JOCELYN INVESTMENT MANAGEMENT, LLC
CRD #323831 SEC #801-126910 SAN RAFAEL, CA 415-256-1795
SEC Registered
Total AUM
$919.7M
Discretionary
$90.4M
Employees
2
Clients
--
Accounts
272
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $919.7M | $90.4M | $829.3M | 2 | 0 |
| Aug 2024 | $634.2M | $80.4M | $553.8M | 2 | 0 |
| Mar 2024 | $634.2M | $80.4M | $553.8M | 2 | 0 |
| Nov 2023 | $496.2M | $66.4M | $429.8M | 2 | 0 |
| Mar 2023 | $496.2M | $66.4M | $429.8M | 2 | 0 |
| Oct 2022 | $596.6M | $69.8M | $526.8M | 2 | 0 |
| Oct 2022 | $596.6M | $69.8M | $526.8M | 2 | 0 |
DateFeb 2025
Total AUM$919.7M
Discretionary$90.4M
Non-Disc.$829.3M
Employees2
Clients0
DateAug 2024
Total AUM$634.2M
Discretionary$80.4M
Non-Disc.$553.8M
Employees2
Clients0
DateMar 2024
Total AUM$634.2M
Discretionary$80.4M
Non-Disc.$553.8M
Employees2
Clients0
DateNov 2023
Total AUM$496.2M
Discretionary$66.4M
Non-Disc.$429.8M
Employees2
Clients0
DateMar 2023
Total AUM$496.2M
Discretionary$66.4M
Non-Disc.$429.8M
Employees2
Clients0
DateOct 2022
Total AUM$596.6M
Discretionary$69.8M
Non-Disc.$526.8M
Employees2
Clients0
DateOct 2022
Total AUM$596.6M
Discretionary$69.8M
Non-Disc.$526.8M
Employees2
Clients0