KARSTEN FINANCIAL SERVICES, LP
Legal name: KARSTEN ADVISORS
CRD #158571 SEC #801-72936 FORT WORTH, TX 817-295-7400
SEC Registered
Total AUM
$413.8M
Discretionary
$413.8M
Employees
19
Clients
101
Accounts
1,915
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2018 | $413.8M | $413.8M | $0 | 19 | 26 |
| Aug 2018 | $413.8M | $413.8M | $0 | 20 | 26 |
| Jun 2018 | $413.8M | $413.8M | $0 | 20 | 26 |
| May 2018 | $413.8M | $413.8M | $0 | 20 | 26 |
| Apr 2018 | $413.8M | $413.8M | $0 | 19 | 26 |
| Apr 2018 | $413.8M | $413.8M | $0 | 19 | 26 |
| Mar 2018 | $413.8M | $413.8M | $0 | 19 | 26 |
| Mar 2018 | $328M | $328M | $0 | 25 | 26 |
| Feb 2018 | $328M | $328M | $0 | 24 | 26 |
| Oct 2017 | $328M | $328M | $0 | 23 | 26 |
| Sep 2017 | $328M | $328M | $0 | 23 | 700 |
| Sep 2017 | $328M | $328M | $0 | 23 | 700 |
| Sep 2017 | $328M | $328M | $0 | 23 | 700 |
| Aug 2017 | $328M | $328M | $0 | 21 | 700 |
| Jun 2017 | $328M | $328M | $0 | 20 | 700 |
| Mar 2017 | $328M | $328M | $0 | 20 | 700 |
| Feb 2017 | $209.3M | $209.3M | $0 | 19 | 700 |
| Aug 2016 | $209.3M | $209.3M | $0 | 19 | 700 |
| Mar 2016 | $209.3M | $209.3M | $0 | 19 | 700 |
| Feb 2016 | $182.2M | $182.2M | $0 | 24 | 1,100 |
| Sep 2015 | $182.2M | $182.2M | $0 | 24 | 1,100 |
| Sep 2015 | $182.2M | $182.2M | $0 | 24 | 1,100 |
| Mar 2015 | $182.2M | $182.2M | $0 | 24 | 1,100 |
| Mar 2014 | $157.6M | $157.6M | $0 | 16 | 804 |
| Nov 2013 | $137.5M | $137.5M | $0 | 13 | 344 |
| Nov 2013 | $137.5M | $137.5M | $0 | 13 | 344 |
| Feb 2013 | $137.5M | $137.5M | $0 | 13 | 344 |
| Jan 2013 | $175.5M | $104M | $71.5M | 8 | 400 |
| Jul 2012 | $175.5M | $104M | $71.5M | -- | 400 |
| May 2012 | $175.5M | $104M | $71.5M | -- | 400 |
| Apr 2012 | $175.5M | $104M | $71.5M | -- | 400 |
| Mar 2012 | $78.2M | $53.6M | $24.6M | -- | 0 |
| Feb 2012 | $0 | $0 | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
| Dec 2011 | $0 | $0 | $0 | -- | 0 |
DateDec 2018
Total AUM$413.8M
Discretionary$413.8M
Non-Disc.$0
Employees19
Clients26
DateAug 2018
Total AUM$413.8M
Discretionary$413.8M
Non-Disc.$0
Employees20
Clients26
DateJun 2018
Total AUM$413.8M
Discretionary$413.8M
Non-Disc.$0
Employees20
Clients26
DateMay 2018
Total AUM$413.8M
Discretionary$413.8M
Non-Disc.$0
Employees20
Clients26
DateApr 2018
Total AUM$413.8M
Discretionary$413.8M
Non-Disc.$0
Employees19
Clients26
DateApr 2018
Total AUM$413.8M
Discretionary$413.8M
Non-Disc.$0
Employees19
Clients26
DateMar 2018
Total AUM$413.8M
Discretionary$413.8M
Non-Disc.$0
Employees19
Clients26
DateMar 2018
Total AUM$328M
Discretionary$328M
Non-Disc.$0
Employees25
Clients26
DateFeb 2018
Total AUM$328M
Discretionary$328M
Non-Disc.$0
Employees24
Clients26
DateOct 2017
Total AUM$328M
Discretionary$328M
Non-Disc.$0
Employees23
Clients26
DateSep 2017
Total AUM$328M
Discretionary$328M
Non-Disc.$0
Employees23
Clients700
DateSep 2017
Total AUM$328M
Discretionary$328M
Non-Disc.$0
Employees23
Clients700
DateSep 2017
Total AUM$328M
Discretionary$328M
Non-Disc.$0
Employees23
Clients700
DateAug 2017
Total AUM$328M
Discretionary$328M
Non-Disc.$0
Employees21
Clients700
DateJun 2017
Total AUM$328M
Discretionary$328M
Non-Disc.$0
Employees20
Clients700
DateMar 2017
Total AUM$328M
Discretionary$328M
Non-Disc.$0
Employees20
Clients700
DateFeb 2017
Total AUM$209.3M
Discretionary$209.3M
Non-Disc.$0
Employees19
Clients700
DateAug 2016
Total AUM$209.3M
Discretionary$209.3M
Non-Disc.$0
Employees19
Clients700
DateMar 2016
Total AUM$209.3M
Discretionary$209.3M
Non-Disc.$0
Employees19
Clients700
DateFeb 2016
Total AUM$182.2M
Discretionary$182.2M
Non-Disc.$0
Employees24
Clients1,100
DateSep 2015
Total AUM$182.2M
Discretionary$182.2M
Non-Disc.$0
Employees24
Clients1,100
DateSep 2015
Total AUM$182.2M
Discretionary$182.2M
Non-Disc.$0
Employees24
Clients1,100
DateMar 2015
Total AUM$182.2M
Discretionary$182.2M
Non-Disc.$0
Employees24
Clients1,100
DateMar 2014
Total AUM$157.6M
Discretionary$157.6M
Non-Disc.$0
Employees16
Clients804
DateNov 2013
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees13
Clients344
DateNov 2013
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees13
Clients344
DateFeb 2013
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees13
Clients344
DateJan 2013
Total AUM$175.5M
Discretionary$104M
Non-Disc.$71.5M
Employees8
Clients400
DateJul 2012
Total AUM$175.5M
Discretionary$104M
Non-Disc.$71.5M
Employees--
Clients400
DateMay 2012
Total AUM$175.5M
Discretionary$104M
Non-Disc.$71.5M
Employees--
Clients400
DateApr 2012
Total AUM$175.5M
Discretionary$104M
Non-Disc.$71.5M
Employees--
Clients400
DateMar 2012
Total AUM$78.2M
Discretionary$53.6M
Non-Disc.$24.6M
Employees--
Clients0
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0