COBURN BARRETT, LLC
CRD #166464 SEC #801-78173 SAN FRANCISCO, CA 415-387-1001
SEC Registered Private Funds
Total AUM
$101.9M
Discretionary
$101.9M
Employees
4
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $101.9M | $101.9M | $0 | 4 | 0 |
| Feb 2024 | $137.9M | $137.9M | $0 | 4 | 0 |
| Nov 2023 | $143M | $143M | $0 | 4 | 0 |
| Mar 2023 | $143M | $143M | $0 | 4 | 0 |
| Feb 2022 | $282.9M | $282.9M | $0 | 4 | 0 |
| Mar 2021 | $246.8M | $246.8M | $0 | 4 | 0 |
| Jun 2020 | $227.2M | $227.2M | $0 | 4 | 0 |
| Mar 2020 | $227.2M | $227.2M | $0 | 4 | 0 |
| Mar 2019 | $150.8M | $150.8M | $0 | 4 | 0 |
| Mar 2018 | $172M | $172M | $0 | 4 | 0 |
| Feb 2017 | $135M | $135M | $0 | 4 | 11 |
| Feb 2016 | $90.8M | $90.8M | $0 | 4 | 11 |
| Mar 2015 | $102.1M | $102.1M | $0 | 4 | 1 |
| Mar 2014 | $130M | $130M | $0 | 4 | 1 |
| May 2013 | $136.8M | $136.8M | $0 | 4 | 1 |
DateMar 2025
Total AUM$101.9M
Discretionary$101.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$137.9M
Discretionary$137.9M
Non-Disc.$0
Employees4
Clients0
DateNov 2023
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$282.9M
Discretionary$282.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$246.8M
Discretionary$246.8M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$227.2M
Discretionary$227.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$227.2M
Discretionary$227.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$150.8M
Discretionary$150.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees4
Clients0
DateFeb 2017
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees4
Clients11
DateFeb 2016
Total AUM$90.8M
Discretionary$90.8M
Non-Disc.$0
Employees4
Clients11
DateMar 2015
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees4
Clients1
DateMar 2014
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees4
Clients1
DateMay 2013
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees4
Clients1