LOMBARD INVESTMENTS, INC.
Legal name: LOMBARD
CRD #157418 SEC #802-133830 415-397-5900
State Registered Exempt Reporting Private Funds
Total AUM
$224M
Discretionary
$224M
Employees
9
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2024 | $224M | $224M | $0 | 9 | 0 |
| Jun 2024 | $224M | $224M | $0 | 9 | 0 |
| Jun 2023 | $304.6M | $304.6M | $0 | 9 | 0 |
| Jun 2022 | $358.2M | $358.2M | $0 | 9 | 0 |
| May 2021 | $411.8M | $411.8M | $0 | 9 | 0 |
| Jan 2021 | $385.9M | $385.9M | $0 | 24 | 0 |
| Jun 2020 | $337.5M | $337.5M | $0 | 24 | 0 |
| Jun 2019 | $364.5M | $364.5M | $0 | 24 | 0 |
| Jan 2019 | $374M | $374M | $0 | 22 | 0 |
| Jun 2018 | $374M | $374M | $0 | 22 | 0 |
| Jun 2017 | $461.6M | $461.6M | $0 | 23 | 1 |
| Jun 2016 | $474.5M | $474.5M | $0 | 5 | 1 |
| Jan 2016 | $479.1M | $479.1M | $0 | 5 | 1 |
| Jul 2015 | $508.3M | $508.3M | $0 | 5 | 1 |
| Jun 2015 | $508.3M | $508.3M | $0 | 5 | 1 |
| Aug 2014 | $524.8M | $524.8M | $0 | 5 | 1 |
| Jun 2014 | $524.8M | $524.8M | $0 | 5 | 1 |
| Jun 2013 | $461.4M | $455.9M | $5.5M | 5 | 1 |
| Dec 2012 | $513.7M | $506.9M | $6.8M | 5 | 1 |
| Jun 2012 | $607.6M | $600M | $7.7M | -- | 1 |
| Feb 2012 | $570.3M | $562.2M | $8.1M | -- | 1 |
DateDec 2024
Total AUM$224M
Discretionary$224M
Non-Disc.$0
Employees9
Clients0
DateJun 2024
Total AUM$224M
Discretionary$224M
Non-Disc.$0
Employees9
Clients0
DateJun 2023
Total AUM$304.6M
Discretionary$304.6M
Non-Disc.$0
Employees9
Clients0
DateJun 2022
Total AUM$358.2M
Discretionary$358.2M
Non-Disc.$0
Employees9
Clients0
DateMay 2021
Total AUM$411.8M
Discretionary$411.8M
Non-Disc.$0
Employees9
Clients0
DateJan 2021
Total AUM$385.9M
Discretionary$385.9M
Non-Disc.$0
Employees24
Clients0
DateJun 2020
Total AUM$337.5M
Discretionary$337.5M
Non-Disc.$0
Employees24
Clients0
DateJun 2019
Total AUM$364.5M
Discretionary$364.5M
Non-Disc.$0
Employees24
Clients0
DateJan 2019
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees22
Clients0
DateJun 2018
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees22
Clients0
DateJun 2017
Total AUM$461.6M
Discretionary$461.6M
Non-Disc.$0
Employees23
Clients1
DateJun 2016
Total AUM$474.5M
Discretionary$474.5M
Non-Disc.$0
Employees5
Clients1
DateJan 2016
Total AUM$479.1M
Discretionary$479.1M
Non-Disc.$0
Employees5
Clients1
DateJul 2015
Total AUM$508.3M
Discretionary$508.3M
Non-Disc.$0
Employees5
Clients1
DateJun 2015
Total AUM$508.3M
Discretionary$508.3M
Non-Disc.$0
Employees5
Clients1
DateAug 2014
Total AUM$524.8M
Discretionary$524.8M
Non-Disc.$0
Employees5
Clients1
DateJun 2014
Total AUM$524.8M
Discretionary$524.8M
Non-Disc.$0
Employees5
Clients1
DateJun 2013
Total AUM$461.4M
Discretionary$455.9M
Non-Disc.$5.5M
Employees5
Clients1
DateDec 2012
Total AUM$513.7M
Discretionary$506.9M
Non-Disc.$6.8M
Employees5
Clients1
DateJun 2012
Total AUM$607.6M
Discretionary$600M
Non-Disc.$7.7M
Employees--
Clients1
DateFeb 2012
Total AUM$570.3M
Discretionary$562.2M
Non-Disc.$8.1M
Employees--
Clients1