YELLOWSTONE PARTNERS LLC
Legal name: YELLOWSTONE PARTNERS
CRD #137236 SEC #801-64771 IDAHO FALLS, ID 208-612-1000
SEC Registered
Total AUM
$230M
Discretionary
$230M
Employees
7
Clients
11
Accounts
1,001
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2018 | $230M | $230M | $0 | 7 | 0 |
| Mar 2018 | $230M | $230M | $0 | 7 | 0 |
| Feb 2018 | $813.6M | $744.9M | $68.7M | 14 | 0 |
| Dec 2017 | $813.6M | $744.9M | $68.7M | 15 | 0 |
| Oct 2017 | $813.6M | $744.9M | $68.7M | 15 | 0 |
| Aug 2017 | $813.6M | $744.9M | $68.7M | 15 | 1,000 |
| Jun 2017 | $813.6M | $744.9M | $68.7M | 15 | 1,000 |
| May 2017 | $813.6M | $744.9M | $68.7M | 15 | 1,000 |
| Apr 2017 | $813.6M | $744.9M | $68.7M | 15 | 1,000 |
| Mar 2017 | $813.6M | $744.9M | $68.7M | 15 | 1,000 |
| Mar 2017 | $862M | $806.1M | $55.9M | 26 | 1,000 |
| Mar 2017 | $862M | $806.1M | $55.9M | 26 | 1,000 |
| Feb 2017 | $862M | $806.1M | $55.9M | 26 | 1,000 |
| Nov 2016 | $862M | $806.1M | $55.9M | 26 | 1,000 |
| Oct 2016 | $862M | $806.1M | $55.9M | 26 | 1,000 |
| Aug 2016 | $862M | $806.1M | $55.9M | 26 | 1,000 |
| Jul 2016 | $862M | $806.1M | $55.9M | 26 | 1,000 |
| May 2016 | $784M | $738M | $46M | 26 | 1,000 |
| Mar 2016 | $784M | $738M | $46M | 26 | 1,000 |
| Oct 2015 | $732.3M | $701.9M | $30.4M | 30 | 1,000 |
| Mar 2015 | $732.3M | $701.9M | $30.4M | 23 | 1,000 |
| May 2014 | $643M | $623.5M | $19.5M | 22 | 1,000 |
| Mar 2014 | $643M | $623.5M | $19.5M | 22 | 1,000 |
| Feb 2014 | $643M | $623.5M | $19.5M | 22 | 1,000 |
| May 2013 | $529.4M | $454.2M | $75.1M | 20 | 1,000 |
| Mar 2013 | $529.4M | $454.2M | $75.1M | 16 | 1,000 |
| Jun 2012 | $461M | $443M | $18M | 11 | 1,000 |
| Mar 2012 | $561M | $545M | $16M | 11 | 1,000 |
| Mar 2012 | $561M | $545M | $16M | 11 | 1,000 |
| Mar 2011 | $387.9M | $362.2M | $25.7M | -- | -- |
| Aug 2010 | $306.1M | $257.4M | $48.7M | -- | -- |
| Oct 2009 | $217.4M | $179.8M | $37.6M | 10 | -- |
| Nov 2007 | $114.5M | $90.6M | $23.8M | 5 | -- |
| Feb 2007 | $114.5M | $90.6M | $23.8M | 5 | -- |
| Jan 2006 | $108.4M | $86.7M | $21.7M | 5 | -- |
DateJul 2018
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees7
Clients0
DateFeb 2018
Total AUM$813.6M
Discretionary$744.9M
Non-Disc.$68.7M
Employees14
Clients0
DateDec 2017
Total AUM$813.6M
Discretionary$744.9M
Non-Disc.$68.7M
Employees15
Clients0
DateOct 2017
Total AUM$813.6M
Discretionary$744.9M
Non-Disc.$68.7M
Employees15
Clients0
DateAug 2017
Total AUM$813.6M
Discretionary$744.9M
Non-Disc.$68.7M
Employees15
Clients1,000
DateJun 2017
Total AUM$813.6M
Discretionary$744.9M
Non-Disc.$68.7M
Employees15
Clients1,000
DateMay 2017
Total AUM$813.6M
Discretionary$744.9M
Non-Disc.$68.7M
Employees15
Clients1,000
DateApr 2017
Total AUM$813.6M
Discretionary$744.9M
Non-Disc.$68.7M
Employees15
Clients1,000
DateMar 2017
Total AUM$813.6M
Discretionary$744.9M
Non-Disc.$68.7M
Employees15
Clients1,000
DateMar 2017
Total AUM$862M
Discretionary$806.1M
Non-Disc.$55.9M
Employees26
Clients1,000
DateMar 2017
Total AUM$862M
Discretionary$806.1M
Non-Disc.$55.9M
Employees26
Clients1,000
DateFeb 2017
Total AUM$862M
Discretionary$806.1M
Non-Disc.$55.9M
Employees26
Clients1,000
DateNov 2016
Total AUM$862M
Discretionary$806.1M
Non-Disc.$55.9M
Employees26
Clients1,000
DateOct 2016
Total AUM$862M
Discretionary$806.1M
Non-Disc.$55.9M
Employees26
Clients1,000
DateAug 2016
Total AUM$862M
Discretionary$806.1M
Non-Disc.$55.9M
Employees26
Clients1,000
DateJul 2016
Total AUM$862M
Discretionary$806.1M
Non-Disc.$55.9M
Employees26
Clients1,000
DateMay 2016
Total AUM$784M
Discretionary$738M
Non-Disc.$46M
Employees26
Clients1,000
DateMar 2016
Total AUM$784M
Discretionary$738M
Non-Disc.$46M
Employees26
Clients1,000
DateOct 2015
Total AUM$732.3M
Discretionary$701.9M
Non-Disc.$30.4M
Employees30
Clients1,000
DateMar 2015
Total AUM$732.3M
Discretionary$701.9M
Non-Disc.$30.4M
Employees23
Clients1,000
DateMay 2014
Total AUM$643M
Discretionary$623.5M
Non-Disc.$19.5M
Employees22
Clients1,000
DateMar 2014
Total AUM$643M
Discretionary$623.5M
Non-Disc.$19.5M
Employees22
Clients1,000
DateFeb 2014
Total AUM$643M
Discretionary$623.5M
Non-Disc.$19.5M
Employees22
Clients1,000
DateMay 2013
Total AUM$529.4M
Discretionary$454.2M
Non-Disc.$75.1M
Employees20
Clients1,000
DateMar 2013
Total AUM$529.4M
Discretionary$454.2M
Non-Disc.$75.1M
Employees16
Clients1,000
DateJun 2012
Total AUM$461M
Discretionary$443M
Non-Disc.$18M
Employees11
Clients1,000
DateMar 2012
Total AUM$561M
Discretionary$545M
Non-Disc.$16M
Employees11
Clients1,000
DateMar 2012
Total AUM$561M
Discretionary$545M
Non-Disc.$16M
Employees11
Clients1,000
DateMar 2011
Total AUM$387.9M
Discretionary$362.2M
Non-Disc.$25.7M
Employees--
Clients--
DateAug 2010
Total AUM$306.1M
Discretionary$257.4M
Non-Disc.$48.7M
Employees--
Clients--
DateOct 2009
Total AUM$217.4M
Discretionary$179.8M
Non-Disc.$37.6M
Employees10
Clients--
DateNov 2007
Total AUM$114.5M
Discretionary$90.6M
Non-Disc.$23.8M
Employees5
Clients--
DateFeb 2007
Total AUM$114.5M
Discretionary$90.6M
Non-Disc.$23.8M
Employees5
Clients--
DateJan 2006
Total AUM$108.4M
Discretionary$86.7M
Non-Disc.$21.7M
Employees5
Clients--