WEATHERHELM CAPITAL MANAGEMENT LLC
CRD #175019 SEC #801-81110 CAMBRIDGE, NY 518-407-3886
SEC Registered
Total AUM
$82.8M
Discretionary
$80.7M
Employees
5
Clients
--
Accounts
204
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $82.8M | $80.7M | $2.1M | 5 | 1 |
| Mar 2025 | $82.8M | $80.7M | $2.1M | 5 | 1 |
| May 2024 | $68M | $65.9M | $2.1M | 2 | 1 |
| Mar 2024 | $68M | $65.9M | $2.1M | 2 | 1 |
| Mar 2023 | $57.1M | $56.2M | $955.5K | 2 | 1 |
| Dec 2022 | $49.4M | $47.7M | $1.7M | 2 | 1 |
| Mar 2022 | $49.4M | $47.7M | $1.7M | 2 | 1 |
| Feb 2022 | $45.6M | $44M | $1.5M | 2 | 1 |
| Apr 2021 | $45.6M | $44M | $1.5M | 2 | 1 |
| Mar 2021 | $45.6M | $44M | $1.5M | 2 | 1 |
| Jun 2020 | $38.7M | $36.4M | $2.3M | 2 | 1 |
| Apr 2020 | $38.7M | $36.4M | $2.3M | 2 | 1 |
| Mar 2020 | $38.7M | $36.4M | $2.3M | 2 | 1 |
| Nov 2019 | $30.3M | $27.6M | $2.8M | 2 | 1 |
| Nov 2019 | $30.3M | $27.6M | $2.8M | 1 | 1 |
| Mar 2019 | $30.3M | $27.6M | $2.8M | 2 | 1 |
| Jul 2018 | $43.9M | $27.1M | $16.8M | 2 | 0 |
| Mar 2018 | $43.9M | $27.1M | $16.8M | 2 | 0 |
| Mar 2017 | $35.5M | $16.2M | $19.3M | 3 | 26 |
| Nov 2016 | $30.9M | $15.7M | $15.3M | 3 | 26 |
| Jul 2016 | $30.9M | $15.7M | $15.3M | 3 | 26 |
| Mar 2016 | $30.9M | $15.7M | $15.3M | 3 | 26 |
| Aug 2015 | $28.4M | $14.4M | $14M | 2 | 26 |
| Jun 2015 | $11.5M | $11.5M | $0 | 2 | 11 |
| Jun 2015 | $11.5M | $11.5M | $0 | 2 | 11 |
| Apr 2015 | $11.5M | $11.5M | $0 | 2 | 11 |
| Apr 2015 | $11.5M | $11.5M | $0 | 2 | 11 |
| Mar 2015 | $0 | $0 | $0 | 2 | 0 |
| Mar 2015 | $0 | $0 | $0 | 1 | 0 |
| Mar 2015 | $0 | $0 | $0 | 1 | 0 |
| Mar 2015 | $0 | $0 | $0 | 1 | 0 |
DateJun 2025
Total AUM$82.8M
Discretionary$80.7M
Non-Disc.$2.1M
Employees5
Clients1
DateMar 2025
Total AUM$82.8M
Discretionary$80.7M
Non-Disc.$2.1M
Employees5
Clients1
DateMay 2024
Total AUM$68M
Discretionary$65.9M
Non-Disc.$2.1M
Employees2
Clients1
DateMar 2024
Total AUM$68M
Discretionary$65.9M
Non-Disc.$2.1M
Employees2
Clients1
DateMar 2023
Total AUM$57.1M
Discretionary$56.2M
Non-Disc.$955.5K
Employees2
Clients1
DateDec 2022
Total AUM$49.4M
Discretionary$47.7M
Non-Disc.$1.7M
Employees2
Clients1
DateMar 2022
Total AUM$49.4M
Discretionary$47.7M
Non-Disc.$1.7M
Employees2
Clients1
DateFeb 2022
Total AUM$45.6M
Discretionary$44M
Non-Disc.$1.5M
Employees2
Clients1
DateApr 2021
Total AUM$45.6M
Discretionary$44M
Non-Disc.$1.5M
Employees2
Clients1
DateMar 2021
Total AUM$45.6M
Discretionary$44M
Non-Disc.$1.5M
Employees2
Clients1
DateJun 2020
Total AUM$38.7M
Discretionary$36.4M
Non-Disc.$2.3M
Employees2
Clients1
DateApr 2020
Total AUM$38.7M
Discretionary$36.4M
Non-Disc.$2.3M
Employees2
Clients1
DateMar 2020
Total AUM$38.7M
Discretionary$36.4M
Non-Disc.$2.3M
Employees2
Clients1
DateNov 2019
Total AUM$30.3M
Discretionary$27.6M
Non-Disc.$2.8M
Employees2
Clients1
DateNov 2019
Total AUM$30.3M
Discretionary$27.6M
Non-Disc.$2.8M
Employees1
Clients1
DateMar 2019
Total AUM$30.3M
Discretionary$27.6M
Non-Disc.$2.8M
Employees2
Clients1
DateJul 2018
Total AUM$43.9M
Discretionary$27.1M
Non-Disc.$16.8M
Employees2
Clients0
DateMar 2018
Total AUM$43.9M
Discretionary$27.1M
Non-Disc.$16.8M
Employees2
Clients0
DateMar 2017
Total AUM$35.5M
Discretionary$16.2M
Non-Disc.$19.3M
Employees3
Clients26
DateNov 2016
Total AUM$30.9M
Discretionary$15.7M
Non-Disc.$15.3M
Employees3
Clients26
DateJul 2016
Total AUM$30.9M
Discretionary$15.7M
Non-Disc.$15.3M
Employees3
Clients26
DateMar 2016
Total AUM$30.9M
Discretionary$15.7M
Non-Disc.$15.3M
Employees3
Clients26
DateAug 2015
Total AUM$28.4M
Discretionary$14.4M
Non-Disc.$14M
Employees2
Clients26
DateJun 2015
Total AUM$11.5M
Discretionary$11.5M
Non-Disc.$0
Employees2
Clients11
DateJun 2015
Total AUM$11.5M
Discretionary$11.5M
Non-Disc.$0
Employees2
Clients11
DateApr 2015
Total AUM$11.5M
Discretionary$11.5M
Non-Disc.$0
Employees2
Clients11
DateApr 2015
Total AUM$11.5M
Discretionary$11.5M
Non-Disc.$0
Employees2
Clients11
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0