ERGUZ, LLC
CRD #168009 SEC #801-78230 THE WOODLANDS, TX 832-631-6284
SEC Registered
Total AUM
$804M
Discretionary
$804M
Employees
1
Clients
--
Accounts
158
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $804M | $804M | $0 | 1 | 50 |
| Apr 2024 | $720.7M | $720.7M | $0 | 1 | 46 |
| Mar 2024 | $720.7M | $720.7M | $0 | 1 | 46 |
| Mar 2023 | $580M | $580M | $0 | 1 | 0 |
| Mar 2022 | $619.2M | $619.2M | $0 | 1 | 0 |
| Mar 2021 | $513.3M | $513.3M | $0 | 1 | 0 |
| Jun 2020 | $478.8M | $478.8M | $0 | 1 | 0 |
| Mar 2020 | $478.8M | $478.8M | $0 | 1 | 0 |
| Apr 2019 | $264.2M | $264.2M | $0 | 1 | 0 |
| Mar 2018 | $291.5M | $291.5M | $0 | 1 | 0 |
| Oct 2017 | $213.9M | $213.9M | $0 | 1 | 0 |
| Mar 2017 | $213.9M | $213.9M | $0 | 1 | 0 |
| Mar 2016 | $197.7M | $197.7M | $0 | 1 | 0 |
| Mar 2015 | $229.6M | $229.6M | $0 | 1 | 0 |
| Mar 2014 | $398.2M | $398.2M | $0 | 1 | 0 |
| Nov 2013 | $316.3M | $316.3M | $0 | 1 | 0 |
| Jun 2013 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$804M
Discretionary$804M
Non-Disc.$0
Employees1
Clients50
DateApr 2024
Total AUM$720.7M
Discretionary$720.7M
Non-Disc.$0
Employees1
Clients46
DateMar 2024
Total AUM$720.7M
Discretionary$720.7M
Non-Disc.$0
Employees1
Clients46
DateMar 2023
Total AUM$580M
Discretionary$580M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$619.2M
Discretionary$619.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$513.3M
Discretionary$513.3M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$478.8M
Discretionary$478.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$478.8M
Discretionary$478.8M
Non-Disc.$0
Employees1
Clients0
DateApr 2019
Total AUM$264.2M
Discretionary$264.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$291.5M
Discretionary$291.5M
Non-Disc.$0
Employees1
Clients0
DateOct 2017
Total AUM$213.9M
Discretionary$213.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$213.9M
Discretionary$213.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2016
Total AUM$197.7M
Discretionary$197.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2015
Total AUM$229.6M
Discretionary$229.6M
Non-Disc.$0
Employees1
Clients0
DateMar 2014
Total AUM$398.2M
Discretionary$398.2M
Non-Disc.$0
Employees1
Clients0
DateNov 2013
Total AUM$316.3M
Discretionary$316.3M
Non-Disc.$0
Employees1
Clients0
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0