NEWOAK ASSET MANAGEMENT LLC
CRD #172956 SEC #801-80361 NEW YORK, NY 212 209 0850
SEC Registered
Total AUM
$29.8M
Discretionary
$29.8M
Employees
6
Clients
0
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $29.8M | $29.8M | $0 | 6 | 0 |
| Mar 2024 | $36.4M | $36.4M | $0 | 6 | 0 |
| Apr 2023 | $33.2M | $33.2M | $0 | 10 | 2 |
| Mar 2022 | $36.8M | $36.8M | $0 | 6 | 1 |
| Mar 2021 | $39.5M | $39.5M | $0 | 6 | 1 |
| Jun 2020 | $38.8M | $38.8M | $0 | 6 | 1 |
| Apr 2020 | $56M | $56M | $0 | 6 | 1 |
| May 2019 | $121M | $121M | $0 | 6 | 0 |
| Mar 2018 | $151.3M | $151.3M | $0 | 6 | 0 |
| Feb 2017 | $346.6M | $110.5M | $236M | 12 | 1 |
| Nov 2016 | $345.5M | $107.5M | $238M | 14 | 1 |
| Mar 2016 | $340.5M | $55.3M | $285.2M | 15 | 1 |
| Mar 2015 | $404.6M | $52.9M | $351.6M | 14 | 1 |
| Jan 2015 | $402.9M | $52M | $350.9M | 12 | 1 |
DateMar 2025
Total AUM$29.8M
Discretionary$29.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$36.4M
Discretionary$36.4M
Non-Disc.$0
Employees6
Clients0
DateApr 2023
Total AUM$33.2M
Discretionary$33.2M
Non-Disc.$0
Employees10
Clients2
DateMar 2022
Total AUM$36.8M
Discretionary$36.8M
Non-Disc.$0
Employees6
Clients1
DateMar 2021
Total AUM$39.5M
Discretionary$39.5M
Non-Disc.$0
Employees6
Clients1
DateJun 2020
Total AUM$38.8M
Discretionary$38.8M
Non-Disc.$0
Employees6
Clients1
DateApr 2020
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees6
Clients1
DateMay 2019
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$151.3M
Discretionary$151.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2017
Total AUM$346.6M
Discretionary$110.5M
Non-Disc.$236M
Employees12
Clients1
DateNov 2016
Total AUM$345.5M
Discretionary$107.5M
Non-Disc.$238M
Employees14
Clients1
DateMar 2016
Total AUM$340.5M
Discretionary$55.3M
Non-Disc.$285.2M
Employees15
Clients1
DateMar 2015
Total AUM$404.6M
Discretionary$52.9M
Non-Disc.$351.6M
Employees14
Clients1
DateJan 2015
Total AUM$402.9M
Discretionary$52M
Non-Disc.$350.9M
Employees12
Clients1