FALCON INVESTMENT ADVISORS, LLC
CRD #161548 SEC #801-73626 BOSTON, MA (617) 412-2700
SEC Registered Private Funds
Total AUM
$3.5B
Discretionary
$3.5B
Employees
30
Clients
--
Accounts
13
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.5B | $3.5B | $0 | 30 | 0 |
| Jul 2024 | $4.6B | $4.6B | $0 | 30 | 0 |
| Jun 2024 | $4.6B | $4.6B | $0 | 36 | 0 |
| Mar 2024 | $4.6B | $4.6B | $0 | 36 | 0 |
| Mar 2023 | $4.6B | $4.6B | $0 | 51 | 0 |
| Jun 2022 | $4.5B | $4.5B | $0 | 49 | 0 |
| Mar 2022 | $4.5B | $4.5B | $0 | 49 | 0 |
| Mar 2021 | $4.3B | $4.3B | $0 | 51 | 0 |
| Jan 2021 | $4.5B | $4.5B | $0 | 43 | 0 |
| Mar 2020 | $4.5B | $4.5B | $0 | 43 | 0 |
| Mar 2019 | $3B | $3B | $0 | 41 | 0 |
| Mar 2018 | $2.7B | $2.7B | $0 | 38 | 0 |
| Jul 2017 | $2.6B | $2.6B | $0 | 35 | 1 |
| Jun 2017 | $2.6B | $2.6B | $0 | 35 | 1 |
| Mar 2017 | $2.6B | $2.6B | $0 | 35 | 1 |
| Mar 2016 | $2.6B | $2.6B | $0 | 29 | 1 |
| Mar 2015 | $1.9B | $1.9B | $0 | 27 | 1 |
| Mar 2014 | $1.7B | $1.7B | $0 | 26 | 1 |
| Mar 2013 | $1.3B | $1.3B | $0 | 26 | 1 |
| Feb 2012 | $1.2B | $1.2B | $0 | -- | 1 |
DateMar 2025
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees30
Clients0
DateJul 2024
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees30
Clients0
DateJun 2024
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees36
Clients0
DateMar 2024
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees36
Clients0
DateMar 2023
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees51
Clients0
DateJun 2022
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees49
Clients0
DateMar 2022
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees49
Clients0
DateMar 2021
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees51
Clients0
DateJan 2021
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees43
Clients0
DateMar 2020
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees43
Clients0
DateMar 2019
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees41
Clients0
DateMar 2018
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees38
Clients0
DateJul 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees35
Clients1
DateJun 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees35
Clients1
DateMar 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees35
Clients1
DateMar 2016
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees29
Clients1
DateMar 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees27
Clients1
DateMar 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees26
Clients1
DateMar 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees26
Clients1
DateFeb 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients1