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 a corporate SEC-registered advisory entity that first registered in 2013. Publicly available classification lists the firm as "unclassified." Ownership is recorded as a mix of a domestic entity and an individual. The firm does not identify itself as a capital allocator, is not flagged as an active ESG investor, and does not report activities as a multi-state adviser, pension consultant, or related adviser to another registered firm. There is limited published detail about the firm's advisory activities, client types, fee arrangements, or investment focus. The absence of those disclosures suggests Yosemite Execution Partners is either inactive in client-facing advisory work or operates in a capacity that does not produce conventional manager or product-level reporting.
Assets & Accounts
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
Jennifer Coffey
Chief Executive OfficerCRD 2857402

Peter Bouyoucos
Founder & CEOCRD 1388189
Contacts
3 of 15Luke Hinshelwood-Ahmann
Registered RepresentativeCRD 6894515

Andrew Kucharski
DirectorCRD 6963742
Peter Mccallion
Managing Director, Investment BankingCRD 6357126
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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