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 first registered with the SEC in 2013. The firm is listed as a domestic entity with individual ownership and is classified in FINTRX as unclassified rather than under a standard adviser subtype. Available records indicate the firm does not function as a capital allocator and is not identified as an active ESG investor. It is also not flagged as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. FINTRX does not populate standard fields for Yosemite Execution Partners’ client base, advisory activities, fee schedule or specific business lines, so there is limited public detail on its service model, target clients, or investment process.
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
Jennifer Coffey
Chief Executive OfficerCRD 2857402

Peter Bouyoucos
Founder & CEOCRD 1388189
Contacts
3 of 15Luke Hinshelwood-Ahmann
Registered RepresentativeCRD 6894515

Andrew Kucharski
DirectorCRD 6963742
Peter Mccallion
Managing Director, Investment BankingCRD 6357126
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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