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 has been registered with the SEC since 2013. Ownership is listed as a mix of a domestic entity and an individual. The firm is categorized as "unclassified" in the source data and does not identify itself as a capital allocator. It also does not report activity as an ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm has not provided public detail about its advisory activities, business lines, or affiliations in the source material.
Assets & Accounts
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 2JENNIFER 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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