FERRIS CAPITAL, LLC
CRD #160116 SEC #801-76607 SOUTHBOROUGH, MA (508) 281-5200
SEC Registered Private Funds
Total AUM
$755.7M
Discretionary
$755.7M
Employees
8
Clients
0
Accounts
615
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $755.7M | $755.7M | $0 | 8 | 0 |
| Mar 2021 | $680.6M | $679.6M | $1M | 7 | 0 |
| Sep 2020 | $592.4M | $591M | $1.4M | 9 | 0 |
| Jun 2020 | $592.4M | $591M | $1.4M | 9 | 0 |
| Mar 2020 | $592.4M | $591M | $1.4M | 9 | 0 |
| Nov 2019 | $577.6M | $575.1M | $2.5M | 12 | 42 |
| Oct 2019 | $577.6M | $575.1M | $2.5M | 12 | 42 |
| Mar 2019 | $577.6M | $575.1M | $2.5M | 12 | 42 |
| Dec 2018 | $592.7M | $589.3M | $3.4M | 14 | 0 |
| Oct 2018 | $592.7M | $589.3M | $3.4M | 14 | 0 |
| Apr 2018 | $592.7M | $589.3M | $3.4M | 14 | 0 |
| Mar 2018 | $592.7M | $589.3M | $3.4M | 14 | 0 |
| Sep 2017 | $537.6M | $446M | $91.6M | 8 | 200 |
| Aug 2017 | $537.6M | $446M | $91.6M | 8 | 200 |
| Aug 2017 | $537.6M | $446M | $91.6M | 8 | 200 |
| Jul 2017 | $537.6M | $446M | $91.6M | 8 | 200 |
| Jul 2017 | $537.6M | $446M | $91.6M | 8 | 200 |
| Jun 2017 | $537.6M | $446M | $91.6M | 8 | 200 |
| May 2017 | $537.6M | $446M | $91.6M | 8 | 200 |
| Mar 2017 | $537.6M | $446M | $91.6M | 8 | 200 |
| Dec 2016 | $500.8M | $444.2M | $56.6M | 8 | 100 |
| Oct 2016 | $500.8M | $444.2M | $56.6M | 8 | 100 |
| Mar 2016 | $500.8M | $444.2M | $56.6M | 7 | 100 |
| Feb 2016 | $500.8M | $444.2M | $56.6M | 7 | 100 |
| Feb 2016 | $500.8M | $444.2M | $56.6M | 7 | 100 |
| Jan 2016 | $500.8M | $444.2M | $56.6M | 6 | 100 |
| Nov 2015 | $461.9M | $243.2M | $218.7M | 6 | 100 |
| Sep 2015 | $248.2M | $234.3M | $13.9M | 6 | 100 |
| Jul 2015 | $248.2M | $234.3M | $13.9M | 6 | 100 |
| Jun 2015 | $248.2M | $234.3M | $13.9M | 6 | 100 |
| Apr 2015 | $248.2M | $234.3M | $13.9M | 6 | 107 |
| Mar 2015 | $248.2M | $234.3M | $13.9M | 6 | 107 |
| Jul 2014 | $239.6M | $222.6M | $17M | 6 | 26 |
| May 2014 | $239.6M | $222.6M | $17M | 5 | 26 |
| Apr 2014 | $239.6M | $222.6M | $17M | 5 | 26 |
| Feb 2014 | $239.6M | $222.6M | $17M | 5 | 26 |
| Aug 2013 | $175.1M | $165M | $10.1M | 5 | 26 |
| Jun 2013 | $175.1M | $165M | $10.1M | 5 | 26 |
| Mar 2013 | $175.1M | $165M | $10.1M | 5 | 26 |
| Nov 2012 | $140M | $140M | $0 | 1 | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Apr 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2022
Total AUM$755.7M
Discretionary$755.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$680.6M
Discretionary$679.6M
Non-Disc.$1M
Employees7
Clients0
DateSep 2020
Total AUM$592.4M
Discretionary$591M
Non-Disc.$1.4M
Employees9
Clients0
DateJun 2020
Total AUM$592.4M
Discretionary$591M
Non-Disc.$1.4M
Employees9
Clients0
DateMar 2020
Total AUM$592.4M
Discretionary$591M
Non-Disc.$1.4M
Employees9
Clients0
DateNov 2019
Total AUM$577.6M
Discretionary$575.1M
Non-Disc.$2.5M
Employees12
Clients42
DateOct 2019
Total AUM$577.6M
Discretionary$575.1M
Non-Disc.$2.5M
Employees12
Clients42
DateMar 2019
Total AUM$577.6M
Discretionary$575.1M
Non-Disc.$2.5M
Employees12
Clients42
DateDec 2018
Total AUM$592.7M
Discretionary$589.3M
Non-Disc.$3.4M
Employees14
Clients0
DateOct 2018
Total AUM$592.7M
Discretionary$589.3M
Non-Disc.$3.4M
Employees14
Clients0
DateApr 2018
Total AUM$592.7M
Discretionary$589.3M
Non-Disc.$3.4M
Employees14
Clients0
DateMar 2018
Total AUM$592.7M
Discretionary$589.3M
Non-Disc.$3.4M
Employees14
Clients0
DateSep 2017
Total AUM$537.6M
Discretionary$446M
Non-Disc.$91.6M
Employees8
Clients200
DateAug 2017
Total AUM$537.6M
Discretionary$446M
Non-Disc.$91.6M
Employees8
Clients200
DateAug 2017
Total AUM$537.6M
Discretionary$446M
Non-Disc.$91.6M
Employees8
Clients200
DateJul 2017
Total AUM$537.6M
Discretionary$446M
Non-Disc.$91.6M
Employees8
Clients200
DateJul 2017
Total AUM$537.6M
Discretionary$446M
Non-Disc.$91.6M
Employees8
Clients200
DateJun 2017
Total AUM$537.6M
Discretionary$446M
Non-Disc.$91.6M
Employees8
Clients200
DateMay 2017
Total AUM$537.6M
Discretionary$446M
Non-Disc.$91.6M
Employees8
Clients200
DateMar 2017
Total AUM$537.6M
Discretionary$446M
Non-Disc.$91.6M
Employees8
Clients200
DateDec 2016
Total AUM$500.8M
Discretionary$444.2M
Non-Disc.$56.6M
Employees8
Clients100
DateOct 2016
Total AUM$500.8M
Discretionary$444.2M
Non-Disc.$56.6M
Employees8
Clients100
DateMar 2016
Total AUM$500.8M
Discretionary$444.2M
Non-Disc.$56.6M
Employees7
Clients100
DateFeb 2016
Total AUM$500.8M
Discretionary$444.2M
Non-Disc.$56.6M
Employees7
Clients100
DateFeb 2016
Total AUM$500.8M
Discretionary$444.2M
Non-Disc.$56.6M
Employees7
Clients100
DateJan 2016
Total AUM$500.8M
Discretionary$444.2M
Non-Disc.$56.6M
Employees6
Clients100
DateNov 2015
Total AUM$461.9M
Discretionary$243.2M
Non-Disc.$218.7M
Employees6
Clients100
DateSep 2015
Total AUM$248.2M
Discretionary$234.3M
Non-Disc.$13.9M
Employees6
Clients100
DateJul 2015
Total AUM$248.2M
Discretionary$234.3M
Non-Disc.$13.9M
Employees6
Clients100
DateJun 2015
Total AUM$248.2M
Discretionary$234.3M
Non-Disc.$13.9M
Employees6
Clients100
DateApr 2015
Total AUM$248.2M
Discretionary$234.3M
Non-Disc.$13.9M
Employees6
Clients107
DateMar 2015
Total AUM$248.2M
Discretionary$234.3M
Non-Disc.$13.9M
Employees6
Clients107
DateJul 2014
Total AUM$239.6M
Discretionary$222.6M
Non-Disc.$17M
Employees6
Clients26
DateMay 2014
Total AUM$239.6M
Discretionary$222.6M
Non-Disc.$17M
Employees5
Clients26
DateApr 2014
Total AUM$239.6M
Discretionary$222.6M
Non-Disc.$17M
Employees5
Clients26
DateFeb 2014
Total AUM$239.6M
Discretionary$222.6M
Non-Disc.$17M
Employees5
Clients26
DateAug 2013
Total AUM$175.1M
Discretionary$165M
Non-Disc.$10.1M
Employees5
Clients26
DateJun 2013
Total AUM$175.1M
Discretionary$165M
Non-Disc.$10.1M
Employees5
Clients26
DateMar 2013
Total AUM$175.1M
Discretionary$165M
Non-Disc.$10.1M
Employees5
Clients26
DateNov 2012
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees1
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0