LOCALSHARES INVESTMENTS, LLC
Legal name: LOCALSHARES INVESTMENTS
CRD #167944 SEC #801-78202 NASHVILLE, TN 615-202-2183
SEC Registered
Total AUM
$8M
Discretionary
$8M
Employees
2
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2018 | $8M | $8M | $0 | 2 | 0 |
| Oct 2017 | $8M | $8M | $0 | 2 | 0 |
| Oct 2017 | $8M | $8M | $0 | 2 | 0 |
| Jul 2017 | $8M | $8M | $0 | 4 | 1 |
| Mar 2017 | $8M | $8M | $0 | 4 | 1 |
| Jul 2016 | $10.6M | $10.6M | $0 | 2 | 1 |
| Jul 2016 | $10.6M | $10.6M | $0 | 2 | 1 |
| Jun 2016 | $10.6M | $10.6M | $0 | 4 | 1 |
| Jan 2016 | $11.4M | $11.4M | $0 | 2 | 1 |
| Sep 2015 | $11.4M | $11.4M | $0 | 2 | 1 |
| Sep 2015 | $11.4M | $11.4M | $0 | 2 | 1 |
| May 2015 | $11.4M | $11.4M | $0 | 2 | 1 |
| Feb 2015 | $6.9M | $6.9M | $0 | 2 | 1 |
| Jun 2014 | $6.9M | $6.9M | $0 | 2 | 1 |
| Sep 2013 | $6M | $6M | $0 | 1 | 1 |
DateJan 2018
Total AUM$8M
Discretionary$8M
Non-Disc.$0
Employees2
Clients0
DateOct 2017
Total AUM$8M
Discretionary$8M
Non-Disc.$0
Employees2
Clients0
DateOct 2017
Total AUM$8M
Discretionary$8M
Non-Disc.$0
Employees2
Clients0
DateJul 2017
Total AUM$8M
Discretionary$8M
Non-Disc.$0
Employees4
Clients1
DateMar 2017
Total AUM$8M
Discretionary$8M
Non-Disc.$0
Employees4
Clients1
DateJul 2016
Total AUM$10.6M
Discretionary$10.6M
Non-Disc.$0
Employees2
Clients1
DateJul 2016
Total AUM$10.6M
Discretionary$10.6M
Non-Disc.$0
Employees2
Clients1
DateJun 2016
Total AUM$10.6M
Discretionary$10.6M
Non-Disc.$0
Employees4
Clients1
DateJan 2016
Total AUM$11.4M
Discretionary$11.4M
Non-Disc.$0
Employees2
Clients1
DateSep 2015
Total AUM$11.4M
Discretionary$11.4M
Non-Disc.$0
Employees2
Clients1
DateSep 2015
Total AUM$11.4M
Discretionary$11.4M
Non-Disc.$0
Employees2
Clients1
DateMay 2015
Total AUM$11.4M
Discretionary$11.4M
Non-Disc.$0
Employees2
Clients1
DateFeb 2015
Total AUM$6.9M
Discretionary$6.9M
Non-Disc.$0
Employees2
Clients1
DateJun 2014
Total AUM$6.9M
Discretionary$6.9M
Non-Disc.$0
Employees2
Clients1
DateSep 2013
Total AUM$6M
Discretionary$6M
Non-Disc.$0
Employees1
Clients1