SHEETS SMITH INVESTMENT MANAGEMENT, LLC
CRD #293992 SEC #801-112973 HOUSTON, TX 346-867-8606
SEC Registered
Total AUM
$129.7M
Discretionary
$129.7M
Employees
3
Clients
0
Accounts
255
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $129.7M | $129.7M | $0 | 3 | 0 |
| Aug 2025 | $129.7M | $129.7M | $0 | 3 | 0 |
| May 2025 | $129.7M | $129.7M | $0 | 3 | 0 |
| Apr 2025 | $129.7M | $129.7M | $0 | 3 | 0 |
| Feb 2025 | $129.7M | $129.7M | $0 | 3 | 0 |
| Mar 2024 | $125.8M | $125.8M | $0 | 3 | 0 |
| Mar 2023 | $120.8M | $120.7M | $41.6K | 4 | 0 |
| May 2022 | $156.9M | $156.9M | $33.1K | 4 | 0 |
| Mar 2022 | $156.9M | $156.9M | $33.1K | 4 | 0 |
| Oct 2021 | $122.1M | $122.1M | $0 | 4 | 0 |
| Mar 2021 | $122.1M | $122.1M | $0 | 3 | 0 |
| Jun 2020 | $105.2M | $103.3M | $1.8M | 4 | 0 |
| Mar 2020 | $111.6M | $109.8M | $1.9M | 2 | 0 |
| Mar 2019 | $101.2M | $101.2M | $0 | 2 | 0 |
| Mar 2018 | $6M | $6M | $0 | 2 | 0 |
DateAug 2025
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees3
Clients0
DateAug 2025
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees3
Clients0
DateMay 2025
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2025
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$120.8M
Discretionary$120.7M
Non-Disc.$41.6K
Employees4
Clients0
DateMay 2022
Total AUM$156.9M
Discretionary$156.9M
Non-Disc.$33.1K
Employees4
Clients0
DateMar 2022
Total AUM$156.9M
Discretionary$156.9M
Non-Disc.$33.1K
Employees4
Clients0
DateOct 2021
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$105.2M
Discretionary$103.3M
Non-Disc.$1.8M
Employees4
Clients0
DateMar 2020
Total AUM$111.6M
Discretionary$109.8M
Non-Disc.$1.9M
Employees2
Clients0
DateMar 2019
Total AUM$101.2M
Discretionary$101.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$6M
Discretionary$6M
Non-Disc.$0
Employees2
Clients0