CATHERINE AVERY INVESTMENT MANAGEMENT LLC
Legal name: CAIM LLC
CRD #144946 SEC #801-110097 LONGBOAT KEY, FL 941-388-7249
SEC Registered
Total AUM
$178.9M
Discretionary
$172.2M
Employees
4
Clients
10
Accounts
202
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $178.9M | $172.2M | $6.7M | 4 | 0 |
| Mar 2025 | $178.9M | $172.2M | $6.7M | 4 | 0 |
| Jul 2024 | $111.6M | $105.4M | $6.2M | 4 | 0 |
| Mar 2024 | $111.6M | $105.4M | $6.2M | 4 | 0 |
| Mar 2023 | $110.6M | $105.1M | $5.5M | 4 | 0 |
| Mar 2022 | $105.5M | $98.7M | $6.8M | 4 | 0 |
| Sep 2021 | $90.6M | $84.7M | $5.8M | 3 | 0 |
| Mar 2021 | $90.6M | $84.7M | $5.8M | 3 | 0 |
| Dec 2020 | $128M | $122.5M | $5.5M | 3 | 0 |
| Jun 2020 | $128M | $122.5M | $5.5M | 3 | 0 |
| Apr 2020 | $128M | $122.5M | $5.5M | 3 | 0 |
| Mar 2020 | $128M | $122.5M | $5.5M | 3 | 0 |
| Jan 2020 | $125.3M | $120.8M | $4.5M | 3 | 0 |
| Mar 2019 | $125.3M | $120.8M | $4.5M | 3 | 0 |
| Mar 2018 | $112.8M | $108.7M | $4.2M | 1 | 0 |
| Jul 2017 | $112.8M | $108.7M | $4.2M | 1 | 26 |
| Jul 2017 | $112.8M | $108.7M | $4.2M | 1 | 26 |
| Mar 2017 | $112.8M | $108.7M | $4.2M | 1 | 26 |
| Feb 2017 | $112.8M | $108.7M | $4.2M | 1 | 26 |
DateAug 2025
Total AUM$178.9M
Discretionary$172.2M
Non-Disc.$6.7M
Employees4
Clients0
DateMar 2025
Total AUM$178.9M
Discretionary$172.2M
Non-Disc.$6.7M
Employees4
Clients0
DateJul 2024
Total AUM$111.6M
Discretionary$105.4M
Non-Disc.$6.2M
Employees4
Clients0
DateMar 2024
Total AUM$111.6M
Discretionary$105.4M
Non-Disc.$6.2M
Employees4
Clients0
DateMar 2023
Total AUM$110.6M
Discretionary$105.1M
Non-Disc.$5.5M
Employees4
Clients0
DateMar 2022
Total AUM$105.5M
Discretionary$98.7M
Non-Disc.$6.8M
Employees4
Clients0
DateSep 2021
Total AUM$90.6M
Discretionary$84.7M
Non-Disc.$5.8M
Employees3
Clients0
DateMar 2021
Total AUM$90.6M
Discretionary$84.7M
Non-Disc.$5.8M
Employees3
Clients0
DateDec 2020
Total AUM$128M
Discretionary$122.5M
Non-Disc.$5.5M
Employees3
Clients0
DateJun 2020
Total AUM$128M
Discretionary$122.5M
Non-Disc.$5.5M
Employees3
Clients0
DateApr 2020
Total AUM$128M
Discretionary$122.5M
Non-Disc.$5.5M
Employees3
Clients0
DateMar 2020
Total AUM$128M
Discretionary$122.5M
Non-Disc.$5.5M
Employees3
Clients0
DateJan 2020
Total AUM$125.3M
Discretionary$120.8M
Non-Disc.$4.5M
Employees3
Clients0
DateMar 2019
Total AUM$125.3M
Discretionary$120.8M
Non-Disc.$4.5M
Employees3
Clients0
DateMar 2018
Total AUM$112.8M
Discretionary$108.7M
Non-Disc.$4.2M
Employees1
Clients0
DateJul 2017
Total AUM$112.8M
Discretionary$108.7M
Non-Disc.$4.2M
Employees1
Clients26
DateJul 2017
Total AUM$112.8M
Discretionary$108.7M
Non-Disc.$4.2M
Employees1
Clients26
DateMar 2017
Total AUM$112.8M
Discretionary$108.7M
Non-Disc.$4.2M
Employees1
Clients26
DateFeb 2017
Total AUM$112.8M
Discretionary$108.7M
Non-Disc.$4.2M
Employees1
Clients26