CAVES & ASSOCIATES, LLC
Legal name: CAVES & ASSOCIATES
CRD #167410 SEC #801-77944 MANHATTAN BEACH, CA 310-545-4179
SEC Registered
Total AUM
$191.3M
Discretionary
$185.8M
Employees
4
Clients
26
Accounts
310
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $191.3M | $185.8M | $5.5M | 4 | 67 |
| Mar 2017 | $167.4M | $162.7M | $4.7M | 4 | 26 |
| Mar 2016 | $143.6M | $137.3M | $6.3M | 6 | 26 |
| Mar 2015 | $146.2M | $139.1M | $7.1M | 6 | 26 |
| Mar 2014 | $170.7M | $165.4M | $5.4M | 6 | 26 |
| Apr 2013 | $144.2M | $139.3M | $4.9M | 6 | 26 |
DateMar 2018
Total AUM$191.3M
Discretionary$185.8M
Non-Disc.$5.5M
Employees4
Clients67
DateMar 2017
Total AUM$167.4M
Discretionary$162.7M
Non-Disc.$4.7M
Employees4
Clients26
DateMar 2016
Total AUM$143.6M
Discretionary$137.3M
Non-Disc.$6.3M
Employees6
Clients26
DateMar 2015
Total AUM$146.2M
Discretionary$139.1M
Non-Disc.$7.1M
Employees6
Clients26
DateMar 2014
Total AUM$170.7M
Discretionary$165.4M
Non-Disc.$5.4M
Employees6
Clients26
DateApr 2013
Total AUM$144.2M
Discretionary$139.3M
Non-Disc.$4.9M
Employees6
Clients26