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YUKON PARTNERS MANAGEMENT, L.L.C.

MINNEAPOLIS, MN · CRD 159991 · IAPD ↗ · 612-435-7800

$1.75BRegulatory AUM
16Advisory reps
19Employees
0Clients
n/aPlanning clients
17Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2024 — YUKON PARTNERS MANAGEMENT, L.L.C. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
52
April 2024 — YUKON PARTNERS MANAGEMENT, L.L.C. reported RAUM up 37% ($1.35B -> $1.84B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2024 — YUKON PARTNERS MANAGEMENT, L.L.C. grew from 12 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.