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CRD#: 165587
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

YOSEMITE EXECUTION PARTNERS INC. is located at 409 Read Dr., Lafayette, CA 94549 and was first established at San Francisco, Delaware in 05/08/2012. After operating for 13 years, YOSEMITE EXECUTION PARTNERS INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of YOSEMITE EXECUTION PARTNERS INC.’s clients are individuals and 0% of their clients are high net worth individuals. YOSEMITE EXECUTION PARTNERS INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at YOSEMITE EXECUTION PARTNERS INC. are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access YOSEMITE EXECUTION PARTNERS INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at YOSEMITE EXECUTION PARTNERS INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for YOSEMITE EXECUTION PARTNERS INC. Comes From

Understanding the Statistics for YOSEMITE EXECUTION PARTNERS INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
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HNWI
No Information
Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Main Address
409 Read Dr., Lafayette, CA 94549
Mailing Address
409 Read Dr., Lafayette, CA 94549
Firm Size
Small
Phone Number
(415) 264-1003
Established
Delaware since 05/08/2012
Firm Type
Corporation
Fiscal year end
March
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
SEEDCHANGE INC.100% OWNER
BELHUMEUR, WILLIAM DANIELPRESIDENT & CEO / CCO4544803
POSTREL, HELENE BERSONFINOP2240945
SMITH, KEVIN DUANECHIEF OPERATING OFFICER

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Advisor's working at YOSEMITE EXECUTION PARTNERS INC.

KS

Kevin Duane Smith

RR
CRD#: 6130347
Location:
Lafayette, CA 94549
Company:
YOSEMITE EXECUTION PARTNERS INC.
Disclosures:
Experience:
13 years
View Profile
HP

Helene Berson Postrel

Helene Tracy Berson, Helene Berson
RR
CRD#: 2240945
Location:
San Francisco, CA 94108
Company:
AQUILO PARTNERS, L.P.
Disclosures:
Experience:
25 years
View Profile
JC

Jennifer Molly Coffey

Jennifer Molly Yourdon
RR
CRD#: 2857402
Location:
Lafayette, CA 94549
Company:
YOSEMITE EXECUTION PARTNERS INC.
Disclosures:
Experience:
19 years
View Profile
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