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 institutional registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (2021) and provides portfolio management services to both individuals/families and institutional clients, charging fees as a percentage of assets under management. Yousif Capital reports being an active ESG investor and conducts portfolio management for small businesses as well as larger business or institutional accounts. The firm is not listed as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$258M in ETFs
100%
$258M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI TAIWAN ETF (EWT) | BlackRock | Passive | China Region | $61.1M | 541,264 | 23.68% |
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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