Yosemite Execution Partners Inc.

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Lafayette, California
CRD number
165587
Registered since
September 9, 2013

Firm profile

FINTRX

Overview

Yosemite Execution Partners Inc. is a corporate SEC-registered advisory entity that first registered in 2013. Publicly available classification lists the firm as "unclassified." Ownership is recorded as a mix of a domestic entity and an individual. The firm does not identify itself as a capital allocator, is not flagged as an active ESG investor, and does not report activities as a multi-state adviser, pension consultant, or related adviser to another registered firm. There is limited published detail about the firm's advisory activities, client types, fee arrangements, or investment focus. The absence of those disclosures suggests Yosemite Execution Partners is either inactive in client-facing advisory work or operates in a capacity that does not produce conventional manager or product-level reporting.

Assets & Accounts

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

Owners & executives

2 of 2
  • Jennifer Coffey

    Jennifer Coffey

    Chief Executive OfficerCRD 2857402

  • Peter Bouyoucos

    Peter Bouyoucos

    Founder & CEOCRD 1388189

Contacts

3 of 15
  • Luke Hinshelwood-Ahmann

    Registered RepresentativeCRD 6894515

  • Andrew Kucharski

    Andrew Kucharski

    DirectorCRD 6963742

  • Peter Mccallion

    Managing Director, Investment BankingCRD 6357126

Unlock 12 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth