DAINTREE ADVISORS LLC
CRD #153197 SEC #801-71166 BOSTON, MA 617-848-3410
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
27
Clients
11
Accounts
1,386
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2021 | $1.3B | $1.3B | $21.5M | 27 | 0 |
| Mar 2021 | $1.3B | $1.3B | $21.5M | 27 | 0 |
| Feb 2021 | $1.2B | $1.1B | $23.3M | 26 | 0 |
| Jan 2021 | $1.2B | $1.1B | $23.3M | 26 | 0 |
| Dec 2020 | $1.2B | $1.1B | $23.3M | 26 | 0 |
| Jun 2020 | $1.2B | $1.1B | $23.3M | 26 | 0 |
| May 2020 | $1.2B | $1.1B | $23.3M | 26 | 0 |
| Mar 2020 | $1.2B | $1.1B | $23.3M | 26 | 0 |
| Nov 2019 | $1B | $1B | $13.9M | 28 | 0 |
| Sep 2019 | $1B | $1B | $13.9M | 28 | 0 |
| Mar 2019 | $1B | $1B | $13.9M | 28 | 0 |
| Dec 2018 | $1.1B | $1.1B | $18.7M | 27 | 0 |
| Nov 2018 | $1.1B | $1.1B | $18.7M | 27 | 0 |
| Sep 2018 | $1.1B | $1.1B | $18.7M | 27 | 0 |
| Jul 2018 | $1.1B | $1.1B | $18.7M | 27 | 0 |
| Apr 2018 | $1.1B | $1.1B | $18.7M | 27 | 0 |
| Mar 2018 | $1.1B | $1.1B | $18.7M | 27 | 0 |
| Mar 2017 | $1B | $1B | $18.2M | 29 | 200 |
| Mar 2016 | $1.1B | $1.1B | $22.4M | 23 | 100 |
| Sep 2015 | $1.1B | $1.1B | $6.9M | 27 | 100 |
| Mar 2015 | $1.1B | $1.1B | $6.9M | 27 | 100 |
| Aug 2014 | $1.1B | $1.1B | $11M | 28 | 100 |
| Aug 2014 | $1.1B | $1.1B | $11M | 28 | 100 |
| Mar 2014 | $1.1B | $1.1B | $10.1M | 28 | 100 |
| Nov 2013 | $990M | $947M | $43M | 17 | 100 |
| May 2013 | $990M | $947M | $43M | 17 | 100 |
| Apr 2013 | $990M | $947M | $43M | 17 | 100 |
| Jan 2013 | $990M | $947M | $43M | 17 | 100 |
| Dec 2012 | $980M | $935M | $45M | 17 | 100 |
| Nov 2012 | $670M | $663M | $7M | 16 | 26 |
| Sep 2012 | $670M | $663M | $7M | 11 | 26 |
| Mar 2012 | $670M | $663M | $7M | 11 | 26 |
| May 2010 | $314M | $314M | $0 | 10 | -- |
| Feb 2010 | $0 | $0 | $0 | 5 | -- |
DateJun 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$21.5M
Employees27
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$21.5M
Employees27
Clients0
DateFeb 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$23.3M
Employees26
Clients0
DateJan 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$23.3M
Employees26
Clients0
DateDec 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$23.3M
Employees26
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$23.3M
Employees26
Clients0
DateMay 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$23.3M
Employees26
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$23.3M
Employees26
Clients0
DateNov 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$13.9M
Employees28
Clients0
DateSep 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$13.9M
Employees28
Clients0
DateMar 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$13.9M
Employees28
Clients0
DateDec 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$18.7M
Employees27
Clients0
DateNov 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$18.7M
Employees27
Clients0
DateSep 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$18.7M
Employees27
Clients0
DateJul 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$18.7M
Employees27
Clients0
DateApr 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$18.7M
Employees27
Clients0
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$18.7M
Employees27
Clients0
DateMar 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$18.2M
Employees29
Clients200
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$22.4M
Employees23
Clients100
DateSep 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.9M
Employees27
Clients100
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.9M
Employees27
Clients100
DateAug 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$11M
Employees28
Clients100
DateAug 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$11M
Employees28
Clients100
DateMar 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$10.1M
Employees28
Clients100
DateNov 2013
Total AUM$990M
Discretionary$947M
Non-Disc.$43M
Employees17
Clients100
DateMay 2013
Total AUM$990M
Discretionary$947M
Non-Disc.$43M
Employees17
Clients100
DateApr 2013
Total AUM$990M
Discretionary$947M
Non-Disc.$43M
Employees17
Clients100
DateJan 2013
Total AUM$990M
Discretionary$947M
Non-Disc.$43M
Employees17
Clients100
DateDec 2012
Total AUM$980M
Discretionary$935M
Non-Disc.$45M
Employees17
Clients100
DateNov 2012
Total AUM$670M
Discretionary$663M
Non-Disc.$7M
Employees16
Clients26
DateSep 2012
Total AUM$670M
Discretionary$663M
Non-Disc.$7M
Employees11
Clients26
DateMar 2012
Total AUM$670M
Discretionary$663M
Non-Disc.$7M
Employees11
Clients26
DateMay 2010
Total AUM$314M
Discretionary$314M
Non-Disc.$0
Employees10
Clients--
DateFeb 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--