SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
CRD #146270 SEC #801-68863 SOUTHPORT, CT 203-254-2333
SEC Registered
Total AUM
$183.9M
Discretionary
$140.7M
Employees
3
Clients
101
Accounts
385
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $183.9M | $140.7M | $43.2M | 3 | 0 |
| Mar 2025 | $183.9M | $140.7M | $43.2M | 3 | 0 |
| Mar 2024 | $174.5M | $139.2M | $35.3M | 3 | 0 |
| Mar 2024 | $174.5M | $139.2M | $35.3M | 3 | 0 |
| Mar 2023 | $157.6M | $126.5M | $31.1M | 3 | 0 |
| Mar 2023 | $157.6M | $126.5M | $31.1M | 3 | 0 |
| Oct 2022 | $168.8M | $143.9M | $24.8M | 4 | 0 |
| Apr 2022 | $168.8M | $143.9M | $24.8M | 4 | 0 |
| Mar 2022 | $168.8M | $143.9M | $24.8M | 4 | 0 |
| Mar 2022 | $168.8M | $143.9M | $24.8M | 4 | 0 |
| Nov 2021 | $160M | $128.9M | $31.1M | 4 | 0 |
| Apr 2021 | $160M | $128.9M | $31.1M | 4 | 0 |
| Mar 2021 | $160M | $128.9M | $31.1M | 4 | 0 |
| Oct 2020 | $151.9M | $122.8M | $29.1M | 3 | 0 |
| Oct 2020 | $151.9M | $122.8M | $29.1M | 3 | 0 |
| Aug 2020 | $151.9M | $122.8M | $29.1M | 3 | 0 |
| Jun 2020 | $151.9M | $122.8M | $29.1M | 3 | 0 |
| Mar 2020 | $151.9M | $122.8M | $29.1M | 3 | 0 |
| Oct 2019 | $120.1M | $110M | $10.1M | 3 | 0 |
| Mar 2019 | $120.1M | $110M | $10.1M | 3 | 0 |
| Aug 2018 | $133.5M | $102.8M | $30.7M | 5 | 1 |
| Mar 2018 | $133.5M | $102.8M | $30.7M | 5 | 1 |
| Oct 2017 | $119.7M | $109.5M | $10.2M | 4 | 1 |
| Mar 2017 | $119.7M | $109.5M | $10.2M | 4 | 200 |
| Mar 2016 | $97M | $81.7M | $15.3M | 4 | 200 |
| Mar 2015 | $116.9M | $116.9M | $0 | 3 | 200 |
| Oct 2014 | $101.6M | $101.6M | $0 | 4 | 100 |
| Mar 2014 | $101.6M | $101.6M | $0 | 4 | 100 |
| Mar 2014 | $101.6M | $80.8M | $20.7M | 4 | 100 |
| May 2013 | $95.1M | $90.3M | $4.7M | 4 | 100 |
| Feb 2013 | $95.1M | $90.3M | $4.7M | 4 | 100 |
| Jan 2012 | $90M | $75.4M | $14.6M | 1 | 110 |
| Nov 2011 | $83.4M | $77.2M | $6.1M | 1 | 26 |
| Apr 2011 | $83.4M | $77.2M | $6.1M | 5 | -- |
DateMar 2025
Total AUM$183.9M
Discretionary$140.7M
Non-Disc.$43.2M
Employees3
Clients0
DateMar 2025
Total AUM$183.9M
Discretionary$140.7M
Non-Disc.$43.2M
Employees3
Clients0
DateMar 2024
Total AUM$174.5M
Discretionary$139.2M
Non-Disc.$35.3M
Employees3
Clients0
DateMar 2024
Total AUM$174.5M
Discretionary$139.2M
Non-Disc.$35.3M
Employees3
Clients0
DateMar 2023
Total AUM$157.6M
Discretionary$126.5M
Non-Disc.$31.1M
Employees3
Clients0
DateMar 2023
Total AUM$157.6M
Discretionary$126.5M
Non-Disc.$31.1M
Employees3
Clients0
DateOct 2022
Total AUM$168.8M
Discretionary$143.9M
Non-Disc.$24.8M
Employees4
Clients0
DateApr 2022
Total AUM$168.8M
Discretionary$143.9M
Non-Disc.$24.8M
Employees4
Clients0
DateMar 2022
Total AUM$168.8M
Discretionary$143.9M
Non-Disc.$24.8M
Employees4
Clients0
DateMar 2022
Total AUM$168.8M
Discretionary$143.9M
Non-Disc.$24.8M
Employees4
Clients0
DateNov 2021
Total AUM$160M
Discretionary$128.9M
Non-Disc.$31.1M
Employees4
Clients0
DateApr 2021
Total AUM$160M
Discretionary$128.9M
Non-Disc.$31.1M
Employees4
Clients0
DateMar 2021
Total AUM$160M
Discretionary$128.9M
Non-Disc.$31.1M
Employees4
Clients0
DateOct 2020
Total AUM$151.9M
Discretionary$122.8M
Non-Disc.$29.1M
Employees3
Clients0
DateOct 2020
Total AUM$151.9M
Discretionary$122.8M
Non-Disc.$29.1M
Employees3
Clients0
DateAug 2020
Total AUM$151.9M
Discretionary$122.8M
Non-Disc.$29.1M
Employees3
Clients0
DateJun 2020
Total AUM$151.9M
Discretionary$122.8M
Non-Disc.$29.1M
Employees3
Clients0
DateMar 2020
Total AUM$151.9M
Discretionary$122.8M
Non-Disc.$29.1M
Employees3
Clients0
DateOct 2019
Total AUM$120.1M
Discretionary$110M
Non-Disc.$10.1M
Employees3
Clients0
DateMar 2019
Total AUM$120.1M
Discretionary$110M
Non-Disc.$10.1M
Employees3
Clients0
DateAug 2018
Total AUM$133.5M
Discretionary$102.8M
Non-Disc.$30.7M
Employees5
Clients1
DateMar 2018
Total AUM$133.5M
Discretionary$102.8M
Non-Disc.$30.7M
Employees5
Clients1
DateOct 2017
Total AUM$119.7M
Discretionary$109.5M
Non-Disc.$10.2M
Employees4
Clients1
DateMar 2017
Total AUM$119.7M
Discretionary$109.5M
Non-Disc.$10.2M
Employees4
Clients200
DateMar 2016
Total AUM$97M
Discretionary$81.7M
Non-Disc.$15.3M
Employees4
Clients200
DateMar 2015
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees3
Clients200
DateOct 2014
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees4
Clients100
DateMar 2014
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees4
Clients100
DateMar 2014
Total AUM$101.6M
Discretionary$80.8M
Non-Disc.$20.7M
Employees4
Clients100
DateMay 2013
Total AUM$95.1M
Discretionary$90.3M
Non-Disc.$4.7M
Employees4
Clients100
DateFeb 2013
Total AUM$95.1M
Discretionary$90.3M
Non-Disc.$4.7M
Employees4
Clients100
DateJan 2012
Total AUM$90M
Discretionary$75.4M
Non-Disc.$14.6M
Employees1
Clients110
DateNov 2011
Total AUM$83.4M
Discretionary$77.2M
Non-Disc.$6.1M
Employees1
Clients26
DateApr 2011
Total AUM$83.4M
Discretionary$77.2M
Non-Disc.$6.1M
Employees5
Clients--