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Trustee · Yellowstone Capital Partners

Jose I. Moreno

CRD 8148107 · Named on Form ADV at one SEC-registered adviser

At a glance

Yellowstone Capital Partners, an SEC-registered private fund adviser based in Gainesville, FL with $289 million in regulatory assets, lists Jose I. Moreno on its Form ADV as Trustee, a control person.

Firms and roles

AtlasMembers

Jose’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Victor R. PabaChief Compliance Officer, Vicepresident and Head of US Region, Yellowstone Capital Partners

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jose’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.