BARRETT ASSET MANAGEMENT, LLC
CRD #157047 SEC #801-72395 NEW YORK, NY 212-983-5080
SEC Registered
Total AUM
$67.1M
Discretionary
$67.1M
Employees
18
Clients
0
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2023 | $67.1M | $67.1M | $0 | 18 | 1 |
| Aug 2023 | $67.1M | $67.1M | $0 | 18 | 1 |
| Apr 2023 | $67.1M | $67.1M | $0 | 18 | 1 |
| Mar 2023 | $2.9B | $2.9B | $63.1M | 18 | 1 |
| Jan 2023 | $2.9B | $2.9B | $63.1M | 18 | 1 |
| Jul 2022 | $2.9B | $2.9B | $63.1M | 18 | 1 |
| May 2022 | $2.9B | $2.9B | $63.1M | 18 | 1 |
| Mar 2022 | $2.9B | $2.9B | $63.1M | 18 | 1 |
| May 2021 | $2.7B | $2.4B | $324M | 19 | 1 |
| Mar 2021 | $2.5B | $2.2B | $302.4M | 19 | 1 |
| Jul 2020 | $2.1B | $1.9B | $250.5M | 19 | 1 |
| Jun 2020 | $2.1B | $1.9B | $250.5M | 19 | 1 |
| Apr 2020 | $2.1B | $1.9B | $250.5M | 19 | 1 |
| Mar 2020 | $2.1B | $1.9B | $250.5M | 19 | 1 |
| Mar 2019 | $1.7B | $1.5B | $199.7M | 18 | 1 |
| Mar 2018 | $1.8B | $1.6B | $215.5M | 18 | 0 |
| May 2017 | $1.5B | $1.4B | $186.1M | 18 | 400 |
| Mar 2017 | $1.5B | $1.4B | $186.1M | 16 | 400 |
| Aug 2016 | $1.5B | $1.3B | $179M | 15 | 400 |
| Mar 2016 | $1.5B | $1.3B | $179M | 15 | 400 |
| Aug 2015 | $1.6B | $1.4B | $162.8M | 14 | 400 |
| Mar 2015 | $1.6B | $1.4B | $162.8M | 14 | 400 |
| Mar 2014 | $1.5B | $1.3B | $160.8M | 15 | 700 |
| Sep 2013 | $1.2B | $1.1B | $126.8M | 17 | 800 |
| Mar 2013 | $1.2B | $1.1B | $126.8M | 17 | 800 |
| Jun 2012 | $1.2B | $1.1B | $114.6M | 11 | 700 |
| Apr 2012 | $1.2B | $1.1B | $114.6M | 11 | 700 |
| Apr 2012 | $1.2B | $1.1B | $114.6M | 11 | 700 |
| Feb 2012 | $1.2B | $1.1B | $114.6M | 11 | 700 |
| Aug 2011 | $1.3B | $1.2B | $119.6M | -- | -- |
| May 2011 | $1.3B | $1.2B | $119.6M | -- | -- |
DateNov 2023
Total AUM$67.1M
Discretionary$67.1M
Non-Disc.$0
Employees18
Clients1
DateAug 2023
Total AUM$67.1M
Discretionary$67.1M
Non-Disc.$0
Employees18
Clients1
DateApr 2023
Total AUM$67.1M
Discretionary$67.1M
Non-Disc.$0
Employees18
Clients1
DateMar 2023
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$63.1M
Employees18
Clients1
DateJan 2023
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$63.1M
Employees18
Clients1
DateJul 2022
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$63.1M
Employees18
Clients1
DateMay 2022
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$63.1M
Employees18
Clients1
DateMar 2022
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$63.1M
Employees18
Clients1
DateMay 2021
Total AUM$2.7B
Discretionary$2.4B
Non-Disc.$324M
Employees19
Clients1
DateMar 2021
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$302.4M
Employees19
Clients1
DateJul 2020
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$250.5M
Employees19
Clients1
DateJun 2020
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$250.5M
Employees19
Clients1
DateApr 2020
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$250.5M
Employees19
Clients1
DateMar 2020
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$250.5M
Employees19
Clients1
DateMar 2019
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$199.7M
Employees18
Clients1
DateMar 2018
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$215.5M
Employees18
Clients0
DateMay 2017
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$186.1M
Employees18
Clients400
DateMar 2017
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$186.1M
Employees16
Clients400
DateAug 2016
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$179M
Employees15
Clients400
DateMar 2016
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$179M
Employees15
Clients400
DateAug 2015
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$162.8M
Employees14
Clients400
DateMar 2015
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$162.8M
Employees14
Clients400
DateMar 2014
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$160.8M
Employees15
Clients700
DateSep 2013
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$126.8M
Employees17
Clients800
DateMar 2013
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$126.8M
Employees17
Clients800
DateJun 2012
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$114.6M
Employees11
Clients700
DateApr 2012
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$114.6M
Employees11
Clients700
DateApr 2012
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$114.6M
Employees11
Clients700
DateFeb 2012
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$114.6M
Employees11
Clients700
DateAug 2011
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$119.6M
Employees--
Clients--
DateMay 2011
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$119.6M
Employees--
Clients--