Ycg

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

3207 Ranch Road 620 S Ste 200, Austin, T...

Phone Number

(512) 505-2347

Revenue

$6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Ycg

YCG Investments is a high-touch investment boutique asset management firm based in Austin, Texas, specializing in personalized financial services for high net worth individuals, investment advisers, and institutions. The firm focuses on building portfolios that invest in Global Champions with strong pricing power and growth opportunities. YCG offers services through separate account management and a mutual fund, aiming to achieve market-beating performance for its clients. Committed to exemplary service, YCG helps clients and shareholders reach their financial goals.Explore more
Ycg's Social MediaPopular SearchesYcg LLCYCG InvestmentsYacktman Capital Group LLCYcgYcg Group LLCSIC Code 62,628NAICS Code 52,523Show more

Ycg Org Chart

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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ycg

$6M
11-50
Private
-
2007
LL
Lelia LongChief Compliance Officer
<$5M
1-10
Private
-
1988
TB
Thomas BaldwinVice President, Client Services
<$5M
11-50
Private
$22.1M
2005
DM
Duane ManningVice President
<$5M
1-10
Private
-
2011
DG
Donald GilbertFinancial Advisor
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Ycg is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Ycg is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ycg.

Ycg Tech Stack

Ycg News & Media

  • YCG, LLC Crosses the Threshold of $1 Billion Assets Under Management

    AUSTIN, Texas--(BUSINESS WIRE)--Today YCG, LLC (“YCG”) is pleased to announce that the firm has surpassed $1 billion in assets under management. Since the firm’s inception in 2007, YCG has built a successful separately managed accounts business and launched a Mutual Fund. The YCG Enhanced Fund (YCGEX), which beats 97 percent of its peers over the last 3-year in the Morningstar US Fund Large Blend category of 1,237 Funds based on total returns as of October
Read more news

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Frequently Asked Questions Regarding Ycg

What is Ycg's official website?
Ycg's official website is www.ycginvestments.com
What is Ycg's Revenue?
Ycg's revenue is $6 Million
What is Ycg's SIC code?
Ycg's SIC: 62,628
What is Ycg's NAICS code?
Ycg's NAICS: 52,523
How many employees does Ycg have?
Ycg has 11-50 employees
What industry does Ycg belong to?
Ycg is in the industry of: Finance, Securities Trading
What is Ycg competition?
Ycg top competitors include: Pillar Wealth Management, Sandlapper Securities, Fischer Financial Services, Gilbert Investment Management
What technology does Ycg use?
Some of the popular technologies that Ycg uses are: WordPress.org, Cloudflare Website Optimization, Cloudflare CDN, Google Font API
How do I contact Ycg?
Ycg contact info: Phone number: (512) 505-2347 Website: www.ycginvestments.com
What does Ycg do?

YCG Investments is a high-touch investment boutique asset management firm based in Austin, Texas, specializing in personalized financial services for high net worth individuals, investment advisers, and institutions. The firm focuses on building portfolios that invest in Global Champions with strong pricing power and growth opportunities. YCG offer... s services through separate account management and a mutual fund, aiming to achieve market-beating performance for its clients. Committed to exemplary service, YCG helps clients and shareholders reach their financial goals.Read More

What are Ycg social media links?
Ycg Linkedin page Ycg Twitter page Ycg Facebook page
Is Ycg a public company?
Ycg is private company therefore does not currently have an official ticker symbol
See more information about Ycg

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