APPOMATTOX ADVISORY, INC
CRD #153731 SEC #801-71652 NEW YORK, NY 212-895-3000
SEC Registered Private Funds Disclosures
Total AUM
$410.8M
Discretionary
$90.7M
Employees
6
Clients
--
Accounts
20
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $410.8M | $90.7M | $320.1M | 6 | 0 |
| Mar 2025 | $410.8M | $90.7M | $320.1M | 6 | 0 |
| Mar 2024 | $753.9M | $146.9M | $606.9M | 8 | 0 |
| Nov 2023 | $1.2B | $478.8M | $760.8M | 12 | 0 |
| Sep 2023 | $1.2B | $478.8M | $760.8M | 12 | 0 |
| Jul 2023 | $1.2B | $478.8M | $760.8M | 12 | 0 |
| Mar 2023 | $1.2B | $478.8M | $760.8M | 12 | 0 |
| Jul 2022 | $1.3B | $504.3M | $775.1M | 14 | 6 |
| Jun 2022 | $1.3B | $504.3M | $775.1M | 14 | 6 |
| Mar 2022 | $1.3B | $504.3M | $775.1M | 14 | 6 |
| Mar 2021 | $1.4B | $662.1M | $753M | 13 | 1 |
| Apr 2020 | $1.4B | $644.8M | $737.2M | 12 | 1 |
| Mar 2019 | $1.4B | $501.1M | $874.5M | 13 | 1 |
| Jan 2019 | $1.4B | $412.7M | $1B | 13 | 3 |
| Mar 2018 | $1.4B | $412.7M | $1B | 13 | 3 |
| Mar 2017 | $1.2B | $155.8M | $1B | 13 | 26 |
| Sep 2016 | $1.2B | $148.9M | $1B | 12 | 26 |
| Mar 2016 | $1.3B | $219M | $1B | 12 | 26 |
| Mar 2015 | $1.3B | $122.3M | $1.2B | 9 | 26 |
| Mar 2014 | $1.1B | $87.4M | $962.9M | 8 | 11 |
| Mar 2013 | $882.4M | $70.6M | $811.8M | 9 | 11 |
| Jun 2012 | $794.2M | $79.2M | $715M | 6 | 11 |
| Mar 2012 | $794.2M | $79.2M | $715M | 6 | 11 |
| Mar 2011 | $853.8M | $69.4M | $784.4M | 10 | -- |
| Aug 2010 | $686M | $18M | $668M | 10 | -- |
| Jun 2010 | $686M | $18M | $668M | 10 | -- |
DateDec 2025
Total AUM$410.8M
Discretionary$90.7M
Non-Disc.$320.1M
Employees6
Clients0
DateMar 2025
Total AUM$410.8M
Discretionary$90.7M
Non-Disc.$320.1M
Employees6
Clients0
DateMar 2024
Total AUM$753.9M
Discretionary$146.9M
Non-Disc.$606.9M
Employees8
Clients0
DateNov 2023
Total AUM$1.2B
Discretionary$478.8M
Non-Disc.$760.8M
Employees12
Clients0
DateSep 2023
Total AUM$1.2B
Discretionary$478.8M
Non-Disc.$760.8M
Employees12
Clients0
DateJul 2023
Total AUM$1.2B
Discretionary$478.8M
Non-Disc.$760.8M
Employees12
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$478.8M
Non-Disc.$760.8M
Employees12
Clients0
DateJul 2022
Total AUM$1.3B
Discretionary$504.3M
Non-Disc.$775.1M
Employees14
Clients6
DateJun 2022
Total AUM$1.3B
Discretionary$504.3M
Non-Disc.$775.1M
Employees14
Clients6
DateMar 2022
Total AUM$1.3B
Discretionary$504.3M
Non-Disc.$775.1M
Employees14
Clients6
DateMar 2021
Total AUM$1.4B
Discretionary$662.1M
Non-Disc.$753M
Employees13
Clients1
DateApr 2020
Total AUM$1.4B
Discretionary$644.8M
Non-Disc.$737.2M
Employees12
Clients1
DateMar 2019
Total AUM$1.4B
Discretionary$501.1M
Non-Disc.$874.5M
Employees13
Clients1
DateJan 2019
Total AUM$1.4B
Discretionary$412.7M
Non-Disc.$1B
Employees13
Clients3
DateMar 2018
Total AUM$1.4B
Discretionary$412.7M
Non-Disc.$1B
Employees13
Clients3
DateMar 2017
Total AUM$1.2B
Discretionary$155.8M
Non-Disc.$1B
Employees13
Clients26
DateSep 2016
Total AUM$1.2B
Discretionary$148.9M
Non-Disc.$1B
Employees12
Clients26
DateMar 2016
Total AUM$1.3B
Discretionary$219M
Non-Disc.$1B
Employees12
Clients26
DateMar 2015
Total AUM$1.3B
Discretionary$122.3M
Non-Disc.$1.2B
Employees9
Clients26
DateMar 2014
Total AUM$1.1B
Discretionary$87.4M
Non-Disc.$962.9M
Employees8
Clients11
DateMar 2013
Total AUM$882.4M
Discretionary$70.6M
Non-Disc.$811.8M
Employees9
Clients11
DateJun 2012
Total AUM$794.2M
Discretionary$79.2M
Non-Disc.$715M
Employees6
Clients11
DateMar 2012
Total AUM$794.2M
Discretionary$79.2M
Non-Disc.$715M
Employees6
Clients11
DateMar 2011
Total AUM$853.8M
Discretionary$69.4M
Non-Disc.$784.4M
Employees10
Clients--
DateAug 2010
Total AUM$686M
Discretionary$18M
Non-Disc.$668M
Employees10
Clients--
DateJun 2010
Total AUM$686M
Discretionary$18M
Non-Disc.$668M
Employees10
Clients--