YORKMONT CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$58.6M
Discretionary
$38.7M
66% of AUM
Avg account
$14.6M
Accounts
4
Employees
2
Advisory reps
3

Firm details

Headquarters
AUSTIN, Texas
CRD number
164599
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Non-Exchange Traded Equities 7%, Cash & Cash Equivalents 3%90%
  • Exchange Traded Equities90%
  • Non-Exchange Traded Equities7%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • YANN VESSELY

    Chief Financial OfficerCRD 6289720

Contacts

2 of 2
  • JAMES REIN

    Founding PartnerCRD 4910973

  • GRAEME REIN

    PrincipalCRD 5188438

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth