BOFCAL ASSET MANAGEMENT INC.
CRD #166828 SEC #801-77801 MENLO PARK, CA (415) 757-2654
SEC Registered
Total AUM
$797.6M
Discretionary
$797.6M
Employees
5
Clients
--
Accounts
28
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $797.6M | $797.6M | $0 | 5 | 0 |
| May 2024 | $184M | $184M | $0 | 5 | 0 |
| Mar 2024 | $184M | $184M | $0 | 4 | 0 |
| Jan 2024 | $896.7M | $896.7M | $11.9K | 5 | 0 |
| Jun 2023 | $896.7M | $896.7M | $11.9K | 5 | 0 |
| Apr 2023 | $896.7M | $896.7M | $11.9K | 5 | 0 |
| Mar 2023 | $896.7M | $896.7M | $11.9K | 5 | 0 |
| Jul 2022 | $1.2B | $878.8M | $320.5M | 5 | 0 |
| Mar 2022 | $1.2B | $878.8M | $320.5M | 5 | 0 |
| Dec 2021 | $1.1B | $973.5M | $170.4M | 5 | 0 |
| Mar 2021 | $1.1B | $973.5M | $170.4M | 6 | 0 |
| Jan 2021 | $1.1B | $973.5M | $170.4M | 6 | 0 |
| Jul 2020 | $1.2B | $1.2B | $172.8K | 6 | 0 |
| Jan 2020 | $1.2B | $1.2B | $172.8K | 6 | 0 |
| May 2019 | $1.5B | $1.5B | $169.9K | 5 | 0 |
| Apr 2019 | $1.5B | $1.5B | $169.9K | 5 | 0 |
| Feb 2019 | $1.5B | $1.5B | $169.9K | 5 | 0 |
| May 2018 | $1.7B | $1.7B | $167.6K | 5 | 0 |
| Feb 2018 | $1.7B | $1.7B | $167.6K | 5 | 0 |
| Oct 2017 | $1.1B | $1.1B | $167.1K | 5 | 0 |
| Sep 2017 | $1.1B | $1.1B | $167.1K | 7 | 26 |
| Mar 2017 | $1.1B | $1.1B | $167.1K | 6 | 26 |
| Mar 2016 | $1.6B | $1.6B | $167.1K | 6 | 26 |
| Dec 2015 | $1.7B | $1.7B | $167.1K | 6 | 26 |
| Mar 2015 | $988.9M | $988.7M | $193.9K | 6 | 26 |
| Apr 2014 | $108.9M | $107.6M | $1.3M | 4 | 1 |
| Mar 2014 | $108.9M | $107.6M | $1.3M | 5 | 1 |
| Oct 2013 | $103M | $103M | $0 | 9 | 0 |
| Jul 2013 | $103M | $103M | $0 | 9 | 0 |
| Mar 2013 | $0 | $0 | $0 | 9 | 0 |
DateMar 2025
Total AUM$797.6M
Discretionary$797.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$184M
Discretionary$184M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$184M
Discretionary$184M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$896.7M
Discretionary$896.7M
Non-Disc.$11.9K
Employees5
Clients0
DateJun 2023
Total AUM$896.7M
Discretionary$896.7M
Non-Disc.$11.9K
Employees5
Clients0
DateApr 2023
Total AUM$896.7M
Discretionary$896.7M
Non-Disc.$11.9K
Employees5
Clients0
DateMar 2023
Total AUM$896.7M
Discretionary$896.7M
Non-Disc.$11.9K
Employees5
Clients0
DateJul 2022
Total AUM$1.2B
Discretionary$878.8M
Non-Disc.$320.5M
Employees5
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$878.8M
Non-Disc.$320.5M
Employees5
Clients0
DateDec 2021
Total AUM$1.1B
Discretionary$973.5M
Non-Disc.$170.4M
Employees5
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$973.5M
Non-Disc.$170.4M
Employees6
Clients0
DateJan 2021
Total AUM$1.1B
Discretionary$973.5M
Non-Disc.$170.4M
Employees6
Clients0
DateJul 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$172.8K
Employees6
Clients0
DateJan 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$172.8K
Employees6
Clients0
DateMay 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$169.9K
Employees5
Clients0
DateApr 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$169.9K
Employees5
Clients0
DateFeb 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$169.9K
Employees5
Clients0
DateMay 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$167.6K
Employees5
Clients0
DateFeb 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$167.6K
Employees5
Clients0
DateOct 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$167.1K
Employees5
Clients0
DateSep 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$167.1K
Employees7
Clients26
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$167.1K
Employees6
Clients26
DateMar 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$167.1K
Employees6
Clients26
DateDec 2015
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$167.1K
Employees6
Clients26
DateMar 2015
Total AUM$988.9M
Discretionary$988.7M
Non-Disc.$193.9K
Employees6
Clients26
DateApr 2014
Total AUM$108.9M
Discretionary$107.6M
Non-Disc.$1.3M
Employees4
Clients1
DateMar 2014
Total AUM$108.9M
Discretionary$107.6M
Non-Disc.$1.3M
Employees5
Clients1
DateOct 2013
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees9
Clients0
DateJul 2013
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees9
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0