OCCIDENTAL ASSET MANAGEMENT, LLC
CRD #168650 SEC #801-78516 BURLINGAME, CA 650-344-1600
SEC Registered
Total AUM
$953.4M
Discretionary
$953.4M
Employees
12
Clients
0
Accounts
1,866
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $953.4M | $953.4M | $0 | 12 | 0 |
| May 2025 | $796.1M | $796.1M | $0 | 12 | 0 |
| May 2025 | $796.1M | $796.1M | $0 | 12 | 0 |
| Apr 2025 | $796.1M | $796.1M | $0 | 12 | 0 |
| Mar 2025 | $796.1M | $796.1M | $0 | 12 | 0 |
| Mar 2025 | $796.1M | $796.1M | $0 | 12 | 0 |
| Jan 2025 | $796.1M | $796.1M | $0 | 12 | 0 |
| Dec 2024 | $625.5M | $625.5M | $0 | 12 | 0 |
| Nov 2024 | $625.5M | $625.5M | $0 | 12 | 0 |
| Sep 2024 | $625.5M | $625.5M | $0 | 12 | 0 |
| Aug 2024 | $625.5M | $625.5M | $0 | 12 | 0 |
| Aug 2024 | $625.5M | $625.5M | $0 | 12 | 0 |
| Aug 2024 | $625.5M | $625.5M | $0 | 12 | 0 |
| Jul 2024 | $625.5M | $625.5M | $0 | 12 | 0 |
| Jun 2024 | $625.5M | $625.5M | $0 | 12 | 0 |
| May 2024 | $625.5M | $625.5M | $0 | 12 | 0 |
| Apr 2024 | $625.5M | $625.5M | $0 | 12 | 0 |
| Mar 2024 | $625.5M | $625.5M | $0 | 12 | 0 |
| Feb 2024 | $625.5M | $625.5M | $0 | 12 | 0 |
| Jan 2024 | $494.4M | $494.4M | $0 | 11 | 0 |
| May 2023 | $494.4M | $494.4M | $0 | 10 | 0 |
| Jan 2023 | $494.4M | $494.4M | $0 | 10 | 0 |
| Mar 2022 | $523.7M | $523.7M | $0 | 9 | 0 |
| Feb 2022 | $523.7M | $523.7M | $0 | 9 | 0 |
| Nov 2021 | $422.1M | $422.1M | $0 | 9 | 0 |
| Oct 2021 | $422.1M | $422.1M | $0 | 9 | 0 |
| Oct 2021 | $422.1M | $422.1M | $0 | 9 | 0 |
| Feb 2021 | $422.1M | $422.1M | $0 | 9 | 0 |
| Oct 2020 | $336.9M | $336.9M | $0 | 8 | 0 |
| Jun 2020 | $336.9M | $336.9M | $0 | 7 | 0 |
| Mar 2020 | $336.9M | $336.9M | $0 | 7 | 0 |
| Aug 2019 | $271.3M | $271.3M | $0 | 7 | 0 |
| Jul 2019 | $271.3M | $271.3M | $0 | 7 | 0 |
| May 2019 | $271.3M | $271.3M | $0 | 8 | 0 |
| Mar 2019 | $271.3M | $271.3M | $0 | 9 | 0 |
| Sep 2018 | $270M | $270M | $0 | 7 | 0 |
| Mar 2018 | $270M | $270M | $0 | 7 | 0 |
| Jan 2018 | $270M | $270M | $0 | 7 | 0 |
| Nov 2017 | $250M | $250M | $0 | 7 | 0 |
| Oct 2017 | $250M | $250M | $0 | 7 | 0 |
| May 2017 | $225M | $225M | $0 | 7 | 200 |
| May 2017 | $225M | $225M | $0 | 8 | 200 |
| Feb 2017 | $225M | $225M | $0 | 8 | 200 |
| Oct 2016 | $165M | $165M | $0 | 5 | 200 |
| Jun 2016 | $165M | $165M | $0 | 5 | 200 |
| Apr 2016 | $165M | $165M | $0 | 5 | 200 |
| Feb 2016 | $165M | $165M | $0 | 5 | 200 |
| Mar 2015 | $165M | $165M | $0 | 5 | 100 |
| Sep 2014 | $145M | $145M | $0 | 2 | 100 |
| Mar 2014 | $145M | $145M | $0 | 2 | 100 |
| Dec 2013 | $121M | $121M | $0 | 2 | 0 |
| Oct 2013 | $0 | $0 | $0 | 2 | 0 |
| Sep 2013 | $0 | $0 | $0 | 2 | 0 |
| Sep 2013 | $0 | $0 | $0 | 2 | 0 |
| Aug 2013 | $0 | $0 | $0 | 2 | 0 |
DateSep 2025
Total AUM$953.4M
Discretionary$953.4M
Non-Disc.$0
Employees12
Clients0
DateMay 2025
Total AUM$796.1M
Discretionary$796.1M
Non-Disc.$0
Employees12
Clients0
DateMay 2025
Total AUM$796.1M
Discretionary$796.1M
Non-Disc.$0
Employees12
Clients0
DateApr 2025
Total AUM$796.1M
Discretionary$796.1M
Non-Disc.$0
Employees12
Clients0
DateMar 2025
Total AUM$796.1M
Discretionary$796.1M
Non-Disc.$0
Employees12
Clients0
DateMar 2025
Total AUM$796.1M
Discretionary$796.1M
Non-Disc.$0
Employees12
Clients0
DateJan 2025
Total AUM$796.1M
Discretionary$796.1M
Non-Disc.$0
Employees12
Clients0
DateDec 2024
Total AUM$625.5M
Discretionary$625.5M
Non-Disc.$0
Employees12
Clients0
DateNov 2024
Total AUM$625.5M
Discretionary$625.5M
Non-Disc.$0
Employees12
Clients0
DateSep 2024
Total AUM$625.5M
Discretionary$625.5M
Non-Disc.$0
Employees12
Clients0
DateAug 2024
Total AUM$625.5M
Discretionary$625.5M
Non-Disc.$0
Employees12
Clients0
DateAug 2024
Total AUM$625.5M
Discretionary$625.5M
Non-Disc.$0
Employees12
Clients0
DateAug 2024
Total AUM$625.5M
Discretionary$625.5M
Non-Disc.$0
Employees12
Clients0
DateJul 2024
Total AUM$625.5M
Discretionary$625.5M
Non-Disc.$0
Employees12
Clients0
DateJun 2024
Total AUM$625.5M
Discretionary$625.5M
Non-Disc.$0
Employees12
Clients0
DateMay 2024
Total AUM$625.5M
Discretionary$625.5M
Non-Disc.$0
Employees12
Clients0
DateApr 2024
Total AUM$625.5M
Discretionary$625.5M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$625.5M
Discretionary$625.5M
Non-Disc.$0
Employees12
Clients0
DateFeb 2024
Total AUM$625.5M
Discretionary$625.5M
Non-Disc.$0
Employees12
Clients0
DateJan 2024
Total AUM$494.4M
Discretionary$494.4M
Non-Disc.$0
Employees11
Clients0
DateMay 2023
Total AUM$494.4M
Discretionary$494.4M
Non-Disc.$0
Employees10
Clients0
DateJan 2023
Total AUM$494.4M
Discretionary$494.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$523.7M
Discretionary$523.7M
Non-Disc.$0
Employees9
Clients0
DateFeb 2022
Total AUM$523.7M
Discretionary$523.7M
Non-Disc.$0
Employees9
Clients0
DateNov 2021
Total AUM$422.1M
Discretionary$422.1M
Non-Disc.$0
Employees9
Clients0
DateOct 2021
Total AUM$422.1M
Discretionary$422.1M
Non-Disc.$0
Employees9
Clients0
DateOct 2021
Total AUM$422.1M
Discretionary$422.1M
Non-Disc.$0
Employees9
Clients0
DateFeb 2021
Total AUM$422.1M
Discretionary$422.1M
Non-Disc.$0
Employees9
Clients0
DateOct 2020
Total AUM$336.9M
Discretionary$336.9M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$336.9M
Discretionary$336.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$336.9M
Discretionary$336.9M
Non-Disc.$0
Employees7
Clients0
DateAug 2019
Total AUM$271.3M
Discretionary$271.3M
Non-Disc.$0
Employees7
Clients0
DateJul 2019
Total AUM$271.3M
Discretionary$271.3M
Non-Disc.$0
Employees7
Clients0
DateMay 2019
Total AUM$271.3M
Discretionary$271.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$271.3M
Discretionary$271.3M
Non-Disc.$0
Employees9
Clients0
DateSep 2018
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees7
Clients0
DateJan 2018
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees7
Clients0
DateNov 2017
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees7
Clients0
DateOct 2017
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees7
Clients0
DateMay 2017
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees7
Clients200
DateMay 2017
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees8
Clients200
DateFeb 2017
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees8
Clients200
DateOct 2016
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees5
Clients200
DateJun 2016
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees5
Clients200
DateApr 2016
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees5
Clients200
DateFeb 2016
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees5
Clients100
DateSep 2014
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees2
Clients100
DateMar 2014
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees2
Clients100
DateDec 2013
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees2
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0