HOUSATONIC MANAGEMENT COMPANY, INC.
Legal name: HOUSATONIC PARTNERS
CRD #157618 SEC #801-74152 SAN FRANCISCO, CA (415) 955-9020
SEC Registered Private Funds
Total AUM
$1.5B
Discretionary
$1.5B
Employees
20
Clients
--
Accounts
13
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.5B | $1.5B | $0 | 20 | 0 |
| Mar 2025 | $1.5B | $1.5B | $0 | 20 | 0 |
| Dec 2024 | $1.4B | $1.4B | $0 | 16 | 0 |
| Mar 2024 | $1.4B | $1.4B | $0 | 16 | 0 |
| Mar 2023 | $1.4B | $1.4B | $0 | 17 | 0 |
| Nov 2022 | $1.5B | $1.5B | $0 | 19 | 0 |
| Mar 2022 | $1.5B | $1.5B | $0 | 19 | 0 |
| Apr 2021 | $1.1B | $1.1B | $0 | 17 | 0 |
| Mar 2021 | $1.1B | $1.1B | $0 | 17 | 0 |
| Apr 2020 | $1.2B | $1.2B | $0 | 19 | 0 |
| Mar 2020 | $1.2B | $1.2B | $0 | 19 | 0 |
| Mar 2019 | $1.2B | $1.2B | $0 | 16 | 0 |
| Oct 2018 | $1.2B | $1.2B | $0 | 20 | 0 |
| Mar 2018 | $1.2B | $1.2B | $0 | 20 | 0 |
| Mar 2017 | $1.4B | $1.4B | $0 | 20 | 11 |
| Mar 2016 | $1.4B | $1.4B | $0 | 20 | 11 |
| Mar 2015 | $1.1B | $1.1B | $0 | 18 | 11 |
| May 2014 | $1B | $1B | $0 | 19 | 11 |
| Mar 2014 | $1B | $1B | $0 | 19 | 11 |
| Mar 2013 | $950.2M | $950.2M | $0 | 18 | 11 |
| Mar 2013 | $950.2M | $950.2M | $0 | 18 | 11 |
| Sep 2012 | $1.1B | $1.1B | $0 | -- | 11 |
| Feb 2012 | $1.1B | $1.1B | $0 | -- | 11 |
DateJul 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees20
Clients0
DateMar 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees20
Clients0
DateDec 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees17
Clients0
DateNov 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees19
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees19
Clients0
DateApr 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateApr 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees19
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees19
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients0
DateOct 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees20
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees20
Clients0
DateMar 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees20
Clients11
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees20
Clients11
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients11
DateMay 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees19
Clients11
DateMar 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees19
Clients11
DateMar 2013
Total AUM$950.2M
Discretionary$950.2M
Non-Disc.$0
Employees18
Clients11
DateMar 2013
Total AUM$950.2M
Discretionary$950.2M
Non-Disc.$0
Employees18
Clients11
DateSep 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients11
DateFeb 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients11