Yacktman Asset Management LP
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 164420
- Registered since
- June 15, 2012
- Website
- yacktman.com
- Custodians
- GOLDMAN SACHS & CO. LLC, UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies82.24%
- HNWI11.42%
- Pooled Investment Vehicles5.67%
- Pension & Profit Sharing Plans0.67%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Yacktman Asset Management LP is a limited partnership that manages capital for individuals, families and institutional clients. The firm is SEC registered (registered in 2012) and operates as a hedge-fund-style asset manager that provides portfolio management for individuals/small businesses, pooled vehicles, investment companies and other institutions. Its fee model combines percentage-of-AUM charges with performance-based fees. The firm does not describe itself as an active ESG investor.
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 Equities85%
- Cash & Cash Equivalents15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$168M in ETFs
100%
$168M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI SOUTH KOREA ETF (EWY) | BlackRock | Passive | Miscellaneous Region | $111M | 604,680 | 65.60% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 6300 Bridge Point Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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