CAPITAL INVESTMENT MANAGEMENT, LLC
Legal name: THE SULLIVAN GROUP
CRD #150705 SEC #801-70367 ROSEVILLE, CA 916-797-8500
SEC Registered
Total AUM
$66.2M
Discretionary
$66.2M
Employees
4
Clients
0
Accounts
558
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $66.2M | $66.2M | $0 | 3 | 200 |
| Feb 2014 | $66.2M | $66.2M | $0 | 4 | 200 |
| Mar 2013 | $93.9M | $93.9M | $0 | 4 | 200 |
| Jun 2012 | $102.8M | $102.8M | $0 | 1 | 400 |
| Mar 2012 | $102.8M | $102.8M | $0 | 1 | 400 |
| Mar 2010 | $101.2M | $101.2M | $0 | 5 | -- |
| Sep 2009 | $76M | $76M | $0 | 5 | -- |
| Sep 2009 | $0 | $0 | $0 | 5 | -- |
| Jun 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2014
Total AUM$66.2M
Discretionary$66.2M
Non-Disc.$0
Employees3
Clients200
DateFeb 2014
Total AUM$66.2M
Discretionary$66.2M
Non-Disc.$0
Employees4
Clients200
DateMar 2013
Total AUM$93.9M
Discretionary$93.9M
Non-Disc.$0
Employees4
Clients200
DateJun 2012
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees1
Clients400
DateMar 2012
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees1
Clients400
DateMar 2010
Total AUM$101.2M
Discretionary$101.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--