LM ADVISORS LLC
CRD #153940 SEC #801-72170 SAN DIEGO, CA 619-814-1400
SEC Registered Private Funds
Total AUM
$2.3B
Discretionary
$2.3B
Employees
21
Clients
--
Accounts
1,158
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.3B | $2.3B | $13.6M | 21 | 0 |
| Mar 2024 | $2.1B | $2.1B | $16.9M | 21 | 0 |
| Mar 2023 | $2B | $2B | $12.6M | 20 | 0 |
| Jun 2022 | $2.2B | $2.2B | $0 | 19 | 3 |
| Mar 2022 | $2.2B | $2.2B | $0 | 19 | 3 |
| Aug 2021 | $2B | $2B | $8.9M | 20 | 393 |
| Mar 2021 | $2B | $2B | $8.9M | 20 | 393 |
| Dec 2020 | $1.8B | $1.8B | $0 | 20 | 361 |
| Jun 2020 | $1.8B | $1.8B | $0 | 20 | 361 |
| Mar 2020 | $1.8B | $1.8B | $0 | 20 | 361 |
| Oct 2019 | $1.6B | $1.6B | $0 | 10 | 0 |
| Oct 2019 | $1.6B | $1.6B | $0 | 10 | 0 |
| Mar 2019 | $1.6B | $1.6B | $0 | 11 | 0 |
| Apr 2018 | $1.4B | $1.4B | $0 | 11 | 0 |
| Apr 2017 | $1.3B | $1.3B | $0 | 18 | 400 |
| Mar 2016 | $1.3B | $1.3B | $0 | 5 | 600 |
| Jan 2015 | $1.3B | $1.3B | $0 | 5 | 600 |
| Mar 2014 | $1.1B | $1.1B | $0 | 5 | 600 |
| Nov 2013 | $1.1B | $1.1B | $6.1M | 5 | 600 |
| Jul 2013 | $1.1B | $1.1B | $6.1M | 5 | 600 |
| Mar 2013 | $1.1B | $1.1B | $6.1M | 5 | 600 |
| Feb 2012 | $952.4M | $942.8M | $9.6M | 11 | 600 |
| Mar 2011 | $862.5M | $851.1M | $11.4M | -- | -- |
| Feb 2011 | $862.5M | $851.1M | $11.4M | -- | -- |
DateMar 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$13.6M
Employees21
Clients0
DateMar 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$16.9M
Employees21
Clients0
DateMar 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$12.6M
Employees20
Clients0
DateJun 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees19
Clients3
DateMar 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees19
Clients3
DateAug 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$8.9M
Employees20
Clients393
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$8.9M
Employees20
Clients393
DateDec 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees20
Clients361
DateJun 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees20
Clients361
DateMar 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees20
Clients361
DateOct 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees10
Clients0
DateOct 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees11
Clients0
DateApr 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees11
Clients0
DateApr 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees18
Clients400
DateMar 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients600
DateJan 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients600
DateMar 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients600
DateNov 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.1M
Employees5
Clients600
DateJul 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.1M
Employees5
Clients600
DateMar 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.1M
Employees5
Clients600
DateFeb 2012
Total AUM$952.4M
Discretionary$942.8M
Non-Disc.$9.6M
Employees11
Clients600
DateMar 2011
Total AUM$862.5M
Discretionary$851.1M
Non-Disc.$11.4M
Employees--
Clients--
DateFeb 2011
Total AUM$862.5M
Discretionary$851.1M
Non-Disc.$11.4M
Employees--
Clients--