Yucaipa Master Manager, LLC (Los Angeles)

Name: Yucaipa Master Manager, LLC
Address: 9130 West Sunset Boulevard, Los Angeles, CA, 90069
Telephone: 310 789-7200

Yucaipa Master Manager, LLC is a large advisory firm based in Los Angeles. It manages $2.92 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

Yucaipa Master Manager provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Yucaipa Master Manager: assets under management

The assets under management (AUM) of Yucaipa Master Manager, LLC is $2.92 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.92 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $291.58 million each.

Yucaipa Master Manager has custody of $2.88 billion in cash and securities for 10 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Yucaipa Master Manager, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Yucaipa Master Manager serves?

The only and largest group of clients of Yucaipa Master Manager is pooled investment vehicles with 10 clients and $2.92 billion of assets under management. Among the 10 most similar advisory firms, Yucaipa Master Manager has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.92 billion for 10 clients. None of the firm’s clients are foreign persons or businesses.

Yucaipa Master Manager also advises several private funds. Namely, ten private equity funds. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.

Careers at Yucaipa Master Manager, LLC

The company employs 42 people that are either part- or full-time employees. 90 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert P Bermingham	Vice president and secretary of california management associates, llc	1 Jun 2001	Other	4526868
Ronald Wayne Burkle	Managing member of yucaipa corporate initiative fund i, llc	1 Jul 2001	75% - 100%	4382812
Robert P Bermingham	Vice president and secretary of yucaipa corporate initiatives fund i, llc	1 Jul 2001	Other	4526868
Robert P Bermingham	Vice president and secretary of yucaipa alliance management, llc	1 Feb 2002	Other	4526868
Llc Yucaipa American Funds	Managing member of yucaipa american alliance fund i, llc	1 Jun 2002	75% - 100%	30-0013485
Robert P Bermingham	Vice president and secretary of yucaipa american alliance fund i, llc	1 Jun 2002	Other	4526868
Llc Yucaipa American Funds	Managing member of yucaipa american special situations fund i, llc	1 Nov 2002	75% - 100%	30-0013485
Robert P Bermingham	Vice president and secretary of yucaipa american special situations fund i, llc	1 Nov 2002	Other	4526868
Llc Ryci Ii	Managing member of yucaipa corporate initiatives fund ii, llc	1 Aug 2007	75% - 100%	26-0711616
Johnson Capital Management	Member of yucaipa corporate initiative fund ii, llc	1 Aug 2007	50% - 75%	74-3238944
Robert P Bermingham	Vice president, secretary and general counsel of yucaipa corporate initiatives fund ii, llc	1 Aug 2007	Other	4526868
Llc Johnson Capital Managment	Member of california management associates ii, llc	1 Aug 2007	25% - 50%	74-3238944
Llc Yucaipa American Funds	Sole member of yucaipa american alliance fund ii, llc	1 Sep 2007	75% - 100%	30-0013485
Robert P Bermingham	Vice president and secretary of yucaipa alliance management, llc	1 Sep 2007	Other	4526868
Ronald Wayne Burkle	Chief executive officer, managing partners, member of yucaipa master manager, llc	1 May 2011	75% - 100%	4382812
Ira Louis Tochner	Senior partner of yucaipa master manager, llc	1 May 2011	Other	6027820
Scott Lougee Stedman	Senior partner of yucaipa master manager, llc	1 May 2011	Other	2233963
Robert P Bermingham	General counsel of yucaipa master manager, llc	1 May 2011	Other	4526868
Craig David Beatty	Chief financial officer of yucaipa master manager, llc	1 May 2011	Other	6027832
Llc Yucaipa Master Manager	Sole member of yucaipa alliance management, llc	1 Jan 2012	75% - 100%	158216
Henry Edward Orren	Associate general counsel and chief compliance officer of yucaipa master manager, llc	1 Sep 2013	Other	6206841
Hovig Arabian	Chief financial officer of yucaipa master manager, llc	1 Jan 2016	Other	6627755
Robert P Bermingham	Chief compliance officer of yucaipa master manager, llc	1 Sep 2018	Other	4526868

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Earvin Johnson	Trustee of june bug lifetime trust	1 Mar 1992	75% - 100%	6027948
Llc Yucaipa American Affiliate	Member of yucaipa american management, llc	1 Aug 2004	50% - 75%	02-0728214
Ronald Wayne Burkle	Managing member of yucaipa american management, llc	1 Aug 2004	25% - 50%	4382812
Llc Yucaipa American Management	Member of yucaipa american funds, llc	1 Dec 2005	75% - 100%	30-0013506
Junebug Lifetime Trust	Member of johnson capital management llc	1 Jul 2007	75% - 100%	xxx-xx-xxxx
Ronald Wayne Burkle	Managing member of ryci ii, llc	1 Aug 2007	25% - 50%	4382812
Llc Yucaipa Corporate Affiliate Ii	Member of ryci ii, llc	1 Aug 2007	50% - 75%	26-2702094
Ronald Wayne Burkle	Managing member of yucaipa corporate affiliate ii, llc	1 May 2008	75% - 100%	4382812

Based in Los Angeles

The principal office where Yucaipa Master Manager, LLC performs its advisory services is located at 9130 West Sunset Boulevard, Los Angeles, CA 90069, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310 789-7200 or by fax 310 789-7201. The normal business hours are 8:30 a.m - 5:30 p.m on Monday - Friday. You can find more information about the New York firm at yucaipaco.com.