 0 |
| Sep 2022 | $608.6M | $98.3M | $510.3M | 15 | 0 |
| Jun 2022 | $608.6M | $98.3M | $510.3M | 15 | 0 |
| May 2022 | $608.6M | $98.3M | $510.3M | 15 | 0 |
| Apr 2022 | $608.6M | $98.3M | $510.3M | 15 | 0 |
| Mar 2022 | $608.6M | $98.3M | $510.3M | 15 | 0 |
| Mar 2021 | $515.9M | $91.6M | $424.3M | 15 | 0 |
| Jun 2020 | $387.6M | $67.5M | $320.2M | 15 | 0 |
| Mar 2020 | $387.6M | $67.5M | $320.2M | 15 | 0 |
| Mar 2019 | $135.7M | $51.4M | $84.3M | 15 | 0 |
| Jun 2018 | $111.7M | $62.3M | $49.3M | 20 | 0 |
| Mar 2018 | $111.7M | $62.3M | $49.3M | 20 | 0 |
| Feb 2018 | $113.8M | $86.1M | $27.7M | 21 | 0 |
| Jan 2018 | $113.8M | $86.1M | $27.7M | 21 | 0 |
| Apr 2017 | $113.8M | $86.1M | $27.7M | 21 | 1 |
| Apr 2017 | $113.8M | $86.1M | $27.7M | 21 | 1 |
| Mar 2017 | $113.8M | $86.1M | $27.7M | 21 | 1 |
| Apr 2016 | $102.4M | $102.4M | $0 | 15 | 1 |
| Mar 2016 | $78.1M | $78.1M | $0 | 15 | 1 |
| Dec 2015 | $91.3M | $91.3M | $0 | 23 | 1 |
| Jun 2015 | $91.3M | $91.3M | $0 | 23 | 1 |
| Jun 2015 | $91.3M | $91.3M | $0 | 23 | 1 |
| May 2015 | $91.3M | $91.3M | $0 | 23 | 1 |
| Mar 2015 | $91.3M | $91.3M | $0 | 23 | 1 |
| May 2014 | $117.4M | $117.4M | $0 | 23 | 11 |
| Mar 2014 | $117.4M | $117.4M | $0 | 23 | 11 |
| Nov 2013 | $259.7M | $259.7M | $0 | 23 | 11 |
| Apr 2013 | $259.7M | $259.7M | $0 | 23 | 11 |
| Mar 2013 | $259.7M | $259.7M | $0 | 23 | 11 |
| Aug 2012 | $243.4M | $243.4M | $0 | 11 | 11 |
| Jun 2012 | $238.3M | $238.3M | $0 | 11 | 1 |
| Mar 2012 | $238.3M | $238.3M | $0 | 11 | 1 |
| Apr 2011 | $238.1M | $238.1M | $0 | -- | -- |
| Apr 2011 | $238.1M | $238.1M | $0 | -- | -- |
| Mar 2011 | $238.1M | $238.1M | $0 | -- | -- |
| Feb 2011 | $190.8M | $190.8M | $0 | -- | -- |
| Aug 2010 | $190.8M | $190.8M | $0 | -- | -- |
| Jul 2009 | $90.1M | $90.1M | $0 | -- | -- |
| Jun 2009 | $90.1M | $90.1M | $0 | -- | -- |
| May 2009 | $90.1M | $90.1M | $0 | -- | -- |
| May 2009 | $90.1M | $90.1M | $0 | -- | -- |
| Jan 2008 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$876.5M
Discretionary$240.6M
Non-Disc.$635.9M
Employees16
Clients1
DateMar 2025
Total AUM$876.5M
Discretionary$240.6M
Non-Disc.$635.9M
Employees16
Clients1
DateJun 2024
Total AUM$745.1M
Discretionary$214.1M
Non-Disc.$531M
Employees16
Clients1
DateJun 2024
Total AUM$745.1M
Discretionary$214.1M
Non-Disc.$531M
Employees16
Clients1
DateMar 2024
Total AUM$745.1M
Discretionary$214.1M
Non-Disc.$531M
Employees16
Clients1
DateMar 2023
Total AUM$535.4M
Discretionary$54.8M
Non-Disc.$480.6M
Employees13
Clients1
DateJan 2023
Total AUM$608.6M
Discretionary$98.3M
Non-Disc.$510.3M
Employees15
Clients0
DateJan 2023
Total AUM$608.6M
Discretionary$98.3M
Non-Disc.$510.3M
Employees15
Clients0
DateSep 2022
Total AUM$608.6M
Discretionary$98.3M
Non-Disc.$510.3M
Employees15
Clients0
DateJun 2022
Total AUM$608.6M
Discretionary$98.3M
Non-Disc.$510.3M
Employees15
Clients0
DateMay 2022
Total AUM$608.6M
Discretionary$98.3M
Non-Disc.$510.3M
Employees15
Clients0
DateApr 2022
Total AUM$608.6M
Discretionary$98.3M
Non-Disc.$510.3M
Employees15
Clients0
DateMar 2022
Total AUM$608.6M
Discretionary$98.3M
Non-Disc.$510.3M
Employees15
Clients0
DateMar 2021
Total AUM$515.9M
Discretionary$91.6M
Non-Disc.$424.3M
Employees15
Clients0
DateJun 2020
Total AUM$387.6M
Discretionary$67.5M
Non-Disc.$320.2M
Employees15
Clients0
DateMar 2020
Total AUM$387.6M
Discretionary$67.5M
Non-Disc.$320.2M
Employees15
Clients0
DateMar 2019
Total AUM$135.7M
Discretionary$51.4M
Non-Disc.$84.3M
Employees15
Clients0
DateJun 2018
Total AUM$111.7M
Discretionary$62.3M
Non-Disc.$49.3M
Employees20
Clients0
DateMar 2018
Total AUM$111.7M
Discretionary$62.3M
Non-Disc.$49.3M
Employees20
Clients0
DateFeb 2018
Total AUM$113.8M
Discretionary$86.1M
Non-Disc.$27.7M
Employees21
Clients0
DateJan 2018
Total AUM$113.8M
Discretionary$86.1M
Non-Disc.$27.7M
Employees21
Clients0
DateApr 2017
Total AUM$113.8M
Discretionary$86.1M
Non-Disc.$27.7M
Employees21
Clients1
DateApr 2017
Total AUM$113.8M
Discretionary$86.1M
Non-Disc.$27.7M
Employees21
Clients1
DateMar 2017
Total AUM$113.8M
Discretionary$86.1M
Non-Disc.$27.7M
Employees21
Clients1
DateApr 2016
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees15
Clients1
DateMar 2016
Total AUM$78.1M
Discretionary$78.1M
Non-Disc.$0
Employees15
Clients1
DateDec 2015
Total AUM$91.3M
Discretionary$91.3M
Non-Disc.$0
Employees23
Clients1
DateJun 2015
Total AUM$91.3M
Discretionary$91.3M
Non-Disc.$0
Employees23
Clients1
DateJun 2015
Total AUM$91.3M
Discretionary$91.3M
Non-Disc.$0
Employees23
Clients1
DateMay 2015
Total AUM$91.3M
Discretionary$91.3M
Non-Disc.$0
Employees23
Clients1
DateMar 2015
Total AUM$91.3M
Discretionary$91.3M
Non-Disc.$0
Employees23
Clients1
DateMay 2014
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees23
Clients11
DateMar 2014
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees23
Clients11
DateNov 2013
Total AUM$259.7M
Discretionary$259.7M
Non-Disc.$0
Employees23
Clients11
DateApr 2013
Total AUM$259.7M
Discretionary$259.7M
Non-Disc.$0
Employees23
Clients11
DateMar 2013
Total AUM$259.7M
Discretionary$259.7M
Non-Disc.$0
Employees23
Clients11
DateAug 2012
Total AUM$243.4M
Discretionary$243.4M
Non-Disc.$0
Employees11
Clients11
DateJun 2012
Total AUM$238.3M
Discretionary$238.3M
Non-Disc.$0
Employees11
Clients1
DateMar 2012
Total AUM$238.3M
Discretionary$238.3M
Non-Disc.$0
Employees11
Clients1
DateApr 2011
Total AUM$238.1M
Discretionary$238.1M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$238.1M
Discretionary$238.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$238.1M
Discretionary$238.1M
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$190.8M
Discretionary$190.8M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$190.8M
Discretionary$190.8M
Non-Disc.$0
Employees--
Clients--
DateJul 2009
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees--
Clients--
DateJun 2009
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees--
Clients--
DateMay 2009
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees--
Clients--
DateMay 2009
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--