Yosemite Execution Partners Inc.
Firm details
- Headquarters
- Lafayette, California
- CRD number
- 165587
- Registered since
- September 9, 2013
Firm profile
FINTRXOverview
Yosemite Execution Partners Inc. is organized as a corporation and is recorded as having registered with the SEC in 2013. Regulatory filings classify the firm as unclassified and list ownership as a combination of a domestic entity and an individual. The firm’s public profile indicates it does not act as a capital allocator, is not active on ESG investing, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. The firm has not provided descriptive detail about its advisory activities, fee structure, client segments, or investment approach in the available dataset.
Assets & Accounts
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
Owners & executives
2 of 2
Peter Bouyoucos
Founder & CEOCRD 1388189

Jennifer Coffey
Chief Executive OfficerCRD 2857402
Contacts
3 of 15
Helene Postrel
FinOpCRD 2240945
Jeff Lee
Executive Vice PresidentCRD 2519049

Michael Ehrlich
Registered RepresentativeCRD 4438920
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lafayette, CA
Contra Costa
Location
Lafayette, CA
Headquartered in Lafayette, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 409 Read Dr
- Time zone
- PT (UTC-8)
- Office locations
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