YOUSIF CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 312511
- Registered since
- February 18, 2021
- Website
- www.yousifcapital.com
- Custodians
- COMERICA SECURITIES,INC.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers62.79%
- Insurance Companies9.8%
- State / Municipal Government7.3%
- HNWI6.45%
- Other5.42%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Yousif Capital Management, LLC is an SEC-registered investment adviser organized as an LLC in 2021 and owned by an individual. The firm provides discretionary portfolio management primarily for individuals, families and institutional clients and charges fees as a percentage of assets under management. Its stated preference is equities, with exchange-traded securities representing the largest portion of assets. Yousif Capital notes active ESG investing as part of its approach. The firm is not characterized as a capital allocator or pension consultant and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- US Government Bonds20%
- Investment Grade Corp Bonds8%
- Other4%
- Public Funds/Mutual Funds2%
Owners & executives
3 of 3Rosanna Bennett
Chief Compliance OfficerCRD 7352349
GEOFFREY ROSSI
Chief Operating OfficerCRD 7818489
EDWARD GOARD
Chief Investment OfficerCRD 5100875
Contacts
3 of 6SAMUEL GILBERT
Portfolio ManagerCRD 6522213
JAMES KELTS
Director of Fixed IncomeCRD 4201040
KEVIN YOUSIF
PresidentCRD 2810598
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$260M in ETFs
100%
$260M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $47.6M | 73,260 | 18.35% |
Location
Bloomfield Hills, MI
OAKLAND
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 39533 Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
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