METHOD ADVISORS, LLC
CRD #144644 SEC #801-68202 NEEDHAM, MA 617-426-4610
SEC Registered Private Funds
Total AUM
$150.1M
Discretionary
$97.8M
Employees
5
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $147.2M | $83.9M | $63.3M | 5 | 4 |
| Jan 2022 | $150.1M | $97.8M | $52.3M | 5 | 4 |
| Jun 2021 | $150.1M | $97.8M | $52.3M | 5 | 4 |
| Mar 2021 | $150.1M | $97.8M | $52.3M | 5 | 4 |
| Oct 2020 | $90.2M | $90.2M | $0 | 3 | 2 |
| Mar 2020 | $90.2M | $90.2M | $0 | 3 | 2 |
| Jul 2019 | $95.7M | $95.7M | $0 | 3 | 2 |
| Mar 2019 | $95.7M | $95.7M | $0 | 3 | 2 |
| Sep 2018 | $98.4M | $98.4M | $0 | 3 | 2 |
| Jun 2018 | $98.4M | $98.4M | $0 | 3 | 2 |
| Mar 2018 | $98.4M | $98.4M | $0 | 3 | 2 |
| Mar 2017 | $102.9M | $102.9M | $0 | 5 | 1 |
| Mar 2016 | $118.3M | $118.3M | $0 | 2 | 1 |
| Mar 2015 | $111.8M | $111.8M | $0 | 3 | 1 |
| Mar 2014 | $107.6M | $107.6M | $0 | 3 | 1 |
| Jun 2013 | $112.2M | $112.2M | $0 | 3 | 1 |
| Mar 2013 | $112.2M | $112.2M | $0 | 3 | 1 |
| Jul 2012 | $117.2M | $117.2M | $0 | 1 | 1 |
| Mar 2012 | $117.2M | $117.2M | $0 | 1 | 1 |
| Mar 2011 | $88.7M | $88.7M | $0 | 5 | -- |
| Dec 2007 | $0 | $0 | $0 | 5 | -- |
| Nov 2007 | $0 | $0 | $0 | 5 | -- |
| Sep 2007 | $75M | $75M | $0 | 5 | -- |
| Aug 2007 | $75M | $75M | $0 | 5 | -- |
DateMar 2022
Total AUM$147.2M
Discretionary$83.9M
Non-Disc.$63.3M
Employees5
Clients4
DateJan 2022
Total AUM$150.1M
Discretionary$97.8M
Non-Disc.$52.3M
Employees5
Clients4
DateJun 2021
Total AUM$150.1M
Discretionary$97.8M
Non-Disc.$52.3M
Employees5
Clients4
DateMar 2021
Total AUM$150.1M
Discretionary$97.8M
Non-Disc.$52.3M
Employees5
Clients4
DateOct 2020
Total AUM$90.2M
Discretionary$90.2M
Non-Disc.$0
Employees3
Clients2
DateMar 2020
Total AUM$90.2M
Discretionary$90.2M
Non-Disc.$0
Employees3
Clients2
DateJul 2019
Total AUM$95.7M
Discretionary$95.7M
Non-Disc.$0
Employees3
Clients2
DateMar 2019
Total AUM$95.7M
Discretionary$95.7M
Non-Disc.$0
Employees3
Clients2
DateSep 2018
Total AUM$98.4M
Discretionary$98.4M
Non-Disc.$0
Employees3
Clients2
DateJun 2018
Total AUM$98.4M
Discretionary$98.4M
Non-Disc.$0
Employees3
Clients2
DateMar 2018
Total AUM$98.4M
Discretionary$98.4M
Non-Disc.$0
Employees3
Clients2
DateMar 2017
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees5
Clients1
DateMar 2016
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees2
Clients1
DateMar 2015
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees3
Clients1
DateMar 2014
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees3
Clients1
DateJun 2013
Total AUM$112.2M
Discretionary$112.2M
Non-Disc.$0
Employees3
Clients1
DateMar 2013
Total AUM$112.2M
Discretionary$112.2M
Non-Disc.$0
Employees3
Clients1
DateJul 2012
Total AUM$117.2M
Discretionary$117.2M
Non-Disc.$0
Employees1
Clients1
DateMar 2012
Total AUM$117.2M
Discretionary$117.2M
Non-Disc.$0
Employees1
Clients1
DateMar 2011
Total AUM$88.7M
Discretionary$88.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--