FWL INVESTMENT MANAGEMENT, LLC
Legal name: LEAR INVESTMENT MANAGEMENT
CRD #174119 SEC #801-110851 DALLAS, TX (214) 445-5900
SEC Registered
Total AUM
$805.7M
Discretionary
$803.4M
Employees
9
Clients
--
Accounts
305
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $805.7M | $803.4M | $2.3M | 9 | 0 |
| Apr 2025 | $805.7M | $803.4M | $2.3M | 9 | 0 |
| Mar 2025 | $805.7M | $803.4M | $2.3M | 9 | 0 |
| Nov 2024 | $604M | $601.9M | $2M | 8 | 0 |
| Jul 2024 | $604M | $601.9M | $2M | 8 | 0 |
| Jul 2024 | $604M | $601.9M | $2M | 8 | 0 |
| Mar 2024 | $604M | $601.9M | $2M | 8 | 0 |
| Oct 2023 | $573.1M | $571.2M | $1.9M | 8 | 0 |
| Mar 2023 | $573.1M | $571.2M | $1.9M | 8 | 0 |
| Mar 2022 | $567.3M | $567.2M | $102.4K | 6 | 0 |
| Mar 2021 | $500.3M | $500.1M | $247.1K | 4 | 0 |
| Mar 2021 | $500.3M | $500.1M | $247.1K | 4 | 0 |
| Mar 2021 | $500.3M | $500.1M | $247.1K | 4 | 0 |
| Nov 2020 | $420.6M | $420.5M | $68.3K | 3 | 0 |
| Aug 2020 | $420.6M | $420.5M | $68.3K | 3 | 0 |
| Aug 2020 | $420.6M | $420.5M | $68.3K | 3 | 0 |
| Jun 2020 | $144.2M | $144.1M | $42K | 3 | 0 |
| Mar 2020 | $144.2M | $144.1M | $42K | 3 | 0 |
| Feb 2019 | $162.4M | $160.7M | $1.7M | 5 | 0 |
| Nov 2018 | $172.3M | $170.6M | $1.7M | 5 | 0 |
| Sep 2018 | $172.3M | $170.6M | $1.7M | 5 | 0 |
| Sep 2018 | $130.7M | $129.2M | $1.5M | 5 | 0 |
| Mar 2018 | $130.7M | $129.2M | $1.5M | 5 | 0 |
| Feb 2018 | $130.7M | $129.2M | $1.5M | 4 | 0 |
| Jun 2017 | $106.8M | $105.5M | $1.3M | 4 | 26 |
| Jun 2016 | $86.8M | $85M | $1.8M | 3 | 26 |
| Jun 2016 | $86.8M | $85M | $1.8M | 3 | 26 |
| Apr 2016 | $86.8M | $85M | $1.8M | 3 | 26 |
| Mar 2016 | $86.8M | $85M | $1.8M | 3 | 26 |
| May 2015 | $107.4M | $105.6M | $1.8M | 3 | 26 |
| Feb 2015 | $81.8M | $79.8M | $1.9M | 3 | 0 |
| Feb 2015 | $81.8M | $79.8M | $1.9M | 3 | 0 |
| Jan 2015 | $0 | $0 | $0 | 1 | 0 |
| Jan 2015 | $0 | $0 | $0 | 1 | 0 |
| Dec 2014 | $0 | $0 | $0 | 1 | 0 |
| Dec 2014 | $0 | $0 | $0 | 1 | 0 |
| Dec 2014 | $0 | $0 | $0 | 1 | 0 |
DateApr 2025
Total AUM$805.7M
Discretionary$803.4M
Non-Disc.$2.3M
Employees9
Clients0
DateApr 2025
Total AUM$805.7M
Discretionary$803.4M
Non-Disc.$2.3M
Employees9
Clients0
DateMar 2025
Total AUM$805.7M
Discretionary$803.4M
Non-Disc.$2.3M
Employees9
Clients0
DateNov 2024
Total AUM$604M
Discretionary$601.9M
Non-Disc.$2M
Employees8
Clients0
DateJul 2024
Total AUM$604M
Discretionary$601.9M
Non-Disc.$2M
Employees8
Clients0
DateJul 2024
Total AUM$604M
Discretionary$601.9M
Non-Disc.$2M
Employees8
Clients0
DateMar 2024
Total AUM$604M
Discretionary$601.9M
Non-Disc.$2M
Employees8
Clients0
DateOct 2023
Total AUM$573.1M
Discretionary$571.2M
Non-Disc.$1.9M
Employees8
Clients0
DateMar 2023
Total AUM$573.1M
Discretionary$571.2M
Non-Disc.$1.9M
Employees8
Clients0
DateMar 2022
Total AUM$567.3M
Discretionary$567.2M
Non-Disc.$102.4K
Employees6
Clients0
DateMar 2021
Total AUM$500.3M
Discretionary$500.1M
Non-Disc.$247.1K
Employees4
Clients0
DateMar 2021
Total AUM$500.3M
Discretionary$500.1M
Non-Disc.$247.1K
Employees4
Clients0
DateMar 2021
Total AUM$500.3M
Discretionary$500.1M
Non-Disc.$247.1K
Employees4
Clients0
DateNov 2020
Total AUM$420.6M
Discretionary$420.5M
Non-Disc.$68.3K
Employees3
Clients0
DateAug 2020
Total AUM$420.6M
Discretionary$420.5M
Non-Disc.$68.3K
Employees3
Clients0
DateAug 2020
Total AUM$420.6M
Discretionary$420.5M
Non-Disc.$68.3K
Employees3
Clients0
DateJun 2020
Total AUM$144.2M
Discretionary$144.1M
Non-Disc.$42K
Employees3
Clients0
DateMar 2020
Total AUM$144.2M
Discretionary$144.1M
Non-Disc.$42K
Employees3
Clients0
DateFeb 2019
Total AUM$162.4M
Discretionary$160.7M
Non-Disc.$1.7M
Employees5
Clients0
DateNov 2018
Total AUM$172.3M
Discretionary$170.6M
Non-Disc.$1.7M
Employees5
Clients0
DateSep 2018
Total AUM$172.3M
Discretionary$170.6M
Non-Disc.$1.7M
Employees5
Clients0
DateSep 2018
Total AUM$130.7M
Discretionary$129.2M
Non-Disc.$1.5M
Employees5
Clients0
DateMar 2018
Total AUM$130.7M
Discretionary$129.2M
Non-Disc.$1.5M
Employees5
Clients0
DateFeb 2018
Total AUM$130.7M
Discretionary$129.2M
Non-Disc.$1.5M
Employees4
Clients0
DateJun 2017
Total AUM$106.8M
Discretionary$105.5M
Non-Disc.$1.3M
Employees4
Clients26
DateJun 2016
Total AUM$86.8M
Discretionary$85M
Non-Disc.$1.8M
Employees3
Clients26
DateJun 2016
Total AUM$86.8M
Discretionary$85M
Non-Disc.$1.8M
Employees3
Clients26
DateApr 2016
Total AUM$86.8M
Discretionary$85M
Non-Disc.$1.8M
Employees3
Clients26
DateMar 2016
Total AUM$86.8M
Discretionary$85M
Non-Disc.$1.8M
Employees3
Clients26
DateMay 2015
Total AUM$107.4M
Discretionary$105.6M
Non-Disc.$1.8M
Employees3
Clients26
DateFeb 2015
Total AUM$81.8M
Discretionary$79.8M
Non-Disc.$1.9M
Employees3
Clients0
DateFeb 2015
Total AUM$81.8M
Discretionary$79.8M
Non-Disc.$1.9M
Employees3
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0