NBW CAPITAL LLC
CRD #147306 SEC #801-69253 BOSTON, MA 617-482-2222
SEC Registered
Total AUM
$622.4M
Discretionary
$622.4M
Employees
9
Clients
26
Accounts
684
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $622.4M | $622.4M | $0 | 9 | 0 |
| Mar 2024 | $525.3M | $525.3M | $0 | 9 | 0 |
| Mar 2024 | $525.3M | $525.3M | $0 | 9 | 0 |
| Jan 2024 | $456.2M | $456.2M | $0 | 10 | 0 |
| Mar 2023 | $456.2M | $456.2M | $0 | 10 | 0 |
| Nov 2022 | $495.4M | $495.4M | $0 | 10 | 0 |
| Mar 2022 | $495.4M | $495.4M | $0 | 10 | 0 |
| Dec 2021 | $383.8M | $383.8M | $0 | 10 | 0 |
| Mar 2021 | $383.8M | $383.8M | $0 | 10 | 0 |
| Mar 2021 | $383.8M | $383.8M | $0 | 10 | 0 |
| Jun 2020 | $392.8M | $392.8M | $0 | 9 | 0 |
| Mar 2020 | $392.8M | $392.8M | $0 | 9 | 0 |
| Mar 2019 | $341.4M | $341.4M | $0 | 9 | 0 |
| Mar 2018 | $401.7M | $401.7M | $0 | 10 | 0 |
| Mar 2017 | $374M | $374M | $0 | 10 | 400 |
| Mar 2016 | $365M | $365M | $0 | 10 | 500 |
| Mar 2015 | $470M | $470M | $0 | 10 | 700 |
| Mar 2015 | $470M | $470M | $0 | 10 | 700 |
| Mar 2015 | $677M | $677M | $0 | 8 | 400 |
| Nov 2014 | $677M | $677M | $0 | 8 | 400 |
| Nov 2014 | $677M | $677M | $0 | 8 | 400 |
| Sep 2014 | $677M | $677M | $0 | 8 | 400 |
| Jul 2014 | $677M | $677M | $0 | 8 | 400 |
| May 2014 | $677M | $677M | $0 | 8 | 400 |
| Mar 2014 | $677M | $677M | $0 | 8 | 400 |
| Mar 2013 | $507M | $507M | $0 | 9 | 200 |
| Mar 2012 | $439M | $439M | $0 | 6 | 200 |
| Mar 2012 | $439M | $439M | $0 | 6 | 200 |
| Mar 2010 | $316.5M | $316.5M | $0 | 10 | -- |
| Feb 2009 | $220.7M | $220.7M | $0 | 10 | -- |
DateMar 2025
Total AUM$622.4M
Discretionary$622.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$525.3M
Discretionary$525.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$525.3M
Discretionary$525.3M
Non-Disc.$0
Employees9
Clients0
DateJan 2024
Total AUM$456.2M
Discretionary$456.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$456.2M
Discretionary$456.2M
Non-Disc.$0
Employees10
Clients0
DateNov 2022
Total AUM$495.4M
Discretionary$495.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$495.4M
Discretionary$495.4M
Non-Disc.$0
Employees10
Clients0
DateDec 2021
Total AUM$383.8M
Discretionary$383.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$383.8M
Discretionary$383.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$383.8M
Discretionary$383.8M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$392.8M
Discretionary$392.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$392.8M
Discretionary$392.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$341.4M
Discretionary$341.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$401.7M
Discretionary$401.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2017
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees10
Clients400
DateMar 2016
Total AUM$365M
Discretionary$365M
Non-Disc.$0
Employees10
Clients500
DateMar 2015
Total AUM$470M
Discretionary$470M
Non-Disc.$0
Employees10
Clients700
DateMar 2015
Total AUM$470M
Discretionary$470M
Non-Disc.$0
Employees10
Clients700
DateMar 2015
Total AUM$677M
Discretionary$677M
Non-Disc.$0
Employees8
Clients400
DateNov 2014
Total AUM$677M
Discretionary$677M
Non-Disc.$0
Employees8
Clients400
DateNov 2014
Total AUM$677M
Discretionary$677M
Non-Disc.$0
Employees8
Clients400
DateSep 2014
Total AUM$677M
Discretionary$677M
Non-Disc.$0
Employees8
Clients400
DateJul 2014
Total AUM$677M
Discretionary$677M
Non-Disc.$0
Employees8
Clients400
DateMay 2014
Total AUM$677M
Discretionary$677M
Non-Disc.$0
Employees8
Clients400
DateMar 2014
Total AUM$677M
Discretionary$677M
Non-Disc.$0
Employees8
Clients400
DateMar 2013
Total AUM$507M
Discretionary$507M
Non-Disc.$0
Employees9
Clients200
DateMar 2012
Total AUM$439M
Discretionary$439M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$439M
Discretionary$439M
Non-Disc.$0
Employees6
Clients200
DateMar 2010
Total AUM$316.5M
Discretionary$316.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$220.7M
Discretionary$220.7M
Non-Disc.$0
Employees10
Clients--