Yosemite Execution Partners Inc.
Firm details
- Headquarters
- Lafayette, California
- CRD number
- 165587
- Registered since
- September 9, 2013
Firm profile
FINTRXOverview
Yosemite Execution Partners Inc. is organized as a corporation and has been registered with the SEC since 2013. Public filings classify the firm as unclassified; ownership is listed as a mix of a domestic entity and an individual. The available disclosures indicate the firm does not act as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser. It is also not marked as a newly formed adviser, pension consultant, or related adviser in the provided dataset. The firm has not supplied additional detail about its advisory activities, client types, or fee arrangements.
Assets & Accounts
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
Owners & executives
2 of 2
Peter Bouyoucos
Founder & CEOCRD 1388189

Jennifer Coffey
Chief Executive OfficerCRD 2857402
Contacts
3 of 15
Helene Postrel
FinOpCRD 2240945
Jeff Lee
Executive Vice PresidentCRD 2519049

Michael Ehrlich
Registered RepresentativeCRD 4438920
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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