YCG LLC

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Assets, Funds, Holdings

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CAFR Data
YCG LLC
CRD #145769
SEC #801-68621
CIK #1584801
AUM $921.7 MM (100% Disc, 100% US, 2020-03-31)
Employees6 (67% Investors, 0% Brokers)
Phone512-505-2347
Address3207 Ranch Road 620 South
Austin, TX 78738
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($MM)
92574055537018502005201020152021
Sector Issuer Cap ($MM) Value ($MM)
CL 59,470.0 33.8
MA 304,460.0 33.8
GOOG 967,290.0 32.0
CBRE 14,730.0 31.4
SCHW 44,420.0 31.4
MCO 48,690.0 29.9
AON 45,080.0 29.3
NKE 150,250.0 28.7
WFC 107,670.0 23.4
MSCI 27,270.0 21.4
View All
Holdings by Sector ($)
0.50.40.30.20.10.02014201620182020
Comparable Firms State AUM ($BB)
Templeton/Franklin Investment Services Inc
CA 0.9
Schnieders Capital Management LLC
CA 0.9
Barnes Pettey Financial Advisors LLC
MS 0.9
SVA Planners Inc
WI 0.9
Argos Capital Partners LLC
MO 0.9
Opus Capital Management LLC
OH 0.9
Brown Advisory Securities LLC
MD 0.9
Tradewinds Capital Management LLC
WA 0.9
Grassi Investment Management LLC
CA 0.9
Kobren Insight Management Inc
MA 0.9
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