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 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

FINTRX

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