DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

YELLOWSTONE PARTNERS

YELLOWSTONE PARTNERS LLC, CRD 137236

IDAHO FALLS, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:faffa552-6eba-7a56-97b1-282b0cf05963

Data as of Jul 20, 2018 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 2
On other graphs: 2
Observed: Mar 15, 2012 to Jul 20, 2018
31 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Yellowstone Partners LLC

Intermediary · shared crd

Real Estate Fundsidentity

Yellowstone Partners LLC

Affiliate · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $230MItem 5.F on the latest filing (2018-07-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $230M
Private client RAUM: $230MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,001
Individual clients: 450
High net worth clients: 80
SEC number: 801-64771
CRD: 137236
Filings on the tape: 31
First filed: Mar 15, 2012
Latest filed: Jul 20, 2018
Organised: Limited Liability Company, Idaho

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Beck, Doyle	Owner	E	yes	04/2017	Apr 26, 2017	Jul 20, 2018
Beck, Doyle	CHAIRMAN, CEO, CCO	Na	yes	11/2017	Apr 26, 2017	Jul 20, 2018
DEGRANDE MANAGEMENT, LLC	Member	E	yes	04/2017	Apr 26, 2017	Jul 20, 2018

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Centennial	Co	United States	2	no
Helena	Mt	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2017	Mar 29, 2018	$230M	$230M	7	4	2	n/a	n/a
2016	Mar 28, 2017	$814M	$745M	15	8	n/a	n/a	n/a
2015	Mar 17, 2016	$784M	$738M	26	20	n/a	n/a	n/a
2014	Mar 12, 2015	$732M	$702M	23	16	n/a	n/a	n/a
2013	Feb 27, 2014	$643M	$624M	22	12	n/a	n/a	n/a
2012	Mar 28, 2013	$529M	$454M	16	12	n/a	n/a	n/a
2011	Mar 15, 2012	$561M	$545M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2017	$230M	$814M	-71.7%	$732M	-32.0%	7	15	2	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Dynamic	2	Apr 30, 2018	Mar 23, 2018	IDAHO FALLS, ID	Team lift out	RIA to RIA	50.0%
Dynamic	4	Apr 3, 2018	Mar 5, 2018	SALT LAKE CITY, UT	Team lift out	RIA to RIA	44.4%

Relationships

Controls (2)

← Beck, DoyleOwnerOWNER, ownership code E, individual
Apr 26, 2017 to presentfactForm ADV
← DEGRANDE MANAGEMENT, LLCOwnerMEMBER, ownership code E, domestic entity
Apr 26, 2017 to presentfactForm ADV

Affiliated with (1)

← AMERICAN YELLOWSTONE ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (20)

← MARK LOAL ANDERSONAdvisorregistration: previous registration
Jun 22, 2015 to Nov 13, 2018factForm ADV
← JUSTIN BROOKS HARDESTYAdvisorregistration: previous registration
Feb 16, 2012 to Apr 30, 2018factForm ADV
← MATTHEW ROBERT HANSENAdvisorregistration: previous registration
Jan 14, 2015 to Apr 30, 2018factForm ADV
← MARK ROBERT MINARIKAdvisorregistration: previous registration
May 12, 2014 to Apr 30, 2018factForm ADV
← TIMOTHY WILLIAM FLOYDAdvisorregistration: previous registration
Aug 19, 2016 to Apr 27, 2018factForm ADV
← DONALD CUTLER WISCOMBAdvisorregistration: previous registration
May 5, 2009 to Apr 3, 2018factForm ADV
← MARK STEPHEN JOHNSONAdvisorregistration: previous registration
Sep 30, 2011 to Apr 3, 2018factForm ADV
← LAURA ALICE EVANSAdvisorregistration: previous registration
Sep 26, 2014 to Apr 3, 2018factForm ADV
← BROCK BENJAMIN BOWDENAdvisorregistration: previous registration
Jul 15, 2010 to Apr 3, 2018factForm ADV
← CHARLES STEVEN SERAAdvisorregistration: previous registration
Mar 1, 2016 to Mar 5, 2018factForm ADV
← RICHARD KENT BAIRDAdvisorregistration: previous registration
Aug 4, 2010 to Oct 11, 2017factForm ADV
← ADAM JEFFREY FULLMERAdvisorregistration: previous registration
Nov 16, 2015 to May 15, 2017factForm ADV
← Kevin Michael DonovanAdvisorregistration: previous registration
Dec 18, 2009 to Apr 10, 2017factForm ADV
← JAMES PATRICK JENKINSAdvisorregistration: previous registration
May 2, 2013 to Feb 15, 2017factForm ADV
← BRADLEY JAY CHRISTENSENAdvisorregistration: previous registration
Nov 14, 2006 to Dec 7, 2016factForm ADV
← Joshua ManwaringAdvisorregistration: previous registration
Oct 6, 2015 to Mar 9, 2016factForm ADV
← GEORGE MICHAEL PERROSAdvisorregistration: previous registration
May 15, 2013 to Mar 6, 2015factForm ADV
← ROSS MORRELL BOWENAdvisorregistration: previous registration
Jan 19, 2012 to Mar 27, 2012factForm ADV
← JOHN FRANKLYN LUTZ JR.Advisorregistration: previous registration
Dec 21, 2009 to Dec 20, 2011factForm ADV
← ERIC QUINTON STATSAdvisorregistration: previous registration
Jul 10, 2009 to Mar 1, 2011factForm ADV

Moved with (1)

→ DYNAMICRegistered adviser2 advisors, team lift out, same day
Apr 30, 2018 to Mar 23, 2018factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 29, 2018
Regulatory AUM changed
Yellowstone Partners reported RAUM $230.0M, down 72% from $813.6M (2018-02-02 to 2018-03-29)
Form ADVobserved 6 days ago
$-584M

Show 1 bookkeeping events

Occurred
Mar 29, 2018
Yellowstone Partners reported 2 offices beyond its principal office, down from 7 (2018-02-02 to 2018-03-29)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:faffa552-6eba-7a56-97b1-282b0cf05963
First observed: Mar 15, 2012
Last observed: Jul 20, 2018 99 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

YELLOWSTONE PARTNERS

YELLOWSTONE PARTNERS LLC, CRD 137236

IDAHO FALLS, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:faffa552-6eba-7a56-97b1-282b0cf05963

Data as of Jul 20, 2018 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:37 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Beck, Doyle

Owner

yes

04/2017

Apr 26, 2017

Jul 20, 2018

Beck, Doyle

CHAIRMAN, CEO, CCO

yes

11/2017

Apr 26, 2017

Jul 20, 2018

DEGRANDE MANAGEMENT, LLC

Member

yes

04/2017

Apr 26, 2017

Jul 20, 2018

City

State

Country

Employees

Also broker-dealer

Centennial

United States

Helena

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 29, 2018

$230M

n/a

2016

Mar 28, 2017

$814M

$745M

n/a

2015

Mar 17, 2016

$784M

$738M

n/a

2014

Mar 12, 2015

$732M

$702M

n/a

2013

Feb 27, 2014

$643M

$624M

n/a

2012

Mar 28, 2013

$529M

$454M

n/a

2011

Mar 15, 2012

$561M

$545M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

$230M

$814M

-71.7%

$732M

-32.0%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Dynamic

Apr 30, 2018

Mar 23, 2018

IDAHO FALLS, ID

Team lift out

RIA to RIA

50.0%

Dynamic

Apr 3, 2018

Mar 5, 2018

SALT LAKE CITY, UT

Team lift out

RIA to RIA

44.4%