WESTON PRESIDIO SERVICE COMPANY, LLC
Legal name: WESTON PRESIDIO
CRD #160473 SEC #802-112957 BOSTON, MA 617-988-2500
State Registered Exempt Reporting Private Funds
Total AUM
$874.8M
Discretionary
$874.8M
Employees
7
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $270M | $270M | $0 | 7 | 1 |
| Oct 2016 | $874.8M | $874.8M | $0 | 7 | 1 |
| Mar 2016 | $874.8M | $874.8M | $0 | 7 | 1 |
| May 2015 | $1B | $1B | $0 | 10 | 1 |
| Mar 2015 | $1B | $1B | $0 | 10 | 1 |
| Mar 2014 | $1.2B | $1.2B | $0 | 14 | 1 |
| May 2013 | $1.3B | $1.3B | $0 | 17 | 1 |
| Apr 2013 | $1.3B | $1.3B | $0 | 17 | 1 |
| Feb 2012 | $1.7B | $1.7B | $0 | -- | 1 |
DateMar 2017
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees7
Clients1
DateOct 2016
Total AUM$874.8M
Discretionary$874.8M
Non-Disc.$0
Employees7
Clients1
DateMar 2016
Total AUM$874.8M
Discretionary$874.8M
Non-Disc.$0
Employees7
Clients1
DateMay 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients1
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients1
DateMar 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients1
DateMay 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients1
DateApr 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients1
DateFeb 2012
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients1