STEWART ASSET MANAGEMENT, LLC
CRD #170575 SEC #801-79236 NEW YORK, NY 212-759-7551
SEC Registered
Total AUM
$19M
Discretionary
$19M
Employees
5
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2024 | $19M | $19M | $0 | 5 | 0 |
| Apr 2023 | $19M | $19M | $0 | 5 | 0 |
| Feb 2023 | $250.7M | $223.5M | $27.2M | 5 | 0 |
| Dec 2022 | $250.7M | $223.5M | $27.2M | 8 | 0 |
| Mar 2022 | $250.7M | $223.5M | $27.2M | 8 | 0 |
| Dec 2021 | $194.2M | $194.2M | $0 | 10 | 0 |
| Nov 2021 | $194.2M | $194.2M | $0 | 10 | 0 |
| Oct 2021 | $194.2M | $194.2M | $0 | 10 | 0 |
| Mar 2021 | $194.2M | $194.2M | $0 | 10 | 0 |
| Jun 2020 | $133.5M | $105.6M | $27.9M | 9 | 0 |
| Mar 2020 | $133.5M | $105.6M | $27.9M | 9 | 0 |
| Feb 2020 | $75.4M | $57M | $18.3M | 9 | 0 |
| Apr 2019 | $75.4M | $57M | $18.3M | 9 | 0 |
| Apr 2019 | $75.4M | $57M | $18.3M | 9 | 0 |
| Apr 2019 | $75.4M | $57M | $18.3M | 9 | 0 |
| Feb 2019 | $57.1M | $47.9M | $9.2M | 9 | 0 |
| Oct 2018 | $77.6M | $57.8M | $19.8M | 9 | 0 |
| Sep 2018 | $77.6M | $57.8M | $19.8M | 9 | 0 |
| Jul 2018 | $43.3M | $43.3M | $0 | 9 | 0 |
| Jul 2018 | $43.3M | $43.3M | $0 | 9 | 0 |
| Apr 2018 | $43.3M | $43.3M | $0 | 9 | 0 |
| Apr 2018 | $43.3M | $43.3M | $0 | 9 | 0 |
| Feb 2018 | $43.3M | $43.3M | $0 | 9 | 0 |
| Jan 2018 | $59.8M | $43.3M | $16.5M | 9 | 0 |
| Jan 2018 | $59.8M | $43.3M | $16.5M | 9 | 0 |
| Aug 2017 | $46M | $38M | $8M | 8 | 26 |
| Jul 2017 | $46M | $38M | $8M | 8 | 26 |
| Jul 2017 | $46M | $38M | $8M | 8 | 26 |
| Mar 2017 | $46M | $38M | $8M | 8 | 26 |
| Feb 2016 | $45M | $45M | $0 | 8 | 26 |
| Jan 2016 | $48M | $48M | $0 | 8 | 26 |
| Apr 2015 | $48M | $48M | $0 | 8 | 26 |
| May 2014 | $0 | $0 | $0 | 2 | 0 |
| Feb 2014 | $0 | $0 | $0 | 2 | 0 |
DateJan 2024
Total AUM$19M
Discretionary$19M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$19M
Discretionary$19M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$250.7M
Discretionary$223.5M
Non-Disc.$27.2M
Employees5
Clients0
DateDec 2022
Total AUM$250.7M
Discretionary$223.5M
Non-Disc.$27.2M
Employees8
Clients0
DateMar 2022
Total AUM$250.7M
Discretionary$223.5M
Non-Disc.$27.2M
Employees8
Clients0
DateDec 2021
Total AUM$194.2M
Discretionary$194.2M
Non-Disc.$0
Employees10
Clients0
DateNov 2021
Total AUM$194.2M
Discretionary$194.2M
Non-Disc.$0
Employees10
Clients0
DateOct 2021
Total AUM$194.2M
Discretionary$194.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$194.2M
Discretionary$194.2M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$133.5M
Discretionary$105.6M
Non-Disc.$27.9M
Employees9
Clients0
DateMar 2020
Total AUM$133.5M
Discretionary$105.6M
Non-Disc.$27.9M
Employees9
Clients0
DateFeb 2020
Total AUM$75.4M
Discretionary$57M
Non-Disc.$18.3M
Employees9
Clients0
DateApr 2019
Total AUM$75.4M
Discretionary$57M
Non-Disc.$18.3M
Employees9
Clients0
DateApr 2019
Total AUM$75.4M
Discretionary$57M
Non-Disc.$18.3M
Employees9
Clients0
DateApr 2019
Total AUM$75.4M
Discretionary$57M
Non-Disc.$18.3M
Employees9
Clients0
DateFeb 2019
Total AUM$57.1M
Discretionary$47.9M
Non-Disc.$9.2M
Employees9
Clients0
DateOct 2018
Total AUM$77.6M
Discretionary$57.8M
Non-Disc.$19.8M
Employees9
Clients0
DateSep 2018
Total AUM$77.6M
Discretionary$57.8M
Non-Disc.$19.8M
Employees9
Clients0
DateJul 2018
Total AUM$43.3M
Discretionary$43.3M
Non-Disc.$0
Employees9
Clients0
DateJul 2018
Total AUM$43.3M
Discretionary$43.3M
Non-Disc.$0
Employees9
Clients0
DateApr 2018
Total AUM$43.3M
Discretionary$43.3M
Non-Disc.$0
Employees9
Clients0
DateApr 2018
Total AUM$43.3M
Discretionary$43.3M
Non-Disc.$0
Employees9
Clients0
DateFeb 2018
Total AUM$43.3M
Discretionary$43.3M
Non-Disc.$0
Employees9
Clients0
DateJan 2018
Total AUM$59.8M
Discretionary$43.3M
Non-Disc.$16.5M
Employees9
Clients0
DateJan 2018
Total AUM$59.8M
Discretionary$43.3M
Non-Disc.$16.5M
Employees9
Clients0
DateAug 2017
Total AUM$46M
Discretionary$38M
Non-Disc.$8M
Employees8
Clients26
DateJul 2017
Total AUM$46M
Discretionary$38M
Non-Disc.$8M
Employees8
Clients26
DateJul 2017
Total AUM$46M
Discretionary$38M
Non-Disc.$8M
Employees8
Clients26
DateMar 2017
Total AUM$46M
Discretionary$38M
Non-Disc.$8M
Employees8
Clients26
DateFeb 2016
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees8
Clients26
DateJan 2016
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees8
Clients26
DateApr 2015
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees8
Clients26
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0