EAGLE RIDGE INVESTMENT MANAGEMENT LLC
CRD #147824 SEC #801-69450 STAMFORD, CT 203-227-4515
SEC Registered
Total AUM
$1.2B
Discretionary
$1.1B
Employees
13
Clients
51
Accounts
919
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $1.2B | $1.1B | $81.1M | 13 | 5 |
| Mar 2023 | $989.9M | $920.4M | $69.5M | 13 | 5 |
| Mar 2023 | $989.9M | $920.4M | $69.5M | 13 | 5 |
| Mar 2022 | $1.2B | $1.1B | $87.7M | 13 | 5 |
| Mar 2021 | $958M | $883M | $75M | 12 | 5 |
| Jun 2020 | $882.6M | $823.9M | $58.7M | 11 | 4 |
| Apr 2020 | $882.6M | $823.9M | $58.7M | 11 | 4 |
| Mar 2020 | $882.6M | $823.9M | $58.7M | 11 | 4 |
| Mar 2019 | $752.3M | $700M | $52.3M | 10 | 4 |
| Mar 2018 | $778M | $724.1M | $53.9M | 9 | 2 |
| Jul 2017 | $611.8M | $562.4M | $49.4M | 8 | 300 |
| Mar 2017 | $611.8M | $562.4M | $49.4M | 8 | 300 |
| Mar 2016 | $520.5M | $473.6M | $46.9M | 9 | 300 |
| Dec 2015 | $544.9M | $496.2M | $48.6M | 8 | 300 |
| Nov 2015 | $544.9M | $496.2M | $48.6M | 8 | 300 |
| Sep 2015 | $544.9M | $496.2M | $48.6M | 8 | 300 |
| Jul 2015 | $544.9M | $496.2M | $48.6M | 9 | 300 |
| Mar 2015 | $235.5M | $235.5M | $0 | 5 | 26 |
| Mar 2014 | $215.4M | $215.4M | $0 | 5 | 26 |
| Mar 2013 | $213.3M | $213.3M | $0 | 5 | 26 |
| Mar 2012 | $258.4M | $258.4M | $0 | 6 | 26 |
| Mar 2011 | $295.8M | $295.8M | $0 | 10 | -- |
DateMar 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$81.1M
Employees13
Clients5
DateMar 2023
Total AUM$989.9M
Discretionary$920.4M
Non-Disc.$69.5M
Employees13
Clients5
DateMar 2023
Total AUM$989.9M
Discretionary$920.4M
Non-Disc.$69.5M
Employees13
Clients5
DateMar 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$87.7M
Employees13
Clients5
DateMar 2021
Total AUM$958M
Discretionary$883M
Non-Disc.$75M
Employees12
Clients5
DateJun 2020
Total AUM$882.6M
Discretionary$823.9M
Non-Disc.$58.7M
Employees11
Clients4
DateApr 2020
Total AUM$882.6M
Discretionary$823.9M
Non-Disc.$58.7M
Employees11
Clients4
DateMar 2020
Total AUM$882.6M
Discretionary$823.9M
Non-Disc.$58.7M
Employees11
Clients4
DateMar 2019
Total AUM$752.3M
Discretionary$700M
Non-Disc.$52.3M
Employees10
Clients4
DateMar 2018
Total AUM$778M
Discretionary$724.1M
Non-Disc.$53.9M
Employees9
Clients2
DateJul 2017
Total AUM$611.8M
Discretionary$562.4M
Non-Disc.$49.4M
Employees8
Clients300
DateMar 2017
Total AUM$611.8M
Discretionary$562.4M
Non-Disc.$49.4M
Employees8
Clients300
DateMar 2016
Total AUM$520.5M
Discretionary$473.6M
Non-Disc.$46.9M
Employees9
Clients300
DateDec 2015
Total AUM$544.9M
Discretionary$496.2M
Non-Disc.$48.6M
Employees8
Clients300
DateNov 2015
Total AUM$544.9M
Discretionary$496.2M
Non-Disc.$48.6M
Employees8
Clients300
DateSep 2015
Total AUM$544.9M
Discretionary$496.2M
Non-Disc.$48.6M
Employees8
Clients300
DateJul 2015
Total AUM$544.9M
Discretionary$496.2M
Non-Disc.$48.6M
Employees9
Clients300
DateMar 2015
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees5
Clients26
DateMar 2014
Total AUM$215.4M
Discretionary$215.4M
Non-Disc.$0
Employees5
Clients26
DateMar 2013
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees5
Clients26
DateMar 2012
Total AUM$258.4M
Discretionary$258.4M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$295.8M
Discretionary$295.8M
Non-Disc.$0
Employees10
Clients--