JOCELYN INVESTMENT MANAGEMENT, LLC
CRD #145005 SEC #801-68392 SAN RAFAEL, CA 415-256-1795
SEC Registered
Total AUM
$596.6M
Discretionary
$69.8M
Employees
2
Clients
--
Accounts
206
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2022 | $596.6M | $69.8M | $526.8M | 2 | 0 |
| Nov 2022 | $596.6M | $69.8M | $526.8M | 2 | 0 |
| Feb 2022 | $596.6M | $69.8M | $526.8M | 2 | 0 |
| Mar 2021 | $517.7M | $70M | $447.7M | 2 | 0 |
| Oct 2020 | $440.5M | $59.9M | $380.7M | 2 | 0 |
| Jun 2020 | $440.5M | $59.9M | $380.7M | 2 | 0 |
| Feb 2020 | $440.5M | $59.9M | $380.7M | 2 | 0 |
| Sep 2019 | $334M | $48.2M | $285.8M | 2 | 0 |
| Mar 2019 | $334M | $48.2M | $285.8M | 2 | 0 |
| Mar 2018 | $293.7M | $37.8M | $255.9M | 2 | 114 |
| Mar 2017 | $246.8M | $33M | $213.9M | 2 | 26 |
| Nov 2016 | $181.8M | $33.2M | $148.6M | 2 | 26 |
| Feb 2016 | $181.8M | $33.2M | $148.6M | 2 | 26 |
| Feb 2015 | $165.3M | $28.5M | $136.8M | 2 | 26 |
| Mar 2014 | $131.5M | $22.9M | $108.6M | 2 | 26 |
| Mar 2013 | $107.1M | $17.7M | $89.4M | 3 | 26 |
| Feb 2012 | $105.1M | $13.8M | $91.4M | 1 | 26 |
| Mar 2011 | $50.1M | $11.4M | $38.7M | 5 | -- |
| Mar 2010 | $35.7M | $10M | $25.7M | 5 | -- |
| Mar 2009 | $28.2M | $10.7M | $17.6M | 5 | -- |
| Jan 2008 | $6.5M | $6.5M | $0 | 5 | -- |
| Sep 2007 | $0 | $0 | $0 | 5 | -- |
DateDec 2022
Total AUM$596.6M
Discretionary$69.8M
Non-Disc.$526.8M
Employees2
Clients0
DateNov 2022
Total AUM$596.6M
Discretionary$69.8M
Non-Disc.$526.8M
Employees2
Clients0
DateFeb 2022
Total AUM$596.6M
Discretionary$69.8M
Non-Disc.$526.8M
Employees2
Clients0
DateMar 2021
Total AUM$517.7M
Discretionary$70M
Non-Disc.$447.7M
Employees2
Clients0
DateOct 2020
Total AUM$440.5M
Discretionary$59.9M
Non-Disc.$380.7M
Employees2
Clients0
DateJun 2020
Total AUM$440.5M
Discretionary$59.9M
Non-Disc.$380.7M
Employees2
Clients0
DateFeb 2020
Total AUM$440.5M
Discretionary$59.9M
Non-Disc.$380.7M
Employees2
Clients0
DateSep 2019
Total AUM$334M
Discretionary$48.2M
Non-Disc.$285.8M
Employees2
Clients0
DateMar 2019
Total AUM$334M
Discretionary$48.2M
Non-Disc.$285.8M
Employees2
Clients0
DateMar 2018
Total AUM$293.7M
Discretionary$37.8M
Non-Disc.$255.9M
Employees2
Clients114
DateMar 2017
Total AUM$246.8M
Discretionary$33M
Non-Disc.$213.9M
Employees2
Clients26
DateNov 2016
Total AUM$181.8M
Discretionary$33.2M
Non-Disc.$148.6M
Employees2
Clients26
DateFeb 2016
Total AUM$181.8M
Discretionary$33.2M
Non-Disc.$148.6M
Employees2
Clients26
DateFeb 2015
Total AUM$165.3M
Discretionary$28.5M
Non-Disc.$136.8M
Employees2
Clients26
DateMar 2014
Total AUM$131.5M
Discretionary$22.9M
Non-Disc.$108.6M
Employees2
Clients26
DateMar 2013
Total AUM$107.1M
Discretionary$17.7M
Non-Disc.$89.4M
Employees3
Clients26
DateFeb 2012
Total AUM$105.1M
Discretionary$13.8M
Non-Disc.$91.4M
Employees1
Clients26
DateMar 2011
Total AUM$50.1M
Discretionary$11.4M
Non-Disc.$38.7M
Employees5
Clients--
DateMar 2010
Total AUM$35.7M
Discretionary$10M
Non-Disc.$25.7M
Employees5
Clients--
DateMar 2009
Total AUM$28.2M
Discretionary$10.7M
Non-Disc.$17.6M
Employees5
Clients--
DateJan 2008
Total AUM$6.5M
Discretionary$6.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--