{"url":"https://nivawealth.com/firms/yellowstone-capital-partners-us-324681","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/324681","regulatoryAum":288558750,"crd":"324681","secFileNumber":"801-134069","legalName":"Yellowstone Capital Partners US, LLC","displayName":"Yellowstone Capital Partners US","slug":"yellowstone-capital-partners-us-324681","website":"https://yellowstonecp.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/324681/4a971eee33c773b4-r1.webp","tone":"dark","width":1048,"height":200,"sourceUrl":"https://yellowstonecp.com/","sourceLabel":"Yellowstone Capital Partners, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/yellowstone-capital-partners/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"240 NW 76th DR, Ste D","city":"Gainesville","state":"FL","stateName":"Florida","country":"United States","postalCode":"32607"},"tradeNames":[],"registration":{"secApproved":"27 August 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":288558750,"discretionary":288558750,"discretionaryAccounts":4,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":81,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":4,"regulatoryAum":288558750}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Yellowstone Capital Partners US has custody of $289M for 4 clients.","otherCustodians":[],"leadership":[{"name":"Victor Paba","title":"Chief Compliance Officer, Vicepresident and Head of US Region","crd":"8127189"}],"ownership":[{"label":"De La Casa LLC","detail":"Owner in the 50% to 75% ownership band and a control person, since February 2021."},{"label":"Amarilo Holdings LLC","detail":"Owner in the 50% to 75% ownership band and a control person, since February 2021."},{"label":"Paul Stockamore","detail":"Indirect owner: a owner of De La Casa LLC in the 75% or more band and a control person, since September 2018.","parent":"De La Casa LLC"},{"label":"Hinglar Investments Inc","detail":"Indirect owner: a owner of Amarilo Holdings LLC in the 50% to 75% band, since March 2019.","parent":"Amarilo Holdings LLC"},{"label":"Brown Ventures Irrevocable Trust","detail":"Indirect owner: a owner of Hinglar Investments Inc in the 75% or more band and a control person, since October 2018.","parent":"Hinglar Investments Inc"},{"label":"Jose Moreno","detail":"Indirect owner: trustee of Brown Ventures Irrevocable Trust and a control person, since October 2018.","parent":"Brown Ventures Irrevocable Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"240 NW 76th DR, Ste D","city":"Gainesville","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"573175102771","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":4},"sources":{"adv1FilingDate":"27 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/324681/PDF/324681.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Yellowstone Capital Partners US have?","answer":"Yellowstone Capital Partners US has 4 clients and manages $289 million for them, as of April 2026. They include 4 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Yellowstone Capital Partners US offer?","answer":"Yellowstone Capital Partners US provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Yellowstone Capital Partners US have?","answer":"Yellowstone Capital Partners US has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or 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":"Who owns Yellowstone Capital Partners US?","answer":"Yellowstone Capital Partners US is owned through holding companies by Paul Stockamore. Its direct owners are De La Casa LLC (50% to 75%) and Amarilo Holdings LLC (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Yellowstone Capital Partners US get paid?","answer":"Yellowstone Capital Partners US is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Yellowstone Capital Partners US?","answer":"Yellowstone Capital Partners US’s main office is at 240 NW 76th DR, Ste D, Gainesville, FL 32607. Its phone number is 573175102771. Its website is yellowstonecp.com.","source":"Form ADV Part 1A, Item 1.F, filed 27 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva 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."}