Ycg, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 145769
- Registered since
- December 14, 2007
- Website
- ycginvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI53.67%
- Investment Companies36.14%
- Charitable Organizations5.82%
- Corporations / Businesses3.9%
- Individuals0.44%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ycg, LLC is an SEC-registered limited liability company operating as an institutional registered investment adviser since 2007. The firm is owned by an individual and serves both high-net-worth individuals and families as well as institutional clients. Its advisory mandate is conventional portfolio management — managing accounts for individuals and small businesses, investment companies, and other business or institutional clients — and it charges fees as a percentage of assets under management. The firm does not present itself as an ESG-focused manager, is not a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities93%
- Public Funds/Mutual Funds5%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Lelia Long
Chief Compliance OfficerCRD 4482684
William Kruger
Chief Executive OfficerCRD 4960769
Contacts
2 of 2
Brian Yacktman
PresidentCRD 5453241
Henry Savage
Partner, Portfolio ManagerCRD 6110011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$1.9M in ETFs
100%
$1.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $1.3M | 12,718 | 66.00% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 3207 620
- Time zone
- CT (UTC-6)
- Office locations
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