Investment adviser · CRD 137236
YELLOWSTONE PARTNERS
Investment adviser filing (IA)
YELLOWSTONE PARTNERS LLC
IDAHO FALLS, ID, United States · Form ADV filed Jul 20, 2018
- Regulatory AUM
- $230M Form ADV · Item 5.F
- Client accounts
- 1,001 Accounts, not individual clients
- Employees
- 7 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 | 80 | $170,000,000 | 73.9% |
| Individuals | 450 | $60,000,000 | 26.1% |
Filing source
Form ADV 1230518 · Jul 20, 2018 · 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: Jul 20, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3340 MERLIN DRIVE, STE. 100IDAHO FALLS, ID, 83404, United States
CRD 137236
Filing source
Form ADV 1230518 · Jul 20, 2018 · 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.