Investment adviser · CRD 145769
YCG, LLC
Investment adviser filing (IA)
AUSTIN, TX, United States · Form ADV filed Aug 25, 2026
- Regulatory AUM
- $1.54B Form ADV · Item 5.F
- Client accounts
- 264 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 206 | $827,336,995 | 53.7% |
| Investment companies | 1 | $557,146,024 | 36.1% |
| Charities | 8 | $89,749,244 | 5.8% |
| Corporations & businesses | 6 | $60,120,247 | 3.9% |
| Individuals | 41 | $6,739,607 | 0.4% |
| Other clients | 2 | $447,417 | 0.0% |
Filing source
Form ADV 2127793 · Aug 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 25, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
3207 RANCH ROAD 620 SOUTH, SUITE 200AUSTIN, TX, 78738, United States
CRD 145769
Filing source
Form ADV 2127793 · Aug 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.