Yousif Capital Management, LLC
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 312511
- Registered since
- February 18, 2021
- Website
- www.yousifcapital.com
- Custodians
- COMERICA SECURITIES,INC.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers62.79%
- Insurance Companies9.8%
- State / Municipal Government7.3%
- HNWI6.45%
- Other5.42%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Yousif Capital Management, LLC is an SEC-registered institutional RIA organized as a limited liability company and owned by an individual. The firm provides fee-based portfolio management, charging a percentage of assets under management, and serves both high-net-worth individuals and families as well as institutional clients. Advisory services are focused on discretionary portfolio management for individuals, small businesses and institutional entities. The firm reports being an active ESG investor. Yousif Capital registered with the SEC in 2021 and operates as a single adviser rather than a capital allocator or pension consultant. Its public filings indicate a preference for equity-focused strategies and the use of third-party alternatives alongside traditional holdings.
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 Equities66%
- US Government Bonds20%
- Investment Grade Corp Bonds8%
- Other4%
- Public Funds/Mutual Funds2%
Owners & executives
3 of 3
Rosanna Bennett
Chief Compliance OfficerCRD 7352349
Geoffrey Rossi
Chief Operating OfficerCRD 7818489
Edward Goard
Chief Investment OfficerCRD 5100875
Contacts
3 of 6
Samuel Gilbert
Portfolio ManagerCRD 6522213
James Kelts
Director of Fixed IncomeCRD 4201040
Kevin Yousif
PresidentCRD 2810598
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$252M in ETFs
100%
$252M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI TAIWAN ETF (EWT) | BlackRock | Passive | China Region | $59.6M | 548,372 | 23.67% |
Location
Bloomfield Hills, MI
Oakland
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 39533 Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
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