JOSLIN CAPITAL ADVISORS LLC
CRD #288285 SEC #801-110760 REDMOND, WA (425) 688-0555
SEC Registered
Total AUM
$450.3M
Discretionary
$372.7M
Employees
6
Clients
1
Accounts
600
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $450.3M | $372.7M | $77.6M | 6 | 4 |
| Nov 2023 | $406.5M | $311.4M | $95M | 6 | 3 |
| Mar 2023 | $406.5M | $311.4M | $95M | 6 | 3 |
| Nov 2022 | $447M | $327.5M | $119.5M | 7 | 2 |
| Mar 2022 | $447M | $327.5M | $119.5M | 7 | 2 |
| Sep 2021 | $382.7M | $259.7M | $122.9M | 10 | 2 |
| Jul 2021 | $382.7M | $259.7M | $122.9M | 10 | 2 |
| Mar 2021 | $382.7M | $259.7M | $122.9M | 8 | 2 |
| Jun 2020 | $347.6M | $234.7M | $113M | 6 | 4 |
| Jun 2020 | $347.6M | $234.7M | $113M | 6 | 4 |
| Jun 2020 | $347.6M | $234.7M | $113M | 6 | 4 |
| Jun 2020 | $347.6M | $234.7M | $113M | 6 | 4 |
| Mar 2020 | $347.6M | $234.7M | $113M | 6 | 4 |
| Jul 2019 | $297.8M | $188.4M | $109.3M | 6 | 9 |
| Mar 2019 | $297.8M | $188.4M | $109.3M | 6 | 9 |
| Mar 2018 | $313.7M | $200M | $113.7M | 8 | 4 |
| Oct 2017 | $291.1M | $183.7M | $107.4M | 8 | 11 |
DateMar 2024
Total AUM$450.3M
Discretionary$372.7M
Non-Disc.$77.6M
Employees6
Clients4
DateNov 2023
Total AUM$406.5M
Discretionary$311.4M
Non-Disc.$95M
Employees6
Clients3
DateMar 2023
Total AUM$406.5M
Discretionary$311.4M
Non-Disc.$95M
Employees6
Clients3
DateNov 2022
Total AUM$447M
Discretionary$327.5M
Non-Disc.$119.5M
Employees7
Clients2
DateMar 2022
Total AUM$447M
Discretionary$327.5M
Non-Disc.$119.5M
Employees7
Clients2
DateSep 2021
Total AUM$382.7M
Discretionary$259.7M
Non-Disc.$122.9M
Employees10
Clients2
DateJul 2021
Total AUM$382.7M
Discretionary$259.7M
Non-Disc.$122.9M
Employees10
Clients2
DateMar 2021
Total AUM$382.7M
Discretionary$259.7M
Non-Disc.$122.9M
Employees8
Clients2
DateJun 2020
Total AUM$347.6M
Discretionary$234.7M
Non-Disc.$113M
Employees6
Clients4
DateJun 2020
Total AUM$347.6M
Discretionary$234.7M
Non-Disc.$113M
Employees6
Clients4
DateJun 2020
Total AUM$347.6M
Discretionary$234.7M
Non-Disc.$113M
Employees6
Clients4
DateJun 2020
Total AUM$347.6M
Discretionary$234.7M
Non-Disc.$113M
Employees6
Clients4
DateMar 2020
Total AUM$347.6M
Discretionary$234.7M
Non-Disc.$113M
Employees6
Clients4
DateJul 2019
Total AUM$297.8M
Discretionary$188.4M
Non-Disc.$109.3M
Employees6
Clients9
DateMar 2019
Total AUM$297.8M
Discretionary$188.4M
Non-Disc.$109.3M
Employees6
Clients9
DateMar 2018
Total AUM$313.7M
Discretionary$200M
Non-Disc.$113.7M
Employees8
Clients4
DateOct 2017
Total AUM$291.1M
Discretionary$183.7M
Non-Disc.$107.4M
Employees8
Clients11