{"url":"https://nivawealth.com/firms/yacktman-asset-management-164420","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/164420","regulatoryAum":11712361735,"crd":"164420","secFileNumber":"801-76744","legalName":"Yacktman Asset Management LP","displayName":"Yacktman Asset Management","website":"https://www.yacktman.com/","linkedinUrl":"https://www.linkedin.com/company/yacktman-asset-management-lp","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"6300 Bridge Point Parkway, Building 1 Suite 500","city":"Austin","state":"TX","stateName":"Texas","country":"United States","postalCode":"78730-5073"},"tradeNames":[],"registration":{"secApproved":"15 June 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":19,"advisory":9,"brokerDealerReps":2,"insuranceAgents":0,"promoters":3},"aum":{"discretionary":11707206102,"discretionaryAccounts":634,"nonDiscretionary":5155633,"nonDiscretionaryAccounts":2,"wrapProgram":1171838710,"nonUsClientsPct":3,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":626,"regulatoryAum":1337616823},{"label":"Investment companies","clients":4,"regulatoryAum":9632290879},{"label":"Pooled investment vehicles","clients":5,"regulatoryAum":664279154},{"label":"Pension and profit-sharing plans","clients":1,"regulatoryAum":78174879}],"fees":[],"feeNotes":[],"custodians":[{"name":"UBS Financial Services Inc.","shortName":"UBS Financial Services","location":"Weehawken, NJ","smaAssets":297699981},{"name":"Goldman Sachs & Co. 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They include 626 high-net-worth individuals, 5 pooled investment vehicles and 4 investment companies.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Yacktman Asset Management offer?","answer":"Yacktman Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Yacktman Asset Management use?","answer":"Yacktman Asset Management’s separately managed account assets are held at Goldman Sachs & Co. LLC (New York, NY), with $875,728,233 and UBS Financial Services Inc. (Weehawken, NJ), with $297,699,981. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Yacktman Asset Management have?","answer":"Yacktman Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 19 employees, and 9 perform investment advisory functions. 2 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Yacktman Asset Management invest in?","answer":"At the end of its last fiscal year, Yacktman Asset Management’s separately managed accounts held 85% exchange-traded equities and 15% cash and equivalents. It advises 1 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Yacktman Asset Management?","answer":"Yacktman Asset Management is owned through a chain of holding companies by Donald and Stephen Yacktman, Jason Subotky, and Affiliated Managers Group, Inc. Its direct owners are Yamco, Inc. (10% to 25%) and Gotham Acquisition LP, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Yacktman Asset Management get paid?","answer":"Yacktman Asset Management is paid through a percentage of assets under management and performance-based fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}