TOWNSEND HOLDINGS LLC
CRD #160006 SEC #801-72968 CLEVELAND, OH 216-781-9090
SEC Registered Private Funds
Total AUM
$19.3B
Discretionary
$16.5B
Employees
107
Clients
--
Accounts
64
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $19.3B | $16.5B | $2.8B | 107 | 28 |
| May 2025 | $19.3B | $16.5B | $2.8B | 107 | 28 |
| Mar 2025 | $19.3B | $16.5B | $2.8B | 107 | 28 |
| Aug 2024 | $22.1B | $17.6B | $4.5B | 120 | 31 |
| Mar 2024 | $22.1B | $17.6B | $4.5B | 120 | 31 |
| Feb 2024 | $23.9B | $18.6B | $5.3B | 122 | 54 |
| Oct 2023 | $23.9B | $18.6B | $5.3B | 122 | 54 |
| May 2023 | $23.9B | $18.6B | $5.3B | 122 | 54 |
| Mar 2023 | $23.9B | $18.6B | $5.3B | 122 | 54 |
| Nov 2022 | $21.6B | $17B | $4.6B | 119 | 37 |
| Sep 2022 | $21.6B | $17B | $4.6B | 119 | 37 |
| Jul 2022 | $21.6B | $17B | $4.6B | 119 | 37 |
| May 2022 | $21.6B | $17B | $4.6B | 119 | 37 |
| Mar 2022 | $21.6B | $17B | $4.6B | 119 | 37 |
| Dec 2021 | $18.7B | $14.5B | $4.2B | 119 | 40 |
| Aug 2021 | $18.7B | $14.5B | $4.2B | 119 | 40 |
| May 2021 | $18.7B | $14.5B | $4.2B | 119 | 40 |
| Mar 2021 | $18.7B | $14.5B | $4.2B | 119 | 40 |
| Apr 2020 | $18B | $14.1B | $3.9B | 125 | 39 |
| Mar 2020 | $18B | $14.1B | $3.9B | 125 | 39 |
| Mar 2020 | $16.4B | $13.1B | $3.3B | 125 | 41 |
| Jan 2020 | $16.4B | $13.1B | $3.3B | 125 | 41 |
| Dec 2019 | $16.4B | $13.1B | $3.3B | 125 | 41 |
| Mar 2019 | $16.4B | $13.1B | $3.3B | 125 | 41 |
| Mar 2018 | $14B | $11.9B | $2.2B | 96 | 55 |
| Feb 2018 | $13.5B | $11.5B | $2B | 102 | 45 |
| Jan 2018 | $13.5B | $11.5B | $2B | 102 | 45 |
| May 2017 | $13.5B | $11.5B | $2B | 102 | 105 |
| May 2017 | $13.5B | $11.5B | $2B | 102 | 105 |
| Mar 2017 | $13.5B | $11.5B | $2B | 102 | 105 |
| Feb 2017 | $13.1B | $10.9B | $2.1B | 104 | 103 |
| Sep 2016 | $13.1B | $10.9B | $2.1B | 104 | 103 |
| Mar 2016 | $13.1B | $10.9B | $2.1B | 104 | 103 |
| Mar 2016 | $13.1B | $10.9B | $2.1B | 104 | 103 |
| Feb 2016 | $12.3B | $10.1B | $2.2B | 103 | 106 |
| Mar 2015 | $12.3B | $10.1B | $2.2B | 103 | 106 |
| Jul 2014 | $11.2B | $9B | $2.1B | 95 | 26 |
| Mar 2014 | $11.2B | $9B | $2.1B | 95 | 26 |
| Jan 2014 | $9B | $7.5B | $1.5B | 79 | 26 |
| Apr 2013 | $9B | $7.5B | $1.5B | 79 | 26 |
| Aug 2012 | $6.8B | $6.8B | $0 | -- | 26 |
| May 2012 | $6.8B | $6.8B | $0 | -- | 26 |
| Mar 2012 | $6.8B | $6.8B | $0 | -- | 26 |
| Jan 2012 | $7.2B | $7.2B | $0 | -- | 26 |
| Dec 2011 | $7.2B | $7.2B | $0 | -- | 26 |
DateSep 2025
Total AUM$19.3B
Discretionary$16.5B
Non-Disc.$2.8B
Employees107
Clients28
DateMay 2025
Total AUM$19.3B
Discretionary$16.5B
Non-Disc.$2.8B
Employees107
Clients28
DateMar 2025
Total AUM$19.3B
Discretionary$16.5B
Non-Disc.$2.8B
Employees107
Clients28
DateAug 2024
Total AUM$22.1B
Discretionary$17.6B
Non-Disc.$4.5B
Employees120
Clients31
DateMar 2024
Total AUM$22.1B
Discretionary$17.6B
Non-Disc.$4.5B
Employees120
Clients31
DateFeb 2024
Total AUM$23.9B
Discretionary$18.6B
Non-Disc.$5.3B
Employees122
Clients54
DateOct 2023
Total AUM$23.9B
Discretionary$18.6B
Non-Disc.$5.3B
Employees122
Clients54
DateMay 2023
Total AUM$23.9B
Discretionary$18.6B
Non-Disc.$5.3B
Employees122
Clients54
DateMar 2023
Total AUM$23.9B
Discretionary$18.6B
Non-Disc.$5.3B
Employees122
Clients54
DateNov 2022
Total AUM$21.6B
Discretionary$17B
Non-Disc.$4.6B
Employees119
Clients37
DateSep 2022
Total AUM$21.6B
Discretionary$17B
Non-Disc.$4.6B
Employees119
Clients37
DateJul 2022
Total AUM$21.6B
Discretionary$17B
Non-Disc.$4.6B
Employees119
Clients37
DateMay 2022
Total AUM$21.6B
Discretionary$17B
Non-Disc.$4.6B
Employees119
Clients37
DateMar 2022
Total AUM$21.6B
Discretionary$17B
Non-Disc.$4.6B
Employees119
Clients37
DateDec 2021
Total AUM$18.7B
Discretionary$14.5B
Non-Disc.$4.2B
Employees119
Clients40
DateAug 2021
Total AUM$18.7B
Discretionary$14.5B
Non-Disc.$4.2B
Employees119
Clients40
DateMay 2021
Total AUM$18.7B
Discretionary$14.5B
Non-Disc.$4.2B
Employees119
Clients40
DateMar 2021
Total AUM$18.7B
Discretionary$14.5B
Non-Disc.$4.2B
Employees119
Clients40
DateApr 2020
Total AUM$18B
Discretionary$14.1B
Non-Disc.$3.9B
Employees125
Clients39
DateMar 2020
Total AUM$18B
Discretionary$14.1B
Non-Disc.$3.9B
Employees125
Clients39
DateMar 2020
Total AUM$16.4B
Discretionary$13.1B
Non-Disc.$3.3B
Employees125
Clients41
DateJan 2020
Total AUM$16.4B
Discretionary$13.1B
Non-Disc.$3.3B
Employees125
Clients41
DateDec 2019
Total AUM$16.4B
Discretionary$13.1B
Non-Disc.$3.3B
Employees125
Clients41
DateMar 2019
Total AUM$16.4B
Discretionary$13.1B
Non-Disc.$3.3B
Employees125
Clients41
DateMar 2018
Total AUM$14B
Discretionary$11.9B
Non-Disc.$2.2B
Employees96
Clients55
DateFeb 2018
Total AUM$13.5B
Discretionary$11.5B
Non-Disc.$2B
Employees102
Clients45
DateJan 2018
Total AUM$13.5B
Discretionary$11.5B
Non-Disc.$2B
Employees102
Clients45
DateMay 2017
Total AUM$13.5B
Discretionary$11.5B
Non-Disc.$2B
Employees102
Clients105
DateMay 2017
Total AUM$13.5B
Discretionary$11.5B
Non-Disc.$2B
Employees102
Clients105
DateMar 2017
Total AUM$13.5B
Discretionary$11.5B
Non-Disc.$2B
Employees102
Clients105
DateFeb 2017
Total AUM$13.1B
Discretionary$10.9B
Non-Disc.$2.1B
Employees104
Clients103
DateSep 2016
Total AUM$13.1B
Discretionary$10.9B
Non-Disc.$2.1B
Employees104
Clients103
DateMar 2016
Total AUM$13.1B
Discretionary$10.9B
Non-Disc.$2.1B
Employees104
Clients103
DateMar 2016
Total AUM$13.1B
Discretionary$10.9B
Non-Disc.$2.1B
Employees104
Clients103
DateFeb 2016
Total AUM$12.3B
Discretionary$10.1B
Non-Disc.$2.2B
Employees103
Clients106
DateMar 2015
Total AUM$12.3B
Discretionary$10.1B
Non-Disc.$2.2B
Employees103
Clients106
DateJul 2014
Total AUM$11.2B
Discretionary$9B
Non-Disc.$2.1B
Employees95
Clients26
DateMar 2014
Total AUM$11.2B
Discretionary$9B
Non-Disc.$2.1B
Employees95
Clients26
DateJan 2014
Total AUM$9B
Discretionary$7.5B
Non-Disc.$1.5B
Employees79
Clients26
DateApr 2013
Total AUM$9B
Discretionary$7.5B
Non-Disc.$1.5B
Employees79
Clients26
DateAug 2012
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees--
Clients26
DateMay 2012
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees--
Clients26
DateMar 2012
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees--
Clients26
DateJan 2012
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees--
Clients26
DateDec 2011
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees--
Clients26