SORTINO ADVISORY PARTNERS, LLC
CRD #170922 SEC #801-79582 LOUISVILLE, KY (502) 371-9850
SEC Registered
Total AUM
$211.6M
Discretionary
$204.7M
Employees
2
Clients
51
Accounts
368
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $211.6M | $204.7M | $6.9M | 2 | 0 |
| Mar 2023 | $181.4M | $177.9M | $3.5M | 2 | 2 |
| Mar 2022 | $204.2M | $200.1M | $4.1M | 3 | 0 |
| Mar 2021 | $186.4M | $159.4M | $27M | 4 | 0 |
| Sep 2020 | $173.9M | $145.9M | $28M | 4 | 12 |
| Jun 2020 | $173.9M | $145.9M | $28M | 4 | 12 |
| Mar 2020 | $173.9M | $145.9M | $28M | 4 | 12 |
| Mar 2019 | $156.3M | $125.5M | $30.8M | 4 | 2 |
| Mar 2018 | $162.4M | $128.4M | $33.9M | 4 | 13 |
| Sep 2017 | $147.3M | $125.7M | $21.5M | 5 | 100 |
| Mar 2017 | $143.4M | $109.8M | $33.6M | 5 | 100 |
| Mar 2016 | $130.6M | $93.7M | $36.9M | 4 | 100 |
| Feb 2015 | $115.2M | $92.3M | $22.9M | 5 | 128 |
| Jan 2015 | $109.5M | $88.2M | $21.3M | 5 | 100 |
| Sep 2014 | $0 | $0 | $0 | 4 | 0 |
DateMar 2024
Total AUM$211.6M
Discretionary$204.7M
Non-Disc.$6.9M
Employees2
Clients0
DateMar 2023
Total AUM$181.4M
Discretionary$177.9M
Non-Disc.$3.5M
Employees2
Clients2
DateMar 2022
Total AUM$204.2M
Discretionary$200.1M
Non-Disc.$4.1M
Employees3
Clients0
DateMar 2021
Total AUM$186.4M
Discretionary$159.4M
Non-Disc.$27M
Employees4
Clients0
DateSep 2020
Total AUM$173.9M
Discretionary$145.9M
Non-Disc.$28M
Employees4
Clients12
DateJun 2020
Total AUM$173.9M
Discretionary$145.9M
Non-Disc.$28M
Employees4
Clients12
DateMar 2020
Total AUM$173.9M
Discretionary$145.9M
Non-Disc.$28M
Employees4
Clients12
DateMar 2019
Total AUM$156.3M
Discretionary$125.5M
Non-Disc.$30.8M
Employees4
Clients2
DateMar 2018
Total AUM$162.4M
Discretionary$128.4M
Non-Disc.$33.9M
Employees4
Clients13
DateSep 2017
Total AUM$147.3M
Discretionary$125.7M
Non-Disc.$21.5M
Employees5
Clients100
DateMar 2017
Total AUM$143.4M
Discretionary$109.8M
Non-Disc.$33.6M
Employees5
Clients100
DateMar 2016
Total AUM$130.6M
Discretionary$93.7M
Non-Disc.$36.9M
Employees4
Clients100
DateFeb 2015
Total AUM$115.2M
Discretionary$92.3M
Non-Disc.$22.9M
Employees5
Clients128
DateJan 2015
Total AUM$109.5M
Discretionary$88.2M
Non-Disc.$21.3M
Employees5
Clients100
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0