L.S.Y., INC
Legal name: AMERICAN INVESTORS CO
CRD #38 SEC #801-57838 SAN RAMON, CA 925-866-2882
SEC Registered Broker-Dealer
Total AUM
$578.1M
Discretionary
$576.4M
Employees
30
Clients
0
Accounts
1,530
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $578.1M | $576.4M | $1.7M | 30 | 16 |
| Jun 2024 | $616.9M | $574.4M | $42.5M | 32 | 18 |
| Oct 2023 | $511M | $475.2M | $35.8M | 37 | 19 |
| Jun 2023 | $511M | $475.2M | $35.8M | 37 | 19 |
| Jun 2022 | $598.2M | $554M | $44.2M | 39 | 20 |
| Apr 2022 | $588.6M | $546.6M | $41.9M | 41 | 25 |
| Nov 2021 | $588.6M | $546.6M | $41.9M | 41 | 25 |
| Jun 2021 | $588.6M | $546.6M | $41.9M | 41 | 25 |
| Jun 2020 | $376.8M | $354.5M | $22.4M | 43 | 27 |
| Jun 2020 | $376.8M | $354.5M | $22.4M | 43 | 27 |
| Jun 2019 | $408.7M | $385.2M | $23.5M | 46 | 32 |
| Dec 2018 | $371.9M | $348M | $23.9M | 46 | 32 |
| Jun 2018 | $371.9M | $348M | $23.9M | 46 | 32 |
| Sep 2017 | $344.8M | $323.3M | $21.5M | 45 | 1,000 |
| Jun 2017 | $344.8M | $323.3M | $21.5M | 45 | 1,000 |
| Feb 2017 | $340.6M | $321.2M | $19.3M | 45 | 1,100 |
| Jun 2016 | $340.6M | $321.2M | $19.3M | 45 | 1,100 |
| Jun 2015 | $361.1M | $342.1M | $18.9M | 45 | 1,100 |
| Apr 2015 | $287.3M | $272.5M | $14.8M | 47 | 1,000 |
| Jun 2014 | $287.3M | $272.5M | $14.8M | 47 | 1,000 |
| Jun 2013 | $257.4M | $235.4M | $22.1M | 46 | 1,000 |
| Jun 2012 | $234M | $211.8M | $22.2M | 6 | 1,000 |
| Mar 2012 | $227.1M | $206.9M | $20.2M | 6 | 1,000 |
| Jun 2011 | $227.1M | $206.9M | $20.2M | 10 | -- |
| Jun 2010 | $207.2M | $187.8M | $19.4M | 10 | -- |
| Jun 2009 | $157.1M | $138.1M | $19M | 10 | -- |
| Jul 2004 | $140.5M | $110.2M | $30.2M | 10 | -- |
| Jun 2004 | $140.5M | $110.2M | $30.2M | 10 | -- |
| Oct 2001 | $64.5M | $43.2M | $21.3M | 10 | -- |
DateJun 2025
Total AUM$578.1M
Discretionary$576.4M
Non-Disc.$1.7M
Employees30
Clients16
DateJun 2024
Total AUM$616.9M
Discretionary$574.4M
Non-Disc.$42.5M
Employees32
Clients18
DateOct 2023
Total AUM$511M
Discretionary$475.2M
Non-Disc.$35.8M
Employees37
Clients19
DateJun 2023
Total AUM$511M
Discretionary$475.2M
Non-Disc.$35.8M
Employees37
Clients19
DateJun 2022
Total AUM$598.2M
Discretionary$554M
Non-Disc.$44.2M
Employees39
Clients20
DateApr 2022
Total AUM$588.6M
Discretionary$546.6M
Non-Disc.$41.9M
Employees41
Clients25
DateNov 2021
Total AUM$588.6M
Discretionary$546.6M
Non-Disc.$41.9M
Employees41
Clients25
DateJun 2021
Total AUM$588.6M
Discretionary$546.6M
Non-Disc.$41.9M
Employees41
Clients25
DateJun 2020
Total AUM$376.8M
Discretionary$354.5M
Non-Disc.$22.4M
Employees43
Clients27
DateJun 2020
Total AUM$376.8M
Discretionary$354.5M
Non-Disc.$22.4M
Employees43
Clients27
DateJun 2019
Total AUM$408.7M
Discretionary$385.2M
Non-Disc.$23.5M
Employees46
Clients32
DateDec 2018
Total AUM$371.9M
Discretionary$348M
Non-Disc.$23.9M
Employees46
Clients32
DateJun 2018
Total AUM$371.9M
Discretionary$348M
Non-Disc.$23.9M
Employees46
Clients32
DateSep 2017
Total AUM$344.8M
Discretionary$323.3M
Non-Disc.$21.5M
Employees45
Clients1,000
DateJun 2017
Total AUM$344.8M
Discretionary$323.3M
Non-Disc.$21.5M
Employees45
Clients1,000
DateFeb 2017
Total AUM$340.6M
Discretionary$321.2M
Non-Disc.$19.3M
Employees45
Clients1,100
DateJun 2016
Total AUM$340.6M
Discretionary$321.2M
Non-Disc.$19.3M
Employees45
Clients1,100
DateJun 2015
Total AUM$361.1M
Discretionary$342.1M
Non-Disc.$18.9M
Employees45
Clients1,100
DateApr 2015
Total AUM$287.3M
Discretionary$272.5M
Non-Disc.$14.8M
Employees47
Clients1,000
DateJun 2014
Total AUM$287.3M
Discretionary$272.5M
Non-Disc.$14.8M
Employees47
Clients1,000
DateJun 2013
Total AUM$257.4M
Discretionary$235.4M
Non-Disc.$22.1M
Employees46
Clients1,000
DateJun 2012
Total AUM$234M
Discretionary$211.8M
Non-Disc.$22.2M
Employees6
Clients1,000
DateMar 2012
Total AUM$227.1M
Discretionary$206.9M
Non-Disc.$20.2M
Employees6
Clients1,000
DateJun 2011
Total AUM$227.1M
Discretionary$206.9M
Non-Disc.$20.2M
Employees10
Clients--
DateJun 2010
Total AUM$207.2M
Discretionary$187.8M
Non-Disc.$19.4M
Employees10
Clients--
DateJun 2009
Total AUM$157.1M
Discretionary$138.1M
Non-Disc.$19M
Employees10
Clients--
DateJul 2004
Total AUM$140.5M
Discretionary$110.2M
Non-Disc.$30.2M
Employees10
Clients--
DateJun 2004
Total AUM$140.5M
Discretionary$110.2M
Non-Disc.$30.2M
Employees10
Clients--
DateOct 2001
Total AUM$64.5M
Discretionary$43.2M
Non-Disc.$21.3M
Employees10
Clients--