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 listed as a corporate entity with an ownership structure that includes both a domestic entity and an individual. The firm is categorized as "unclassified" in the dataset and offers limited publicly reported detail about its business model or client focus. The dataset flags several operational attributes: Yosemite Execution Partners Inc. is not identified as a capital allocator, is not marked as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. Specifics such as client segments, fee schedules, core business activities, and advisory services were not reported in the available data. Available records show the firm with three office locations, though no addresses or regional footprints are provided. The dataset also lists zero clients and an average client size of $0.00, indicating no disclosed assets or account-level information in the source material.
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 14
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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