Yukon Partners Management, L.L.C

CRD#159991
Investment Advisor Firm

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Overview

Yukon Partners Management, L.L.C is a financial advisor company based in Minneapolis, Minnesota. The firm controls $1.0 billion in assets under management across nine accounts, making it one of the larger investment advisory firms in the country by assets under management (AUM). The firm has a small team of 19 employees, thirteen of whom are financial advisors. Yukon Partners Management, L.L.C is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like options, equities and bonds.

Yukon Partners Management, L.L.C oversees all of the firm's accounts in a discretionary manner. Discretionary management means that an investment advisor makes buy and sell decisions without requiring the client's authorization. The company supervises an average of $115.6 million in assets for every customer account. The typical advisor at Yukon Partners Management, L.L.C oversees fewer than one client account, placing it among the most individualized financial advisor firms in the country.

The company's main office is at 8500 Normandale Lake Boulevard, Minneapolis, Minnesota 55437. The company is legally allowed to provide services to investors in the state of Minnesota.

Number of Advisors

13

Disclosures

No

Office Location

8500 Normandale Lake Boulevard
Minneapolis, MN 55437

Yukon Partners Management, L.L.C by the Numbers

Total Number of Employees

19

National Average: 4,943
Total Number of Accounts

9

National Average: 2,522
Average Account Size

$115.6 million

National Average: $1.3 million

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Fee Structure

Fees charged by financial advisors are based on which services are provided. Fees charged by Yukon Partners Management, L.L.C can consist of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.

Available

  • Offered by 75% 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 17% 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 37% 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 3% 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 1% 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 40% 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 12% 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.

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Types of Clients

The firm caters to pooled investment vehicles. Out of its nine accounts, Yukon Partners Management, L.L.C's largest client type by number of accounts is pooled investment vehicles. None of the firm's customers reside abroad.

  • 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

Yukon Partners Management, L.L.C does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA