PHILOSMITH CAPITAL CORPORATION
CRD #162082 SEC #801-76154 STAMFORD, CT 203-348-7365
SEC Registered Broker-Dealer Private Funds
Total AUM
$365.3M
Discretionary
$365.3M
Employees
9
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $365.3M | $365.3M | $0 | 9 | 3 |
| Apr 2025 | $365.3M | $365.3M | $0 | 9 | 3 |
| Apr 2025 | $365.3M | $365.3M | $0 | 9 | 3 |
| Jan 2024 | $315.9M | $64.1M | $251.8M | 10 | 13 |
| Feb 2023 | $278.7M | $55.4M | $223.3M | 10 | 11 |
| Jun 2022 | $274.3M | $52.8M | $221.5M | 8 | 12 |
| Jan 2021 | $224M | $42M | $182M | 6 | 12 |
| Mar 2020 | $202M | $43M | $159M | 6 | 12 |
| Sep 2019 | $154M | $35M | $119M | 6 | 12 |
| Apr 2019 | $154M | $35M | $119M | 6 | 12 |
| Mar 2018 | $156M | $36M | $120M | 7 | 8 |
| Feb 2017 | $140.1M | $140.1M | $0 | 7 | 1 |
| Feb 2017 | $114M | $114M | $0 | 6 | 1 |
| Apr 2014 | $122M | $122M | $0 | 6 | 1 |
| Mar 2013 | $106M | $106M | $0 | 6 | 1 |
| Mar 2012 | $105M | $105M | $0 | -- | 1 |
DateJun 2025
Total AUM$365.3M
Discretionary$365.3M
Non-Disc.$0
Employees9
Clients3
DateApr 2025
Total AUM$365.3M
Discretionary$365.3M
Non-Disc.$0
Employees9
Clients3
DateApr 2025
Total AUM$365.3M
Discretionary$365.3M
Non-Disc.$0
Employees9
Clients3
DateJan 2024
Total AUM$315.9M
Discretionary$64.1M
Non-Disc.$251.8M
Employees10
Clients13
DateFeb 2023
Total AUM$278.7M
Discretionary$55.4M
Non-Disc.$223.3M
Employees10
Clients11
DateJun 2022
Total AUM$274.3M
Discretionary$52.8M
Non-Disc.$221.5M
Employees8
Clients12
DateJan 2021
Total AUM$224M
Discretionary$42M
Non-Disc.$182M
Employees6
Clients12
DateMar 2020
Total AUM$202M
Discretionary$43M
Non-Disc.$159M
Employees6
Clients12
DateSep 2019
Total AUM$154M
Discretionary$35M
Non-Disc.$119M
Employees6
Clients12
DateApr 2019
Total AUM$154M
Discretionary$35M
Non-Disc.$119M
Employees6
Clients12
DateMar 2018
Total AUM$156M
Discretionary$36M
Non-Disc.$120M
Employees7
Clients8
DateFeb 2017
Total AUM$140.1M
Discretionary$140.1M
Non-Disc.$0
Employees7
Clients1
DateFeb 2017
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees6
Clients1
DateApr 2014
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees6
Clients1
DateMar 2013
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees6
Clients1
DateMar 2012
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees--
Clients1