Asset manager · Austin, TX
Yacktman Asset Management LP
SEC-registered investment adviser · CRD 164420 · SEC 801-76744
At a glance
Yacktman Asset Management LP is an SEC-registered investment adviser based in Austin, Texas, with $11.7 billion in regulatory assets under management as of its Form ADV filed March 26, 2026. Its largest client group by assets is investment companies, and it reports 626 individual clients. By Form ADV it is a asset manager, ranked 478th of 3,218 asset managers and 1,229th of 17,210 SEC-registered advisers by assets.
Main office 512-767-6700yacktman.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $12B
- Rank among asset managers
- #478 of 3,218
- Rank among all SEC RIAs
- #1,229 of 17,210
- Rank in Texas
- #50 of 1,081
- Individual clients
- 626
- High-net-worth clients
- 626
- Accounts
- 636
- Discretionary
- 100% of AUM
- Employees
- 19
- Advisory staff
- 9
- Offices
- 1
Owners and executives on its Form ADV
- Donald A. YacktmanLimited Partner
- Stephen A. YacktmanLimited Partner
- Jason S. SubotkyLimited Partner
- Russell G. WilkinsLimited Partner
- John T. OneillGeneral Counsel
- Molly M. PieroniPresident
- Krista InfanteChief Compliance Officer
- Christopher S. MunsonChief Financial Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Yacktman Asset Management LP is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: AMG Distributors, Inc..
- AMG Distributors, Inc. ↗CRD 27314
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
Its Form ADV brochure (filed March 2026) names AMG Distributors as the broker-dealer its advisers are registered with.
Certain Yacktman personnel are also registered representatives of AMG Distributors, Inc., a limited purpose broker-dealer that is a wholly-owned subsidiary of AMG Funds LLC and that is the underwriter of the AMG Funds family of mutual funds
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 4 | $9.6B | 82% |
| High-net-worth individuals | 626 | $1.3B | 11% |
| Pooled investment vehicles | 5 | $664M | 6% |
| Pension and profit sharing plans | 1 | $78M | <1% |
Private funds
Yacktman Asset Management LP reports 1 private funds with $100M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Yacktman Asset Management LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗yacktman.com ↗
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The full record on Yacktman Asset Management LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 516 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Yacktman Asset Management LP manage?
Yacktman Asset Management LP reports $11.7 billion in regulatory assets under management across 636 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 26, 2026.
What kind of firm is Yacktman Asset Management LP?
Yacktman Asset Management LP is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are Yacktman Asset Management LP’s clients?
By assets, its largest client types are investment companies ($9.6 billion, 4 clients); high-net-worth individuals ($1.3 billion, 626 clients); pooled investment vehicles ($664 million, 5 clients).
Does Yacktman Asset Management LP manage private funds?
Yes. It reports 1 private funds with $100 million in gross assets, including hedge funds.
Does Yacktman Asset Management LP have any disciplinary history?
Yacktman Asset Management LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Yacktman Asset Management LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →