SYNTRINSIC INVESTMENT COUNSEL, LLC.
CRD #147978 SEC #801-69510 DENVER, CO 303-296-7100
SEC Registered
Total AUM
$1.6B
Discretionary
$1.2B
Employees
14
Clients
101
Accounts
438
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $1.6B | $1.2B | $393.8M | 14 | 3 |
| Jun 2022 | $1.7B | $1.3B | $456M | 16 | 3 |
| Mar 2022 | $1.7B | $1.3B | $456M | 16 | 3 |
| Nov 2021 | $1.3B | $889.9M | $364.2M | 11 | 3 |
| Jul 2021 | $1.3B | $889.9M | $364.2M | 11 | 3 |
| May 2021 | $1.3B | $889.9M | $364.2M | 11 | 3 |
| Apr 2021 | $1.3B | $889.9M | $364.2M | 12 | 3 |
| Mar 2021 | $1.3B | $889.9M | $364.2M | 12 | 3 |
| Jul 2020 | $1.1B | $786.8M | $325.8M | 9 | 5 |
| Jun 2020 | $1.1B | $786.8M | $325.8M | 9 | 5 |
| Mar 2020 | $1.1B | $786.8M | $325.8M | 9 | 5 |
| Sep 2019 | $884.8M | $532.7M | $352.1M | 10 | 1 |
| Mar 2019 | $884.8M | $532.7M | $352.1M | 10 | 1 |
| Mar 2018 | $929.1M | $557M | $372.1M | 8 | 6 |
| Mar 2017 | $735.9M | $377.5M | $358.4M | 11 | 100 |
| Mar 2016 | $689.5M | $309.6M | $379.9M | 9 | 100 |
| May 2015 | $683.6M | $164.2M | $519.4M | 10 | 100 |
| Mar 2015 | $683.6M | $164.2M | $519.4M | 10 | 100 |
| Mar 2014 | $875.5M | $179M | $696.5M | 8 | 26 |
| Nov 2013 | $860M | $170M | $690M | 11 | 26 |
| Nov 2013 | $723M | $77M | $646M | 10 | 26 |
| Oct 2013 | $723M | $77M | $646M | 10 | 26 |
| Mar 2013 | $670M | $60M | $610M | 6 | 26 |
| Jul 2012 | $650M | $35M | $615M | 6 | 26 |
| Mar 2012 | $650M | $35M | $615M | 6 | 26 |
| Nov 2011 | $550M | $16M | $534M | 6 | 26 |
| Jun 2011 | $550M | $16M | $534M | 10 | -- |
| Jun 2011 | $550M | $16M | $534M | 5 | -- |
| Jun 2011 | $550M | $16M | $534M | 5 | -- |
| Apr 2011 | $550M | $16M | $534M | 5 | -- |
| Aug 2010 | $480M | $0 | $480M | 5 | -- |
| Jan 2010 | $480M | $0 | $480M | 5 | -- |
| Apr 2009 | $400M | $0 | $400M | 5 | -- |
| Apr 2009 | $400M | $0 | $400M | 5 | -- |
DateMar 2023
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$393.8M
Employees14
Clients3
DateJun 2022
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$456M
Employees16
Clients3
DateMar 2022
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$456M
Employees16
Clients3
DateNov 2021
Total AUM$1.3B
Discretionary$889.9M
Non-Disc.$364.2M
Employees11
Clients3
DateJul 2021
Total AUM$1.3B
Discretionary$889.9M
Non-Disc.$364.2M
Employees11
Clients3
DateMay 2021
Total AUM$1.3B
Discretionary$889.9M
Non-Disc.$364.2M
Employees11
Clients3
DateApr 2021
Total AUM$1.3B
Discretionary$889.9M
Non-Disc.$364.2M
Employees12
Clients3
DateMar 2021
Total AUM$1.3B
Discretionary$889.9M
Non-Disc.$364.2M
Employees12
Clients3
DateJul 2020
Total AUM$1.1B
Discretionary$786.8M
Non-Disc.$325.8M
Employees9
Clients5
DateJun 2020
Total AUM$1.1B
Discretionary$786.8M
Non-Disc.$325.8M
Employees9
Clients5
DateMar 2020
Total AUM$1.1B
Discretionary$786.8M
Non-Disc.$325.8M
Employees9
Clients5
DateSep 2019
Total AUM$884.8M
Discretionary$532.7M
Non-Disc.$352.1M
Employees10
Clients1
DateMar 2019
Total AUM$884.8M
Discretionary$532.7M
Non-Disc.$352.1M
Employees10
Clients1
DateMar 2018
Total AUM$929.1M
Discretionary$557M
Non-Disc.$372.1M
Employees8
Clients6
DateMar 2017
Total AUM$735.9M
Discretionary$377.5M
Non-Disc.$358.4M
Employees11
Clients100
DateMar 2016
Total AUM$689.5M
Discretionary$309.6M
Non-Disc.$379.9M
Employees9
Clients100
DateMay 2015
Total AUM$683.6M
Discretionary$164.2M
Non-Disc.$519.4M
Employees10
Clients100
DateMar 2015
Total AUM$683.6M
Discretionary$164.2M
Non-Disc.$519.4M
Employees10
Clients100
DateMar 2014
Total AUM$875.5M
Discretionary$179M
Non-Disc.$696.5M
Employees8
Clients26
DateNov 2013
Total AUM$860M
Discretionary$170M
Non-Disc.$690M
Employees11
Clients26
DateNov 2013
Total AUM$723M
Discretionary$77M
Non-Disc.$646M
Employees10
Clients26
DateOct 2013
Total AUM$723M
Discretionary$77M
Non-Disc.$646M
Employees10
Clients26
DateMar 2013
Total AUM$670M
Discretionary$60M
Non-Disc.$610M
Employees6
Clients26
DateJul 2012
Total AUM$650M
Discretionary$35M
Non-Disc.$615M
Employees6
Clients26
DateMar 2012
Total AUM$650M
Discretionary$35M
Non-Disc.$615M
Employees6
Clients26
DateNov 2011
Total AUM$550M
Discretionary$16M
Non-Disc.$534M
Employees6
Clients26
DateJun 2011
Total AUM$550M
Discretionary$16M
Non-Disc.$534M
Employees10
Clients--
DateJun 2011
Total AUM$550M
Discretionary$16M
Non-Disc.$534M
Employees5
Clients--
DateJun 2011
Total AUM$550M
Discretionary$16M
Non-Disc.$534M
Employees5
Clients--
DateApr 2011
Total AUM$550M
Discretionary$16M
Non-Disc.$534M
Employees5
Clients--
DateAug 2010
Total AUM$480M
Discretionary$0
Non-Disc.$480M
Employees5
Clients--
DateJan 2010
Total AUM$480M
Discretionary$0
Non-Disc.$480M
Employees5
Clients--
DateApr 2009
Total AUM$400M
Discretionary$0
Non-Disc.$400M
Employees5
Clients--
DateApr 2009
Total AUM$400M
Discretionary$0
Non-Disc.$400M
Employees5
Clients--