YCG, LLC
CRD #145769 SEC #801-68621 AUSTIN, TX 512-505-2347
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
8
Clients
--
Accounts
250
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.5B | $1.5B | $26.5M | 8 | 0 |
| Mar 2024 | $1.4B | $1.4B | $45.4M | 7 | 0 |
| May 2023 | $1.1B | $1.1B | $12.6M | 8 | 0 |
| Apr 2023 | $1.1B | $1.1B | $12.6M | 8 | 0 |
| Mar 2023 | $1.1B | $1.1B | $12.6M | 8 | 0 |
| Mar 2022 | $1.4B | $1.4B | $6.1M | 8 | 0 |
| Mar 2022 | $1.4B | $1.4B | $6.1M | 8 | 0 |
| Mar 2022 | $1.4B | $1.4B | $6.1M | 8 | 0 |
| Mar 2021 | $1.1B | $1B | $32.5M | 8 | 0 |
| Jun 2020 | $921.7M | $921.5M | $190.8K | 6 | 0 |
| Jun 2020 | $921.7M | $921.5M | $190.8K | 6 | 0 |
| Mar 2020 | $921.7M | $921.5M | $190.8K | 6 | 0 |
| Feb 2019 | $599.8M | $599.7M | $61.1K | 5 | 0 |
| Feb 2018 | $505.8M | $505.8M | $0 | 5 | 0 |
| Mar 2017 | $415.9M | $415.9M | $0 | 4 | 100 |
| Feb 2017 | $415.9M | $415.9M | $0 | 4 | 100 |
| Mar 2016 | $375.1M | $375.1M | $0 | 4 | 100 |
| Mar 2016 | $375.1M | $375.1M | $0 | 4 | 100 |
| Mar 2016 | $365.5M | $365.5M | $0 | 4 | 26 |
| Nov 2015 | $365.5M | $365.5M | $0 | 5 | 26 |
| May 2015 | $365.5M | $365.5M | $0 | 5 | 26 |
| Apr 2015 | $365.5M | $365.5M | $0 | 5 | 26 |
| Apr 2014 | $279M | $279M | $0 | 5 | 26 |
| Apr 2013 | $217.5M | $217.5M | $0 | 5 | 26 |
| Feb 2013 | $217.5M | $217.5M | $0 | 5 | 26 |
| Jul 2012 | $135.5M | $135.5M | $0 | 1 | 26 |
| Jun 2012 | $115.3M | $55.3M | $60M | 1 | 26 |
| Feb 2012 | $115.3M | $55.3M | $60M | 1 | 26 |
| Feb 2012 | $115.3M | $55.3M | $60M | 1 | 26 |
| Apr 2011 | $45.1M | $44.7M | $370K | 5 | -- |
| Apr 2009 | $26.8M | $26.8M | $0 | 5 | -- |
| Nov 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$26.5M
Employees8
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$45.4M
Employees7
Clients0
DateMay 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.6M
Employees8
Clients0
DateApr 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.6M
Employees8
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.6M
Employees8
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$6.1M
Employees8
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$6.1M
Employees8
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$6.1M
Employees8
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1B
Non-Disc.$32.5M
Employees8
Clients0
DateJun 2020
Total AUM$921.7M
Discretionary$921.5M
Non-Disc.$190.8K
Employees6
Clients0
DateJun 2020
Total AUM$921.7M
Discretionary$921.5M
Non-Disc.$190.8K
Employees6
Clients0
DateMar 2020
Total AUM$921.7M
Discretionary$921.5M
Non-Disc.$190.8K
Employees6
Clients0
DateFeb 2019
Total AUM$599.8M
Discretionary$599.7M
Non-Disc.$61.1K
Employees5
Clients0
DateFeb 2018
Total AUM$505.8M
Discretionary$505.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$415.9M
Discretionary$415.9M
Non-Disc.$0
Employees4
Clients100
DateFeb 2017
Total AUM$415.9M
Discretionary$415.9M
Non-Disc.$0
Employees4
Clients100
DateMar 2016
Total AUM$375.1M
Discretionary$375.1M
Non-Disc.$0
Employees4
Clients100
DateMar 2016
Total AUM$375.1M
Discretionary$375.1M
Non-Disc.$0
Employees4
Clients100
DateMar 2016
Total AUM$365.5M
Discretionary$365.5M
Non-Disc.$0
Employees4
Clients26
DateNov 2015
Total AUM$365.5M
Discretionary$365.5M
Non-Disc.$0
Employees5
Clients26
DateMay 2015
Total AUM$365.5M
Discretionary$365.5M
Non-Disc.$0
Employees5
Clients26
DateApr 2015
Total AUM$365.5M
Discretionary$365.5M
Non-Disc.$0
Employees5
Clients26
DateApr 2014
Total AUM$279M
Discretionary$279M
Non-Disc.$0
Employees5
Clients26
DateApr 2013
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees5
Clients26
DateFeb 2013
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees5
Clients26
DateJul 2012
Total AUM$135.5M
Discretionary$135.5M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$115.3M
Discretionary$55.3M
Non-Disc.$60M
Employees1
Clients26
DateFeb 2012
Total AUM$115.3M
Discretionary$55.3M
Non-Disc.$60M
Employees1
Clients26
DateFeb 2012
Total AUM$115.3M
Discretionary$55.3M
Non-Disc.$60M
Employees1
Clients26
DateApr 2011
Total AUM$45.1M
Discretionary$44.7M
Non-Disc.$370K
Employees5
Clients--
DateApr 2009
Total AUM$26.8M
Discretionary$26.8M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--