KIMELMAN & BAIRD, LLC
CRD #2440 SEC #801-9182 NEW YORK, NY 212-686-0021
SEC Registered Broker-Dealer Disclosures
Total AUM
$1.4B
Discretionary
$1.4B
Employees
7
Clients
26
Accounts
517
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $1.4B | $1.4B | $0 | 7 | 0 |
| Mar 2025 | $1.4B | $1.4B | $0 | 7 | 0 |
| Nov 2024 | $1.4B | $1.4B | $0 | 8 | 0 |
| Apr 2024 | $1.4B | $1.4B | $0 | 8 | 0 |
| Mar 2024 | $1.4B | $1.4B | $0 | 8 | 0 |
| Mar 2023 | $1.3B | $1.3B | $0 | 7 | 0 |
| Jan 2022 | $1.5B | $1.5B | $0 | 7 | 0 |
| Aug 2021 | $1.1B | $1.1B | $0 | 7 | 0 |
| Aug 2021 | $1.1B | $1.1B | $0 | 7 | 0 |
| May 2021 | $1.1B | $1.1B | $0 | 7 | 0 |
| Mar 2021 | $1.1B | $1.1B | $0 | 7 | 0 |
| Jun 2020 | $998M | $998M | $0 | 7 | 0 |
| Mar 2020 | $998M | $998M | $0 | 7 | 0 |
| Mar 2019 | $826M | $826M | $0 | 7 | 0 |
| Jul 2018 | $890.9M | $890.9M | $0 | 7 | 0 |
| Mar 2018 | $890.9M | $890.9M | $0 | 7 | 0 |
| Dec 2017 | $788.5M | $788.5M | $0 | 7 | 0 |
| Jul 2017 | $788.5M | $788.5M | $0 | 7 | 500 |
| Jul 2017 | $788.5M | $788.5M | $0 | 7 | 500 |
| Jun 2017 | $788.5M | $788.5M | $0 | 7 | 500 |
| Mar 2017 | $788.5M | $788.5M | $0 | 7 | 500 |
| Feb 2017 | $722.5M | $722.5M | $0 | 7 | 500 |
| Mar 2016 | $722.5M | $722.5M | $0 | 7 | 500 |
| Mar 2015 | $762.3M | $762.3M | $0 | 8 | 500 |
| Mar 2014 | $744.3M | $744.3M | $0 | 8 | 300 |
| Mar 2013 | $622.7M | $622.7M | $0 | 8 | 300 |
| Mar 2012 | $597.9M | $597.9M | $0 | 6 | 300 |
| Mar 2009 | $576.9M | $576.9M | $0 | 10 | -- |
| Mar 2008 | $591.9M | $591.9M | $0 | 10 | -- |
| Mar 2007 | $534.3M | $479.8M | $54.6M | 10 | -- |
| Jan 2007 | $409.9M | $379.4M | $30.4M | 10 | -- |
| Mar 2006 | $409.9M | $379.4M | $30.4M | 10 | -- |
| Jun 2005 | $367.3M | $359.1M | $8.1M | 10 | -- |
| Mar 2004 | $312.3M | $305M | $7.4M | 10 | -- |
| Mar 2002 | $287.7M | $287.7M | $0 | 10 | -- |
DateMay 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees7
Clients0
DateNov 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients0
DateApr 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees7
Clients0
DateJan 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees7
Clients0
DateAug 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateAug 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateMay 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$998M
Discretionary$998M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$998M
Discretionary$998M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$826M
Discretionary$826M
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$890.9M
Discretionary$890.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$890.9M
Discretionary$890.9M
Non-Disc.$0
Employees7
Clients0
DateDec 2017
Total AUM$788.5M
Discretionary$788.5M
Non-Disc.$0
Employees7
Clients0
DateJul 2017
Total AUM$788.5M
Discretionary$788.5M
Non-Disc.$0
Employees7
Clients500
DateJul 2017
Total AUM$788.5M
Discretionary$788.5M
Non-Disc.$0
Employees7
Clients500
DateJun 2017
Total AUM$788.5M
Discretionary$788.5M
Non-Disc.$0
Employees7
Clients500
DateMar 2017
Total AUM$788.5M
Discretionary$788.5M
Non-Disc.$0
Employees7
Clients500
DateFeb 2017
Total AUM$722.5M
Discretionary$722.5M
Non-Disc.$0
Employees7
Clients500
DateMar 2016
Total AUM$722.5M
Discretionary$722.5M
Non-Disc.$0
Employees7
Clients500
DateMar 2015
Total AUM$762.3M
Discretionary$762.3M
Non-Disc.$0
Employees8
Clients500
DateMar 2014
Total AUM$744.3M
Discretionary$744.3M
Non-Disc.$0
Employees8
Clients300
DateMar 2013
Total AUM$622.7M
Discretionary$622.7M
Non-Disc.$0
Employees8
Clients300
DateMar 2012
Total AUM$597.9M
Discretionary$597.9M
Non-Disc.$0
Employees6
Clients300
DateMar 2009
Total AUM$576.9M
Discretionary$576.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$591.9M
Discretionary$591.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$534.3M
Discretionary$479.8M
Non-Disc.$54.6M
Employees10
Clients--
DateJan 2007
Total AUM$409.9M
Discretionary$379.4M
Non-Disc.$30.4M
Employees10
Clients--
DateMar 2006
Total AUM$409.9M
Discretionary$379.4M
Non-Disc.$30.4M
Employees10
Clients--
DateJun 2005
Total AUM$367.3M
Discretionary$359.1M
Non-Disc.$8.1M
Employees10
Clients--
DateMar 2004
Total AUM$312.3M
Discretionary$305M
Non-Disc.$7.4M
Employees10
Clients--
DateMar 2002
Total AUM$287.7M
Discretionary$287.7M
Non-Disc.$0
Employees10
Clients--