SPOTLIGHT ASSET GROUP, INC.
Legal name: SPOTLIGHT ASSET GROUP
CRD #288076 SEC #801-110415 OAKBROOK TERRACE, IL 630-230-6840
SEC Registered
Total AUM
$205.1M
Discretionary
$187.2M
Employees
4
Clients
11
Accounts
398
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2024 | $205.1M | $187.2M | $17.9M | 4 | 0 |
| Mar 2024 | $205.1M | $187.2M | $17.9M | 4 | 0 |
| Aug 2023 | $178.6M | $172.7M | $5.9M | 4 | 0 |
| Mar 2023 | $178.6M | $172.7M | $5.9M | 4 | 0 |
| Aug 2022 | $229.3M | $226.7M | $2.6M | 7 | 0 |
| Mar 2022 | $229.3M | $226.7M | $2.6M | 7 | 0 |
| Mar 2022 | $229.3M | $226.7M | $2.6M | 7 | 0 |
| Nov 2021 | $232.7M | $226.2M | $6.5M | 7 | 0 |
| Mar 2021 | $446.8M | $440M | $6.8M | 16 | 0 |
| Jan 2021 | $403.7M | $319.4M | $84.3M | 15 | 0 |
| Dec 2020 | $403.7M | $319.4M | $84.3M | 15 | 0 |
| Jun 2020 | $403.7M | $319.4M | $84.3M | 17 | 0 |
| May 2020 | $403.7M | $319.4M | $84.3M | 17 | 0 |
| Apr 2020 | $403.7M | $319.4M | $84.3M | 17 | 0 |
| Apr 2020 | $403.7M | $319.4M | $84.3M | 17 | 0 |
| Feb 2020 | $403.7M | $319.4M | $84.3M | 17 | 0 |
| Feb 2020 | $366.2M | $305.3M | $60.9M | 17 | 0 |
| Nov 2019 | $366.2M | $305.3M | $60.9M | 17 | 0 |
| Nov 2019 | $366.2M | $305.3M | $60.9M | 17 | 0 |
| Sep 2019 | $237.8M | $194M | $43.9M | 18 | 0 |
| Apr 2019 | $237.8M | $194M | $43.9M | 18 | 0 |
| Apr 2019 | $237.8M | $194M | $43.9M | 17 | 0 |
| Mar 2019 | $237.8M | $194M | $43.9M | 17 | 0 |
| Feb 2019 | $237.8M | $194M | $43.9M | 17 | 0 |
| Nov 2018 | $180.8M | $155M | $25.8M | 12 | 0 |
| Aug 2018 | $180.8M | $155M | $25.8M | 12 | 0 |
| Jun 2018 | $105M | $81.4M | $23.5M | 11 | 0 |
| Mar 2018 | $105M | $81.4M | $23.5M | 12 | 0 |
| Mar 2018 | $105M | $81.4M | $23.5M | 10 | 0 |
| Dec 2017 | $110.4M | $71.3M | $39.1M | 12 | 0 |
| Sep 2017 | $101M | $88.5M | $12.5M | 8 | 26 |
| Aug 2017 | $75.4M | $62.9M | $12.5M | 5 | 0 |
DateJun 2024
Total AUM$205.1M
Discretionary$187.2M
Non-Disc.$17.9M
Employees4
Clients0
DateMar 2024
Total AUM$205.1M
Discretionary$187.2M
Non-Disc.$17.9M
Employees4
Clients0
DateAug 2023
Total AUM$178.6M
Discretionary$172.7M
Non-Disc.$5.9M
Employees4
Clients0
DateMar 2023
Total AUM$178.6M
Discretionary$172.7M
Non-Disc.$5.9M
Employees4
Clients0
DateAug 2022
Total AUM$229.3M
Discretionary$226.7M
Non-Disc.$2.6M
Employees7
Clients0
DateMar 2022
Total AUM$229.3M
Discretionary$226.7M
Non-Disc.$2.6M
Employees7
Clients0
DateMar 2022
Total AUM$229.3M
Discretionary$226.7M
Non-Disc.$2.6M
Employees7
Clients0
DateNov 2021
Total AUM$232.7M
Discretionary$226.2M
Non-Disc.$6.5M
Employees7
Clients0
DateMar 2021
Total AUM$446.8M
Discretionary$440M
Non-Disc.$6.8M
Employees16
Clients0
DateJan 2021
Total AUM$403.7M
Discretionary$319.4M
Non-Disc.$84.3M
Employees15
Clients0
DateDec 2020
Total AUM$403.7M
Discretionary$319.4M
Non-Disc.$84.3M
Employees15
Clients0
DateJun 2020
Total AUM$403.7M
Discretionary$319.4M
Non-Disc.$84.3M
Employees17
Clients0
DateMay 2020
Total AUM$403.7M
Discretionary$319.4M
Non-Disc.$84.3M
Employees17
Clients0
DateApr 2020
Total AUM$403.7M
Discretionary$319.4M
Non-Disc.$84.3M
Employees17
Clients0
DateApr 2020
Total AUM$403.7M
Discretionary$319.4M
Non-Disc.$84.3M
Employees17
Clients0
DateFeb 2020
Total AUM$403.7M
Discretionary$319.4M
Non-Disc.$84.3M
Employees17
Clients0
DateFeb 2020
Total AUM$366.2M
Discretionary$305.3M
Non-Disc.$60.9M
Employees17
Clients0
DateNov 2019
Total AUM$366.2M
Discretionary$305.3M
Non-Disc.$60.9M
Employees17
Clients0
DateNov 2019
Total AUM$366.2M
Discretionary$305.3M
Non-Disc.$60.9M
Employees17
Clients0
DateSep 2019
Total AUM$237.8M
Discretionary$194M
Non-Disc.$43.9M
Employees18
Clients0
DateApr 2019
Total AUM$237.8M
Discretionary$194M
Non-Disc.$43.9M
Employees18
Clients0
DateApr 2019
Total AUM$237.8M
Discretionary$194M
Non-Disc.$43.9M
Employees17
Clients0
DateMar 2019
Total AUM$237.8M
Discretionary$194M
Non-Disc.$43.9M
Employees17
Clients0
DateFeb 2019
Total AUM$237.8M
Discretionary$194M
Non-Disc.$43.9M
Employees17
Clients0
DateNov 2018
Total AUM$180.8M
Discretionary$155M
Non-Disc.$25.8M
Employees12
Clients0
DateAug 2018
Total AUM$180.8M
Discretionary$155M
Non-Disc.$25.8M
Employees12
Clients0
DateJun 2018
Total AUM$105M
Discretionary$81.4M
Non-Disc.$23.5M
Employees11
Clients0
DateMar 2018
Total AUM$105M
Discretionary$81.4M
Non-Disc.$23.5M
Employees12
Clients0
DateMar 2018
Total AUM$105M
Discretionary$81.4M
Non-Disc.$23.5M
Employees10
Clients0
DateDec 2017
Total AUM$110.4M
Discretionary$71.3M
Non-Disc.$39.1M
Employees12
Clients0
DateSep 2017
Total AUM$101M
Discretionary$88.5M
Non-Disc.$12.5M
Employees8
Clients26
DateAug 2017
Total AUM$75.4M
Discretionary$62.9M
Non-Disc.$12.5M
Employees5
Clients0