MITCHELL PORTFOLIO MANAGEMENT, L.P.
CRD #164841 SEC #802-131735 COSTA MESA, CA 714-432-5300
State Registered Exempt Reporting Private Funds
Total AUM
$163M
Discretionary
$163M
Employees
5
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2024 | $163M | $163M | $0 | 5 | 0 |
| Feb 2024 | $163M | $163M | $0 | 5 | 0 |
| Mar 2023 | $160.1M | $160.1M | $0 | 5 | 0 |
| Mar 2022 | $184.6M | $184.6M | $0 | 5 | 0 |
| Mar 2021 | $189.6M | $189.6M | $0 | 5 | 0 |
| Mar 2020 | $225.7M | $225.7M | $0 | 5 | 0 |
| Oct 2019 | $221.5M | $221.5M | $0 | 6 | 0 |
| Mar 2019 | $221.5M | $221.5M | $0 | 6 | 0 |
| Mar 2018 | $222.1M | $222.1M | $0 | 6 | 0 |
| Sep 2017 | $191.6M | $191.6M | $0 | 6 | 1 |
| Mar 2017 | $191.6M | $191.6M | $0 | 6 | 1 |
| Jul 2016 | $168.1M | $168.1M | $0 | 6 | 1 |
| Mar 2016 | $168.1M | $168.1M | $0 | 6 | 1 |
| Mar 2016 | $168.1M | $168.1M | $0 | 6 | 1 |
| Feb 2015 | $175.3M | $175.3M | $0 | 5 | 1 |
| Jun 2014 | $163.8M | $163.8M | $0 | 5 | 1 |
DateMay 2024
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$160.1M
Discretionary$160.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$184.6M
Discretionary$184.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$189.6M
Discretionary$189.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$225.7M
Discretionary$225.7M
Non-Disc.$0
Employees5
Clients0
DateOct 2019
Total AUM$221.5M
Discretionary$221.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$221.5M
Discretionary$221.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$222.1M
Discretionary$222.1M
Non-Disc.$0
Employees6
Clients0
DateSep 2017
Total AUM$191.6M
Discretionary$191.6M
Non-Disc.$0
Employees6
Clients1
DateMar 2017
Total AUM$191.6M
Discretionary$191.6M
Non-Disc.$0
Employees6
Clients1
DateJul 2016
Total AUM$168.1M
Discretionary$168.1M
Non-Disc.$0
Employees6
Clients1
DateMar 2016
Total AUM$168.1M
Discretionary$168.1M
Non-Disc.$0
Employees6
Clients1
DateMar 2016
Total AUM$168.1M
Discretionary$168.1M
Non-Disc.$0
Employees6
Clients1
DateFeb 2015
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees5
Clients1
DateJun 2014
Total AUM$163.8M
Discretionary$163.8M
Non-Disc.$0
Employees5
Clients1