THE HACKETT GROUP, LLC
Legal name: HACKETT ROBERTSON TOBE GROUP
CRD #304638 SEC #801-117295 NEW ORLEANS, LA 5046030246
SEC Registered
Total AUM
$380M
Discretionary
$0
Employees
4
Clients
26
Accounts
105
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $380M | $0 | $380M | 4 | 0 |
| May 2024 | $505M | $0 | $505M | 3 | 0 |
| Jun 2023 | $538M | $0 | $538M | 3 | 10 |
| Mar 2023 | $570M | $0 | $570M | 3 | 10 |
| Feb 2022 | $500M | $0 | $500M | 3 | 10 |
| Mar 2021 | $420M | $0 | $420M | 3 | 5 |
| Oct 2020 | $421M | $10M | $411M | 3 | 8 |
| Jul 2020 | $421M | $10M | $411M | 3 | 8 |
| May 2020 | $421M | $10M | $411M | 3 | 5 |
| Feb 2020 | $421M | $10M | $411M | 3 | 5 |
| Jan 2020 | $421M | $10M | $411M | 4 | 5 |
| Jan 2020 | $0 | $0 | $0 | 4 | 0 |
| Dec 2019 | $0 | $0 | $0 | 3 | 0 |
| Nov 2019 | $0 | $0 | $0 | 3 | 0 |
| Sep 2019 | $0 | $0 | $0 | 3 | 0 |
| Aug 2019 | $0 | $0 | $0 | 3 | 0 |
| Aug 2019 | $0 | $0 | $0 | 3 | 0 |
DateMay 2025
Total AUM$380M
Discretionary$0
Non-Disc.$380M
Employees4
Clients0
DateMay 2024
Total AUM$505M
Discretionary$0
Non-Disc.$505M
Employees3
Clients0
DateJun 2023
Total AUM$538M
Discretionary$0
Non-Disc.$538M
Employees3
Clients10
DateMar 2023
Total AUM$570M
Discretionary$0
Non-Disc.$570M
Employees3
Clients10
DateFeb 2022
Total AUM$500M
Discretionary$0
Non-Disc.$500M
Employees3
Clients10
DateMar 2021
Total AUM$420M
Discretionary$0
Non-Disc.$420M
Employees3
Clients5
DateOct 2020
Total AUM$421M
Discretionary$10M
Non-Disc.$411M
Employees3
Clients8
DateJul 2020
Total AUM$421M
Discretionary$10M
Non-Disc.$411M
Employees3
Clients8
DateMay 2020
Total AUM$421M
Discretionary$10M
Non-Disc.$411M
Employees3
Clients5
DateFeb 2020
Total AUM$421M
Discretionary$10M
Non-Disc.$411M
Employees3
Clients5
DateJan 2020
Total AUM$421M
Discretionary$10M
Non-Disc.$411M
Employees4
Clients5
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0