Jason
Subotky

Yacktman Asset Management Lp

CRD#2527230
Investment Advisor
in Austin, TX

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About this Advisor

Jason Subotky is a financial advisor based in Austin, Texas, working with Yacktman Asset Management Lp. Jason has previously held a position at Yacktman Asset Management Lp. Jason has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Jason is part of Yacktman Asset Management Lp, which operates out of Austin, Texas. The firm has 20 employees and manages assets totaling $16.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Yacktman Asset Management Lp includes asset-based and performance-based fees.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

6300 Bridge Point Parkway Building 1 Suite 500
Austin, TX 78730-5073

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Yacktman Asset Management Lp Brokerage Details

Total Assets Under Management

$16,182,551,870

TX Average: $3,042,739,679
Total Number of Employees

20

TX Average: 49
Total Number of Accounts

856

TX Average: 2,315
Average Account Size

$18,904,850

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Jason Subotky Work History

2012 - Present (12 years)

Yacktman Asset Management Lp

Disclosures

Please visit the SEC profile of Jason Subotky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Yacktman Asset Management Lp

Russell Wilkins
Austin, TX
Donald Yacktman
Austin, TX
Jason Subotky
Austin, TX
Stephen Yacktman
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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