EMPIRICAL ASSET MANAGEMENT, LLC
CRD #155436 SEC #801-71967 WELLESLEY, MA 781-431-2223
SEC Registered Private Funds
Total AUM
$467M
Discretionary
$448.8M
Employees
14
Clients
--
Accounts
988
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $467M | $448.8M | $18.2M | 14 | 15 |
| May 2025 | $467M | $448.8M | $18.2M | 14 | 15 |
| May 2025 | $467M | $448.8M | $18.2M | 14 | 15 |
| Mar 2025 | $467M | $448.8M | $18.2M | 14 | 15 |
| Jan 2025 | $328.7M | $316.8M | $11.9M | 12 | 2 |
| Apr 2024 | $328.7M | $316.8M | $11.9M | 12 | 2 |
| Mar 2024 | $328.7M | $316.8M | $11.9M | 12 | 2 |
| Nov 2023 | $290.2M | $288.5M | $1.8M | 11 | 5 |
| Sep 2023 | $290.2M | $288.5M | $1.8M | 11 | 5 |
| Jun 2023 | $290.2M | $288.5M | $1.8M | 11 | 5 |
| Mar 2023 | $290.2M | $288.5M | $1.8M | 11 | 5 |
| Dec 2022 | $205M | $203.7M | $1.3M | 7 | 2 |
| Dec 2022 | $205M | $203.7M | $1.3M | 7 | 2 |
| Oct 2022 | $205M | $203.7M | $1.3M | 7 | 2 |
| Aug 2022 | $205M | $203.7M | $1.3M | 7 | 2 |
| Mar 2022 | $205M | $203.7M | $1.3M | 7 | 2 |
| Aug 2021 | $107.5M | $105.4M | $2.1M | 4 | 0 |
| Aug 2021 | $107.5M | $105.4M | $2.1M | 4 | 0 |
| Aug 2021 | $107.5M | $105.4M | $2.1M | 4 | 0 |
| Jun 2021 | $107.5M | $105.4M | $2.1M | 4 | 0 |
| Apr 2021 | $107.5M | $105.4M | $2.1M | 4 | 0 |
| Mar 2021 | $107.5M | $105.4M | $2.1M | 4 | 0 |
| Nov 2020 | $102.4M | $97.9M | $4.5M | 4 | 0 |
| May 2020 | $102.4M | $97.9M | $4.5M | 4 | 0 |
| Mar 2020 | $102.4M | $97.9M | $4.5M | 4 | 0 |
| Mar 2019 | $90.6M | $89.3M | $1.3M | 4 | 1 |
| Jul 2018 | $99.5M | $98.1M | $1.4M | 4 | 1 |
| Jun 2018 | $99.5M | $98.1M | $1.4M | 4 | 1 |
| Mar 2018 | $99.5M | $98.1M | $1.4M | 4 | 2 |
| Jul 2017 | $112.6M | $87.5M | $25.1M | 4 | 100 |
| Mar 2017 | $112.6M | $87.5M | $25.1M | 4 | 100 |
| Oct 2016 | $121.8M | $96.6M | $25.2M | 5 | 100 |
| Mar 2016 | $121.8M | $96.6M | $25.2M | 4 | 100 |
| Jun 2015 | $152.9M | $127.4M | $25.5M | 4 | 100 |
| Jun 2015 | $152.9M | $127.4M | $25.5M | 4 | 100 |
| May 2015 | $152.9M | $127.4M | $25.5M | 4 | 100 |
| Mar 2015 | $152.9M | $127.4M | $25.5M | 4 | 100 |
| May 2014 | $111.6M | $106.1M | $5.5M | 3 | 100 |
| Mar 2014 | $111.6M | $106.1M | $5.5M | 3 | 26 |
| May 2013 | $143.9M | $142.5M | $1.5M | 3 | 26 |
| May 2013 | $143.9M | $142.5M | $1.5M | 3 | 26 |
| May 2013 | $143.9M | $142.5M | $1.5M | 3 | 26 |
| May 2013 | $143.9M | $142.5M | $1.5M | 3 | 26 |
| May 2013 | $143.9M | $142.5M | $1.5M | 3 | 26 |
| Mar 2013 | $143.9M | $142.5M | $1.5M | 3 | 26 |
| Feb 2013 | $127.4M | $123.8M | $3.6M | 3 | 26 |
| Jan 2013 | $127.4M | $123.8M | $3.6M | 3 | 26 |
| Oct 2012 | $127.4M | $123.8M | $3.6M | 1 | 26 |
| Jun 2012 | $90.6M | $77.4M | $13.2M | 1 | 26 |
| Mar 2012 | $73.2M | $40.4M | $32.8M | 1 | 26 |
DateSep 2025
Total AUM$467M
Discretionary$448.8M
Non-Disc.$18.2M
Employees14
Clients15
DateMay 2025
Total AUM$467M
Discretionary$448.8M
Non-Disc.$18.2M
Employees14
Clients15
DateMay 2025
Total AUM$467M
Discretionary$448.8M
Non-Disc.$18.2M
Employees14
Clients15
DateMar 2025
Total AUM$467M
Discretionary$448.8M
Non-Disc.$18.2M
Employees14
Clients15
DateJan 2025
Total AUM$328.7M
Discretionary$316.8M
Non-Disc.$11.9M
Employees12
Clients2
DateApr 2024
Total AUM$328.7M
Discretionary$316.8M
Non-Disc.$11.9M
Employees12
Clients2
DateMar 2024
Total AUM$328.7M
Discretionary$316.8M
Non-Disc.$11.9M
Employees12
Clients2
DateNov 2023
Total AUM$290.2M
Discretionary$288.5M
Non-Disc.$1.8M
Employees11
Clients5
DateSep 2023
Total AUM$290.2M
Discretionary$288.5M
Non-Disc.$1.8M
Employees11
Clients5
DateJun 2023
Total AUM$290.2M
Discretionary$288.5M
Non-Disc.$1.8M
Employees11
Clients5
DateMar 2023
Total AUM$290.2M
Discretionary$288.5M
Non-Disc.$1.8M
Employees11
Clients5
DateDec 2022
Total AUM$205M
Discretionary$203.7M
Non-Disc.$1.3M
Employees7
Clients2
DateDec 2022
Total AUM$205M
Discretionary$203.7M
Non-Disc.$1.3M
Employees7
Clients2
DateOct 2022
Total AUM$205M
Discretionary$203.7M
Non-Disc.$1.3M
Employees7
Clients2
DateAug 2022
Total AUM$205M
Discretionary$203.7M
Non-Disc.$1.3M
Employees7
Clients2
DateMar 2022
Total AUM$205M
Discretionary$203.7M
Non-Disc.$1.3M
Employees7
Clients2
DateAug 2021
Total AUM$107.5M
Discretionary$105.4M
Non-Disc.$2.1M
Employees4
Clients0
DateAug 2021
Total AUM$107.5M
Discretionary$105.4M
Non-Disc.$2.1M
Employees4
Clients0
DateAug 2021
Total AUM$107.5M
Discretionary$105.4M
Non-Disc.$2.1M
Employees4
Clients0
DateJun 2021
Total AUM$107.5M
Discretionary$105.4M
Non-Disc.$2.1M
Employees4
Clients0
DateApr 2021
Total AUM$107.5M
Discretionary$105.4M
Non-Disc.$2.1M
Employees4
Clients0
DateMar 2021
Total AUM$107.5M
Discretionary$105.4M
Non-Disc.$2.1M
Employees4
Clients0
DateNov 2020
Total AUM$102.4M
Discretionary$97.9M
Non-Disc.$4.5M
Employees4
Clients0
DateMay 2020
Total AUM$102.4M
Discretionary$97.9M
Non-Disc.$4.5M
Employees4
Clients0
DateMar 2020
Total AUM$102.4M
Discretionary$97.9M
Non-Disc.$4.5M
Employees4
Clients0
DateMar 2019
Total AUM$90.6M
Discretionary$89.3M
Non-Disc.$1.3M
Employees4
Clients1
DateJul 2018
Total AUM$99.5M
Discretionary$98.1M
Non-Disc.$1.4M
Employees4
Clients1
DateJun 2018
Total AUM$99.5M
Discretionary$98.1M
Non-Disc.$1.4M
Employees4
Clients1
DateMar 2018
Total AUM$99.5M
Discretionary$98.1M
Non-Disc.$1.4M
Employees4
Clients2
DateJul 2017
Total AUM$112.6M
Discretionary$87.5M
Non-Disc.$25.1M
Employees4
Clients100
DateMar 2017
Total AUM$112.6M
Discretionary$87.5M
Non-Disc.$25.1M
Employees4
Clients100
DateOct 2016
Total AUM$121.8M
Discretionary$96.6M
Non-Disc.$25.2M
Employees5
Clients100
DateMar 2016
Total AUM$121.8M
Discretionary$96.6M
Non-Disc.$25.2M
Employees4
Clients100
DateJun 2015
Total AUM$152.9M
Discretionary$127.4M
Non-Disc.$25.5M
Employees4
Clients100
DateJun 2015
Total AUM$152.9M
Discretionary$127.4M
Non-Disc.$25.5M
Employees4
Clients100
DateMay 2015
Total AUM$152.9M
Discretionary$127.4M
Non-Disc.$25.5M
Employees4
Clients100
DateMar 2015
Total AUM$152.9M
Discretionary$127.4M
Non-Disc.$25.5M
Employees4
Clients100
DateMay 2014
Total AUM$111.6M
Discretionary$106.1M
Non-Disc.$5.5M
Employees3
Clients100
DateMar 2014
Total AUM$111.6M
Discretionary$106.1M
Non-Disc.$5.5M
Employees3
Clients26
DateMay 2013
Total AUM$143.9M
Discretionary$142.5M
Non-Disc.$1.5M
Employees3
Clients26
DateMay 2013
Total AUM$143.9M
Discretionary$142.5M
Non-Disc.$1.5M
Employees3
Clients26
DateMay 2013
Total AUM$143.9M
Discretionary$142.5M
Non-Disc.$1.5M
Employees3
Clients26
DateMay 2013
Total AUM$143.9M
Discretionary$142.5M
Non-Disc.$1.5M
Employees3
Clients26
DateMay 2013
Total AUM$143.9M
Discretionary$142.5M
Non-Disc.$1.5M
Employees3
Clients26
DateMar 2013
Total AUM$143.9M
Discretionary$142.5M
Non-Disc.$1.5M
Employees3
Clients26
DateFeb 2013
Total AUM$127.4M
Discretionary$123.8M
Non-Disc.$3.6M
Employees3
Clients26
DateJan 2013
Total AUM$127.4M
Discretionary$123.8M
Non-Disc.$3.6M
Employees3
Clients26
DateOct 2012
Total AUM$127.4M
Discretionary$123.8M
Non-Disc.$3.6M
Employees1
Clients26
DateJun 2012
Total AUM$90.6M
Discretionary$77.4M
Non-Disc.$13.2M
Employees1
Clients26
DateMar 2012
Total AUM$73.2M
Discretionary$40.4M
Non-Disc.$32.8M
Employees1
Clients26