SOLEDAD INVESTMENT MANAGEMENT, LLC
CRD #145975 SEC #801-72884 SAN DIEGO, CA 858.724.6070
SEC Registered
Total AUM
$2.5M
Discretionary
$2.5M
Employees
3
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $2.5M | $2.5M | $0 | 3 | 1 |
| Apr 2015 | $41.5M | $41.5M | $0 | 3 | 11 |
| Mar 2015 | $41.5M | $41.5M | $0 | 3 | 11 |
| Mar 2014 | $36.5M | $36.5M | $0 | 3 | 11 |
| Feb 2014 | $30.6M | $30.6M | $0 | 3 | 11 |
| Mar 2013 | $30.6M | $30.6M | $0 | 3 | 11 |
| May 2012 | $27.3M | $27.3M | $0 | 1 | 26 |
| Apr 2012 | $8.5M | $8.5M | $0 | 1 | 26 |
| Dec 2011 | $8M | $8M | $0 | 1 | 11 |
| Nov 2011 | $8M | $8M | $0 | 1 | 11 |
DateMar 2016
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees3
Clients1
DateApr 2015
Total AUM$41.5M
Discretionary$41.5M
Non-Disc.$0
Employees3
Clients11
DateMar 2015
Total AUM$41.5M
Discretionary$41.5M
Non-Disc.$0
Employees3
Clients11
DateMar 2014
Total AUM$36.5M
Discretionary$36.5M
Non-Disc.$0
Employees3
Clients11
DateFeb 2014
Total AUM$30.6M
Discretionary$30.6M
Non-Disc.$0
Employees3
Clients11
DateMar 2013
Total AUM$30.6M
Discretionary$30.6M
Non-Disc.$0
Employees3
Clients11
DateMay 2012
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$8.5M
Discretionary$8.5M
Non-Disc.$0
Employees1
Clients26
DateDec 2011
Total AUM$8M
Discretionary$8M
Non-Disc.$0
Employees1
Clients11
DateNov 2011
Total AUM$8M
Discretionary$8M
Non-Disc.$0
Employees1
Clients11