YORKMONT CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 164599
- Website
- yorkmontcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI66.04%
- Pooled Investment Vehicles33.96%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Yorkmont Capital Management, LLC is an investment manager organized as an LLC that operates primarily as a hedge fund adviser to institutional clients and pooled vehicles. The firm runs a compact operation that favors liquid, exchange-traded equities as its primary exposure while also operating a pooled hedge fund vehicle that supports more concentrated or performance-oriented strategies. Compensation includes both a percentage of assets under management and performance-based fees, which aligns incentives toward active, return-driven management rather than a purely passive mandate. Investment activity centers on equity markets — the firm’s filings show a strong preference for exchange-traded equities and ETFs — but Yorkmont also routes capital into alternative strategies through external private equity managers and via its own hedge fund. The adviser provides both discretionary portfolio management and non-discretionary advisory services, and the structure and fee schedule indicate a willingness to run concentrated, actively managed portfolios alongside pooled fund vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Non-Exchange Traded Equities7%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1YANN VESSELY
Chief Financial OfficerCRD 6289720
Contacts
2 of 2JAMES REIN
Founding PartnerCRD 4910973
GRAEME REIN
PrincipalCRD 5188438
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 3202 Enfield Rd
- Time zone
- CT (UTC-6)
- Office locations
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