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.
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 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.
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.
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.
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.