MILLBANK DARTMOOR PORTSMOUTH LLC
CRD #311046 SEC #801-119757 ASHEVILLE, NC 828-499-7222
SEC Registered
Total AUM
$233.7M
Discretionary
$233.7M
Employees
3
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $233.7M | $233.7M | $0 | 3 | 4 |
| Jul 2024 | $213M | $213M | $0 | 3 | 3 |
| Mar 2024 | $172M | $172M | $0 | 2 | 0 |
| Mar 2023 | $308.5M | $308.5M | $0 | 2 | 0 |
| Sep 2022 | $256.4M | $256.4M | $0 | 2 | 0 |
| Mar 2022 | $216.6M | $216.6M | $0 | 2 | 0 |
| Oct 2021 | $136.2M | $136.2M | $0 | 2 | 0 |
| Mar 2021 | $107M | $107M | $0 | 2 | 0 |
| Mar 2021 | $107M | $107M | $0 | 2 | 0 |
| Oct 2020 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$233.7M
Discretionary$233.7M
Non-Disc.$0
Employees3
Clients4
DateJul 2024
Total AUM$213M
Discretionary$213M
Non-Disc.$0
Employees3
Clients3
DateMar 2024
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$308.5M
Discretionary$308.5M
Non-Disc.$0
Employees2
Clients0
DateSep 2022
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$0
Employees2
Clients0
DateOct 2021
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees2
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0