CSAT INVESTMENT ADVISORY, L.P.
Legal name: EXPONENTIAL ETFS
CRD #161626 SEC #801-74619 DETROIT, MI 313-281-8000
SEC Registered
Total AUM
$107.6M
Discretionary
$107.6M
Employees
7
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $107.6M | $107.6M | $0 | 7 | 0 |
| Jun 2020 | $700.4M | $700.4M | $0 | 8 | 0 |
| Mar 2020 | $700.4M | $700.4M | $0 | 8 | 0 |
| Apr 2019 | $263.2M | $263.2M | $0 | 5 | 0 |
| Dec 2018 | $231.3M | $231.3M | $0 | 6 | 0 |
| Apr 2018 | $229.7M | $229.7M | $0 | 7 | 0 |
| Mar 2018 | $229.7M | $229.7M | $0 | 7 | 0 |
| Feb 2018 | $241.1M | $241.1M | $0 | 7 | 0 |
| Mar 2017 | $41.7M | $41.7M | $0 | 7 | 1 |
| Feb 2017 | $41.7M | $41.7M | $0 | 7 | 1 |
| Oct 2016 | $206.2M | $206.2M | $0 | 6 | 1 |
| Jun 2016 | $206.2M | $206.2M | $0 | 6 | 1 |
| Mar 2016 | $206.2M | $206.2M | $0 | 6 | 1 |
| Mar 2015 | $348.9M | $348.9M | $0 | 6 | 1 |
| Mar 2014 | $412.7M | $412.7M | $0 | 6 | 1 |
| May 2013 | $348M | $348M | $0 | 5 | 1 |
| Mar 2013 | $348M | $348M | $0 | 5 | 1 |
| Mar 2012 | $234.2M | $234.2M | $0 | -- | 1 |
DateMar 2021
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$700.4M
Discretionary$700.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$700.4M
Discretionary$700.4M
Non-Disc.$0
Employees8
Clients0
DateApr 2019
Total AUM$263.2M
Discretionary$263.2M
Non-Disc.$0
Employees5
Clients0
DateDec 2018
Total AUM$231.3M
Discretionary$231.3M
Non-Disc.$0
Employees6
Clients0
DateApr 2018
Total AUM$229.7M
Discretionary$229.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$229.7M
Discretionary$229.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2018
Total AUM$241.1M
Discretionary$241.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$41.7M
Discretionary$41.7M
Non-Disc.$0
Employees7
Clients1
DateFeb 2017
Total AUM$41.7M
Discretionary$41.7M
Non-Disc.$0
Employees7
Clients1
DateOct 2016
Total AUM$206.2M
Discretionary$206.2M
Non-Disc.$0
Employees6
Clients1
DateJun 2016
Total AUM$206.2M
Discretionary$206.2M
Non-Disc.$0
Employees6
Clients1
DateMar 2016
Total AUM$206.2M
Discretionary$206.2M
Non-Disc.$0
Employees6
Clients1
DateMar 2015
Total AUM$348.9M
Discretionary$348.9M
Non-Disc.$0
Employees6
Clients1
DateMar 2014
Total AUM$412.7M
Discretionary$412.7M
Non-Disc.$0
Employees6
Clients1
DateMay 2013
Total AUM$348M
Discretionary$348M
Non-Disc.$0
Employees5
Clients1
DateMar 2013
Total AUM$348M
Discretionary$348M
Non-Disc.$0
Employees5
Clients1
DateMar 2012
Total AUM$234.2M
Discretionary$234.2M
Non-Disc.$0
Employees--
Clients1