Yellowstone Capital Partners

RIASEC RegisteredEst. 2025
Total AUM
$289M
Discretionary
$289M
100% of AUM
Avg account
$72.1M
Accounts
4
Employees
2
Advisory reps
1

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

FINTRX

Overview

Yellowstone Capital Partners is an LLC that operates as an institutional registered investment adviser, having registered with the SEC in 2025. The firm focuses on managing pooled investment vehicles and routinely serves institutional clients. It functions not only as an adviser but also in sponsor and general partner capacities, acting as managing member for the pooled vehicles it runs. Its compensation combines asset-based fees with performance-based fees tied to fund results. Yellowstone does not describe itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Victor Paba

    VP, Chief Compliance OfficerCRD 8127189

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth