Yellowstone Capital Partners
Firm details
- Headquarters
- Gainesville, Florida
- CRD number
- 324681
- Registered since
- August 27, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Yellowstone Capital Partners is an LLC that manages pooled investment vehicles for institutional clients. The firm is SEC-registered (2025) and operates as an investment adviser that also sponsors and serves as GP/managing member for its pooled vehicles. Its compensation includes both a percentage-of-AUM fee and performance-based fees, consistent with an active private-fund manager. Yellowstone does not market itself as an ESG investor and is not positioned as a multi-state or capital-allocating advisory platform; its core activity is portfolio management for pooled investment products.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Victor Paba
VP, Chief Compliance OfficerCRD 8127189
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Gainesville, FL
Alachua
Location
Gainesville, FL
Headquartered in Gainesville, FL, anchoring the Gainesville-Lake City, FL metro in the South.
- Metro area
- Gainesville-Lake City, FL
- Region
- South
- County
- Alachua
- Address
- 240 Nw 76th Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Together Planning
RIAGainesville, FL
Chacon Diaz & Di Virgilio Wealth Management, LLC
RIAGainesville, FL
Strategic Asset Planning
RIAGainesville, FL
Lentz Advisors
RIAGainesville, FL
Koss-Olinger Consulting, LLC
RIAGainesville, FL
Mcdavid & Company Wealth Management Services
RIAGainesville, FL