UMB ASSET MANAGEMENT, LLC
CRD #306374 SEC #801-117738 KANSAS CITY, MO 816-860-7000
SEC Registered Private Funds
Total AUM
$47.5M
Discretionary
$0
Employees
7
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $47.5M | $0 | $47.5M | 7 | 0 |
| Mar 2025 | $54.8M | $0 | $54.8M | 7 | 0 |
| Jul 2024 | $56.3M | $0 | $56.3M | 1 | 0 |
| Mar 2024 | $56.3M | $0 | $56.3M | 1 | 0 |
| Sep 2023 | $54.7M | $0 | $54.7M | 8 | 0 |
| Sep 2023 | $54.7M | $0 | $54.7M | 8 | 0 |
| Mar 2023 | $216M | $213.5M | $2.5M | 12 | 6 |
| Mar 2023 | $20M | $20M | $0 | 9 | 5 |
| Nov 2022 | $20M | $20M | $0 | 9 | 5 |
| Mar 2022 | $20M | $20M | $0 | 9 | 5 |
| Apr 2021 | $0 | $0 | $0 | 2 | 0 |
| Mar 2021 | $0 | $0 | $0 | 2 | 0 |
| Jun 2020 | $0 | $0 | $0 | 0 | 0 |
| Mar 2020 | $0 | $0 | $0 | 0 | 0 |
DateJun 2025
Total AUM$47.5M
Discretionary$0
Non-Disc.$47.5M
Employees7
Clients0
DateMar 2025
Total AUM$54.8M
Discretionary$0
Non-Disc.$54.8M
Employees7
Clients0
DateJul 2024
Total AUM$56.3M
Discretionary$0
Non-Disc.$56.3M
Employees1
Clients0
DateMar 2024
Total AUM$56.3M
Discretionary$0
Non-Disc.$56.3M
Employees1
Clients0
DateSep 2023
Total AUM$54.7M
Discretionary$0
Non-Disc.$54.7M
Employees8
Clients0
DateSep 2023
Total AUM$54.7M
Discretionary$0
Non-Disc.$54.7M
Employees8
Clients0
DateMar 2023
Total AUM$216M
Discretionary$213.5M
Non-Disc.$2.5M
Employees12
Clients6
DateMar 2023
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees9
Clients5
DateNov 2022
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees9
Clients5
DateMar 2022
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees9
Clients5
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0