Yosemite Execution Partners Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Lafayette, California
CRD number
165587
Registered since
September 9, 2013

Firm profile

FINTRX

Overview

Yosemite Execution Partners Inc. is listed as a corporate entity with an ownership structure that includes both a domestic entity and an individual. The firm is categorized as "unclassified" in the dataset and offers limited publicly reported detail about its business model or client focus. The dataset flags several operational attributes: Yosemite Execution Partners Inc. is not identified as a capital allocator, is not marked as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. Specifics such as client segments, fee schedules, core business activities, and advisory services were not reported in the available data. Available records show the firm with three office locations, though no addresses or regional footprints are provided. The dataset also lists zero clients and an average client size of $0.00, indicating no disclosed assets or account-level information in the source material.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Peter Bouyoucos

    Peter Bouyoucos

    Founder & CEOCRD 1388189

  • Jennifer Coffey

    Jennifer Coffey

    Chief Executive OfficerCRD 2857402

Contacts

3 of 14
  • Helene Postrel

    Helene Postrel

    FinOpCRD 2240945

  • Jeff Lee

    Jeff Lee

    Executive Vice PresidentCRD 2519049

  • Michael Ehrlich

    Michael Ehrlich

    Registered RepresentativeCRD 4438920

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Lafayette, CA

Contra Costa

Location

Lafayette, CA

Headquartered in Lafayette, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Contra Costa
Address
409 Read Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth