Yucaipa Master Manager, LLC

CRD#158216
Investment Advisor Firm

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Learn more about Yucaipa Master Manager, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Yucaipa Master Manager, LLC is an advisory firm located in West Hollywood, California. The company administers $1.3 billion in assets under management across 10 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management (AUM). The firm has a small group, including 23 financial advisors. Yucaipa Master Manager, LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments like bonds, stocks and options.

    Yucaipa Master Manager, LLC administers all of the company's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes transaction judgments without requiring client approval. The advisory firm oversees about $133.2 million for every client account. An average financial advisor at Yucaipa Master Manager, LLC manages fewer than one client account, making it one of the most individualized advisor firms in the country.

    The firm's headquarters is at 9130 West Sunset Boulevard, West Hollywood, California 90069. Yucaipa Master Manager, LLC is permitted to provide services to clients in the state of California.

    Assets Under Management

    $1.3 billion

    Number of Advisors

    23

    Disclosures

    No

    Office Location

    9130 West Sunset Boulevard
    West Hollywood, CA 90069

    Yucaipa Master Manager, LLC by the Numbers

    Total Assets Under Management

    $1.3 billion

    National Average: $8.6 billion
    Total Number of Employees

    25

    National Average: 64
    Total Number of Accounts

    10

    National Average: 375,227
    Average Account Size

    $133.2 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial advisory fees typically vary depending on which services the firm provides the client. However, fees billed by Yucaipa Master Manager, LLC likely are comprised of any blend of the following fee types: asset-based or performance-based. The company does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    Yucaipa Master Manager, LLC provides services to pooled investment vehicles. Out of its 10 clients, Yucaipa Master Manager, LLC's largest client type by number of accounts is pooled investment vehicles. None of the firm's accounts are from outside of the U.S.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Yucaipa Master Manager, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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