RIA Intelligence

KATHMERE CAPITAL MANAGEMENT, LLC

CRD #305118 SEC #801-117215 WAYNE, PA 610-989-3900
SEC Registered Private Funds
Total AUM
$2.5B
Discretionary
$2.5B
Employees
18
Clients
11
Accounts
2,402

AUM Over Time

DateOct 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees18
Clients60
DateMay 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees18
Clients60
DateApr 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees18
Clients60
DateMar 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees18
Clients60
DateNov 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$1.3M
Employees17
Clients66
DateOct 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$1.3M
Employees17
Clients66
DateFeb 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$1.3M
Employees17
Clients66
DateFeb 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$1.3M
Employees17
Clients66
DateNov 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.3M
Employees17
Clients73
DateJul 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.3M
Employees17
Clients73
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.3M
Employees17
Clients73
DateJan 2023
Total AUM$2.1B
Discretionary$1.3B
Non-Disc.$777M
Employees17
Clients0
DateDec 2022
Total AUM$2.1B
Discretionary$1.3B
Non-Disc.$777M
Employees17
Clients0
DateMar 2022
Total AUM$2.1B
Discretionary$1.3B
Non-Disc.$777M
Employees15
Clients0
DateFeb 2022
Total AUM$2.1B
Discretionary$1.3B
Non-Disc.$777M
Employees15
Clients0
DateNov 2021
Total AUM$1.9B
Discretionary$871.6M
Non-Disc.$1B
Employees13
Clients0
DateNov 2021
Total AUM$1.9B
Discretionary$871.6M
Non-Disc.$1B
Employees13
Clients0
DateOct 2021
Total AUM$1.9B
Discretionary$871.6M
Non-Disc.$1B
Employees13
Clients0
DateMar 2021
Total AUM$1.6B
Discretionary$726.6M
Non-Disc.$862.1M
Employees13
Clients0
DateJul 2020
Total AUM$1.2B
Discretionary$632.6M
Non-Disc.$544.5M
Employees12
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$632.6M
Non-Disc.$544.5M
Employees12
Clients0
DateMay 2020
Total AUM$1.2B
Discretionary$632.6M
Non-Disc.$544.5M
Employees12
Clients0
DateApr 2020
Total AUM$1.2B
Discretionary$632.6M
Non-Disc.$544.5M
Employees12
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$632.6M
Non-Disc.$544.5M
Employees12
Clients0
DateDec 2019
Total AUM$925.6M
Discretionary$551M
Non-Disc.$374.6M
Employees12
Clients0
DateDec 2019
Total AUM$925.6M
Discretionary$551M
Non-Disc.$374.6M
Employees12
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0