MOZAIC, LLC
CRD #145777 SEC #801-68951 BEVERLY HILLS, CA 310-247-9657
SEC Registered
Total AUM
$4.1B
Discretionary
$0
Employees
13
Clients
51
Accounts
76
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4.1B | $0 | $4.1B | 13 | 76 |
| Mar 2024 | $3.6B | $0 | $3.6B | 13 | 75 |
| Nov 2023 | $2.9B | $0 | $2.9B | 15 | 78 |
| Mar 2023 | $2.9B | $0 | $2.9B | 15 | 78 |
| Mar 2022 | $3.2B | $0 | $3.2B | 14 | 75 |
| Oct 2021 | $3.2B | $0 | $3.2B | 15 | 66 |
| Mar 2021 | $3.2B | $0 | $3.2B | 15 | 66 |
| Oct 2020 | $3.3B | $0 | $3.3B | 13 | 67 |
| Mar 2020 | $3.3B | $0 | $3.3B | 13 | 67 |
| Mar 2019 | $1.9B | $0 | $1.9B | 13 | 76 |
| Jun 2018 | $1.9B | $0 | $1.9B | 13 | 76 |
| Mar 2018 | $1.9B | $0 | $1.9B | 13 | 76 |
| Mar 2017 | $1.7B | $0 | $1.7B | 13 | 26 |
| Mar 2016 | $1.7B | $0 | $1.7B | 11 | 26 |
| Mar 2015 | $1.6B | $0 | $1.6B | 9 | 26 |
| Mar 2014 | $1.5B | $0 | $1.5B | 8 | 26 |
| Mar 2013 | $1.3B | $0 | $1.3B | 8 | 26 |
| Feb 2012 | $1.3B | $0 | $1.3B | 1 | 26 |
| May 2011 | $1.3B | $0 | $1.3B | 5 | -- |
| Mar 2011 | $1.3B | $0 | $1.3B | 5 | -- |
| Dec 2010 | $1.3B | $0 | $1.3B | 5 | -- |
| Mar 2010 | $1.2B | $0 | $1.2B | 5 | -- |
| Mar 2008 | $805M | $0 | $805M | 5 | -- |
DateMar 2025
Total AUM$4.1B
Discretionary$0
Non-Disc.$4.1B
Employees13
Clients76
DateMar 2024
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees13
Clients75
DateNov 2023
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees15
Clients78
DateMar 2023
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees15
Clients78
DateMar 2022
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees14
Clients75
DateOct 2021
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees15
Clients66
DateMar 2021
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees15
Clients66
DateOct 2020
Total AUM$3.3B
Discretionary$0
Non-Disc.$3.3B
Employees13
Clients67
DateMar 2020
Total AUM$3.3B
Discretionary$0
Non-Disc.$3.3B
Employees13
Clients67
DateMar 2019
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees13
Clients76
DateJun 2018
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees13
Clients76
DateMar 2018
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees13
Clients76
DateMar 2017
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees13
Clients26
DateMar 2016
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees11
Clients26
DateMar 2015
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees9
Clients26
DateMar 2014
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees8
Clients26
DateMar 2013
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees8
Clients26
DateFeb 2012
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees1
Clients26
DateMay 2011
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees5
Clients--
DateMar 2011
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees5
Clients--
DateDec 2010
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees5
Clients--
DateMar 2010
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees5
Clients--
DateMar 2008
Total AUM$805M
Discretionary$0
Non-Disc.$805M
Employees5
Clients--