MERRYFIELD BARNES, LLC
CRD #159862 SEC #801-72949 ITHACA, NY (607) 882-9988
SEC Registered
Total AUM
$112.9M
Discretionary
$105.4M
Employees
4
Clients
--
Accounts
479
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $112.9M | $105.4M | $7.5M | 4 | 0 |
| Mar 2024 | $102.6M | $95.9M | $6.7M | 4 | 0 |
| Apr 2023 | $93.4M | $87M | $6.3M | 4 | 0 |
| Mar 2023 | $93.4M | $87M | $6.3M | 4 | 0 |
| Apr 2022 | $105.2M | $98.5M | $6.6M | 4 | 0 |
| Apr 2021 | $92.1M | $85.7M | $6.4M | 3 | 0 |
| Apr 2021 | $92.1M | $85.7M | $6.4M | 3 | 0 |
| Jun 2020 | $67.2M | $60.7M | $6.4M | 3 | 0 |
| Mar 2020 | $67.2M | $60.7M | $6.4M | 3 | 0 |
| Mar 2019 | $58M | $51.8M | $6.2M | 3 | 0 |
| Jan 2019 | $58M | $51.8M | $6.2M | 3 | 0 |
| Jan 2019 | $58M | $51.8M | $6.2M | 3 | 0 |
| Sep 2018 | $62.8M | $56.6M | $6.2M | 3 | 0 |
| Mar 2018 | $62.8M | $56.6M | $6.2M | 3 | 0 |
| Mar 2017 | $56.7M | $50.7M | $6M | 4 | 142 |
| Jan 2017 | $49.9M | $43.9M | $6M | 3 | 126 |
| Jan 2017 | $49.9M | $43.9M | $6M | 3 | 126 |
| Mar 2016 | $49.9M | $43.9M | $6M | 3 | 126 |
| Mar 2016 | $49.9M | $43.9M | $6M | 3 | 126 |
| Mar 2015 | $47.6M | $38.9M | $8.7M | 3 | 126 |
| Jun 2014 | $41.8M | $35.5M | $6.3M | 3 | 126 |
| Mar 2014 | $41.8M | $35.5M | $6.3M | 3 | 126 |
| Aug 2013 | $35.6M | $29.1M | $6.4M | 2 | 107 |
| Mar 2013 | $35.6M | $29.1M | $6.4M | 2 | 107 |
| Jan 2013 | $26.5M | $26.5M | $0 | 2 | 26 |
| Apr 2012 | $26.5M | $26.5M | $0 | -- | 26 |
| Mar 2012 | $26.5M | $26.5M | $0 | -- | 26 |
| Dec 2011 | $0 | $0 | $0 | -- | 0 |
| Dec 2011 | $0 | $0 | $0 | -- | 0 |
DateMar 2025
Total AUM$112.9M
Discretionary$105.4M
Non-Disc.$7.5M
Employees4
Clients0
DateMar 2024
Total AUM$102.6M
Discretionary$95.9M
Non-Disc.$6.7M
Employees4
Clients0
DateApr 2023
Total AUM$93.4M
Discretionary$87M
Non-Disc.$6.3M
Employees4
Clients0
DateMar 2023
Total AUM$93.4M
Discretionary$87M
Non-Disc.$6.3M
Employees4
Clients0
DateApr 2022
Total AUM$105.2M
Discretionary$98.5M
Non-Disc.$6.6M
Employees4
Clients0
DateApr 2021
Total AUM$92.1M
Discretionary$85.7M
Non-Disc.$6.4M
Employees3
Clients0
DateApr 2021
Total AUM$92.1M
Discretionary$85.7M
Non-Disc.$6.4M
Employees3
Clients0
DateJun 2020
Total AUM$67.2M
Discretionary$60.7M
Non-Disc.$6.4M
Employees3
Clients0
DateMar 2020
Total AUM$67.2M
Discretionary$60.7M
Non-Disc.$6.4M
Employees3
Clients0
DateMar 2019
Total AUM$58M
Discretionary$51.8M
Non-Disc.$6.2M
Employees3
Clients0
DateJan 2019
Total AUM$58M
Discretionary$51.8M
Non-Disc.$6.2M
Employees3
Clients0
DateJan 2019
Total AUM$58M
Discretionary$51.8M
Non-Disc.$6.2M
Employees3
Clients0
DateSep 2018
Total AUM$62.8M
Discretionary$56.6M
Non-Disc.$6.2M
Employees3
Clients0
DateMar 2018
Total AUM$62.8M
Discretionary$56.6M
Non-Disc.$6.2M
Employees3
Clients0
DateMar 2017
Total AUM$56.7M
Discretionary$50.7M
Non-Disc.$6M
Employees4
Clients142
DateJan 2017
Total AUM$49.9M
Discretionary$43.9M
Non-Disc.$6M
Employees3
Clients126
DateJan 2017
Total AUM$49.9M
Discretionary$43.9M
Non-Disc.$6M
Employees3
Clients126
DateMar 2016
Total AUM$49.9M
Discretionary$43.9M
Non-Disc.$6M
Employees3
Clients126
DateMar 2016
Total AUM$49.9M
Discretionary$43.9M
Non-Disc.$6M
Employees3
Clients126
DateMar 2015
Total AUM$47.6M
Discretionary$38.9M
Non-Disc.$8.7M
Employees3
Clients126
DateJun 2014
Total AUM$41.8M
Discretionary$35.5M
Non-Disc.$6.3M
Employees3
Clients126
DateMar 2014
Total AUM$41.8M
Discretionary$35.5M
Non-Disc.$6.3M
Employees3
Clients126
DateAug 2013
Total AUM$35.6M
Discretionary$29.1M
Non-Disc.$6.4M
Employees2
Clients107
DateMar 2013
Total AUM$35.6M
Discretionary$29.1M
Non-Disc.$6.4M
Employees2
Clients107
DateJan 2013
Total AUM$26.5M
Discretionary$26.5M
Non-Disc.$0
Employees2
Clients26
DateApr 2012
Total AUM$26.5M
Discretionary$26.5M
Non-Disc.$0
Employees--
Clients26
DateMar 2012
Total AUM$26.5M
Discretionary$26.5M
Non-Disc.$0
Employees--
Clients26
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0