HOMESTEAD CAPITAL USA, LLC
CRD #281186 SEC #801-106596 SAN FRANCISCO, CA 415-369-9952
SEC Registered Private Funds
Total AUM
$1.6B
Discretionary
$1.6B
Employees
20
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.6B | $1.6B | $0 | 20 | 0 |
| Feb 2025 | $1.8B | $1.8B | $0 | 19 | 0 |
| Jan 2025 | $1.8B | $1.8B | $0 | 19 | 0 |
| Mar 2024 | $1.8B | $1.8B | $0 | 19 | 0 |
| Mar 2023 | $1.6B | $1.6B | $0 | 18 | 0 |
| Mar 2022 | $1.1B | $1.1B | $0 | 16 | 0 |
| Jan 2022 | $1.1B | $1.1B | $0 | 15 | 0 |
| Mar 2021 | $1.1B | $1.1B | $0 | 15 | 0 |
| Mar 2020 | $942.2M | $942.2M | $0 | 11 | 0 |
| Aug 2019 | $813.3M | $813.3M | $0 | 11 | 0 |
| Mar 2019 | $813.3M | $813.3M | $0 | 11 | 0 |
| Mar 2018 | $564.8M | $564.8M | $0 | 9 | 0 |
| Apr 2017 | $570.5M | $570.5M | $0 | 9 | 1 |
| Mar 2017 | $570.5M | $570.5M | $0 | 9 | 1 |
| Oct 2016 | $562.8M | $562.8M | $0 | 10 | 1 |
| Apr 2016 | $169.8M | $169.8M | $0 | 10 | 1 |
| Mar 2016 | $169.4M | $169.4M | $0 | 10 | 1 |
| Aug 2015 | $169.2M | $169.2M | $0 | 10 | 1 |
| Aug 2015 | $169.2M | $169.2M | $0 | 10 | 1 |
DateMar 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees20
Clients0
DateFeb 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees19
Clients0
DateJan 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees19
Clients0
DateMar 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees19
Clients0
DateMar 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees18
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients0
DateJan 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients0
DateMar 2020
Total AUM$942.2M
Discretionary$942.2M
Non-Disc.$0
Employees11
Clients0
DateAug 2019
Total AUM$813.3M
Discretionary$813.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$813.3M
Discretionary$813.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$564.8M
Discretionary$564.8M
Non-Disc.$0
Employees9
Clients0
DateApr 2017
Total AUM$570.5M
Discretionary$570.5M
Non-Disc.$0
Employees9
Clients1
DateMar 2017
Total AUM$570.5M
Discretionary$570.5M
Non-Disc.$0
Employees9
Clients1
DateOct 2016
Total AUM$562.8M
Discretionary$562.8M
Non-Disc.$0
Employees10
Clients1
DateApr 2016
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$0
Employees10
Clients1
DateMar 2016
Total AUM$169.4M
Discretionary$169.4M
Non-Disc.$0
Employees10
Clients1
DateAug 2015
Total AUM$169.2M
Discretionary$169.2M
Non-Disc.$0
Employees10
Clients1
DateAug 2015
Total AUM$169.2M
Discretionary$169.2M
Non-Disc.$0
Employees10
Clients1