DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Yacktman Asset Management LP
Latest filing Mar 26, 2026
First filing on the tape May 24, 2012 · 43 filings
SEC status approved since Jun 15, 2012
RAUM
$12B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
11%
$1.3B individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$2.9B
derived; firm RAUM over IAPD count
Employees
19
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
43 filings and snapshots on the tape
RAUM$12B as of Mar 26, 2026
Mar 19, 2013$20B then
HNW client RAUM$1.3B as of Mar 26, 2026
Mar 16, 2018$1.1B then
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 19, 20134 then
Employees (5.A)19 as of Mar 26, 2026
Mar 19, 201311 then
Private funds1 as of Mar 26, 2026
Mar 19, 20131 then
RAUM -11% over the last fiscal year-8.4% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
- RAUM per advisor
- $2.9BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 157derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $18.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.8derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -11%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- -20%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$9.6B82%
- High-net-worth individuals$1.3B11%
- Pooled investment vehicles$664M5.7%
- Pension and profit-sharing plans$78.2M0.7%
- Individual clients
- 0reported
- HNW clients
- 626reported
- Pension plan clients
- 1reported
- Charitable clients
- 0reported
- Accounts
- 636reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $1.2B managedreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.11 fund_share=0.88 institutional_share=0.01 related_bd=true related_bank=true bd_reps=2.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Stephen Andrew Yacktman | Austin, Tx | Jul 4, 2012 | 20 y | 1 |
| Russell Gordon Wilkins | Austin, Tx | Jul 4, 2012 | 20 y | 1 |
| Donald Arthur Yacktman | Austin, Tx | Jul 4, 2012 | 41 y | 1 |
| Jason Scott Subotky | Austin, Tx | Jul 4, 2012 | 32 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Emerald Bay Fund, LP | Hedge Fund | $69.5M | 3 | Jul 3, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Krista Infante · Chief Compliance Officercontrolsince 06/2024 · owns less than 5%
- Thomas John Oneill · General Counselcontrolsince 10/2022 · owns less than 5%
- Mcfarland Molly Pieroni · Presidentcontrolsince 11/2022 · owns less than 5%
- Scott Jason Subotky · Limited Partnercontrolsince 06/2012 · owns less than 5%
- David Keith Thatcher · Chief Financial Officercontrolsince 10/2013 · owns less than 5%
- Gordon Russell Wilkins · Limited Partnercontrolsince 06/2012 · owns less than 5%
- Arthur Donald Yacktman · Limited Partnercontrolsince 06/2012 · owns less than 5%
- Andrew Stephen Yacktman · Limited Partnercontrolsince 06/2012 · owns less than 5%
- Scott Jason Subotky · Shareholdercontrolsince 06/2012 · owns 25% to 50% of Yamco, Inc.
- Arthur Donald Yacktman · Shareholdercontrolsince 06/2012 · owns 25% to 50% of Yamco, Inc.
- Andrew Stephen Yacktman · Shareholdercontrolsince 06/2012 · owns 25% to 50% of Yamco, Inc.
Entity owners
- Yamco, Inc. · Limited Partnerdirect · owns 10% to 25%
- Affiliated Managers Group, Inc. · Manager And Sole Memberindirect · owns 75% or more of Amg Gotham Holdings, LLC · public reporting company
- Amg Gotham Holdings, LLC · Manager And Memberindirect · owns 75% or more of Gotham Acquisition LP, LLC
- Gotham Acquisition Gp, LLC · General Partnerdirect · owns less than 5%
- Gotham Acquisition LP, LLC · Limited Partnerdirect · owns 50% to 75%
Related persons
Schedule D 7.A
- Amg Funds LLCinvestment adviserbankpooled vehicle sponsornRAUM $18B
- Emerald Bay Gp, LPpooled vehicle sponsory
Advisers that list Yacktman Asset Management LP as a related person
- 153456 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Austin, Tx · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 797 to 636May 22, 2025 to Mar 26, 2026
- HNW clients · 786 to 626May 22, 2025 to Mar 26, 2026
- Pooled vehicle clients · 6 to 5May 22, 2025 to Mar 26, 2026
- Discretionary RAUM · $13B to $12BMay 22, 2025 to Mar 26, 2026
- HNW RAUM · $1.4B to $1.3BMay 22, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $5.3M to $5.2MMay 22, 2025 to Mar 26, 2026
- Pension RAUM · $109M to $78.2MMay 22, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $1.1B to $664MMay 22, 2025 to Mar 26, 2026
- RAUM · $13B to $12BMay 22, 2025 to Mar 26, 2026
- Wrap assets (manager) · $1.3B to $1.2BMay 22, 2025 to Mar 26, 2026
- Financial planning clients · 0 to 0Mar 28, 2025 to May 22, 2025
- Accounts · 856 to 797Jun 3, 2024 to Mar 28, 2025
- BD registered reps · 1 to 2Jun 3, 2024 to Mar 28, 2025
- Charity clients · 1 to 0Jun 3, 2024 to Mar 28, 2025
- HNW clients · 843 to 786Jun 3, 2024 to Mar 28, 2025
- Pooled vehicle clients · 7 to 6Jun 3, 2024 to Mar 28, 2025
- Assets in custody · $28.2M to $0Jun 3, 2024 to Mar 28, 2025
- Employees · 20 to 19Jun 3, 2024 to Mar 28, 2025
- Discretionary RAUM · $16B to $13BJun 3, 2024 to Mar 28, 2025
- HNW RAUM · $1.5B to $1.4BJun 3, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $5.6M to $5.3MJun 3, 2024 to Mar 28, 2025
- Pension RAUM · $135M to $109MJun 3, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $2.1B to $1.1BJun 3, 2024 to Mar 28, 2025
- RAUM · $16B to $13BJun 3, 2024 to Mar 28, 2025
- Wrap assets (manager) · $1.3B to $1.3BJun 3, 2024 to Mar 28, 2025
- Accounts · 816 to 856Jan 2, 2024 to Mar 27, 2024
- Charity clients · unset to 1.0Jan 2, 2024 to Mar 27, 2024
- HNW clients · 803 to 843Jan 2, 2024 to Mar 27, 2024
- Pension plan clients · unset to 1.0Jan 2, 2024 to Mar 27, 2024
- Assets in custody · $26.4M to $28.2MJan 2, 2024 to Mar 27, 2024
- State-registered IARs · 5 to 0Jan 2, 2024 to Mar 27, 2024
- Discretionary RAUM · $15B to $16BJan 2, 2024 to Mar 27, 2024
- HNW RAUM · $1.4B to $1.5BJan 2, 2024 to Mar 27, 2024
- Non-discretionary RAUM · $6.7M to $5.6MJan 2, 2024 to Mar 27, 2024
- Pension RAUM · $119M to $135MJan 2, 2024 to Mar 27, 2024
- Pooled vehicle RAUM · $2.0B to $2.1BJan 2, 2024 to Mar 27, 2024
- RAUM · $15B to $16BJan 2, 2024 to Mar 27, 2024
- Wrap assets (manager) · $1.2B to $1.3BJan 2, 2024 to Mar 27, 2024
- Accounts · 780 to 816Dec 9, 2022 to Mar 27, 2023
- Advisory employees · 8 to 9Dec 9, 2022 to Mar 27, 2023
Signals
7 dated events
- Elizabeth Rachel Buie (Chief Compliance Officer) no longer on Schedule A of Yacktman Asset Management Lp (listed 2024-04-02, absent 2024-06-03)Jun 3, 2024 · Control person left · inference
- Krista Infante (Chief Compliance Officer) appeared on Schedule A of Yacktman Asset Management LpJun 3, 2024 · Control person joined · fact
- Ryan James Carmody (Chief Operating Officer) no longer on Schedule A of Yacktman Asset Management Lp (listed 2023-03-27, absent 2024-01-02)Jan 2, 2024 · Control person left · inference
- Mcfarland Molly Pieroni (President) appeared on Schedule A of Yacktman Asset Management LpDec 9, 2022 · Control person joined · fact
- Thomas John Oneill (General Counsel) appeared on Schedule A of Yacktman Asset Management LpNov 7, 2022 · Control person joined · fact
- Yacktman Asset Management Lp reported RAUM $18.3B, up 25% from $14.7B (2021-05-12 to 2022-03-21)Mar 21, 2022 · RAUM change · derived
- Ryan James Carmody (Chief Operating Officer/Partner) appeared on Schedule A of Yacktman Asset Management LpSep 4, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/yacktman-asset-management-lpreportedpublic record, Form ADV, Sep 17, 2026
- Website
- yacktman.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 512-767-6700reportedpublic record, Form ADV, Mar 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $2.9Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026