TEXAS YALE CAPITAL Overview
Texas Yale Capital Corp. is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 10 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/05 to 12/31/22. The fund's latest filing disclosed 2BN in positions, representing 103% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/05 to 12/31/22. The fund's latest filing disclosed 2BN in positions, representing 103% of the manager's regulatory AUM.
TEXAS YALE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TEXAS YALE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JBL | 32.86% | Tech | 24.22% | 2.2% | 9 | 5% | ||
| CTAS | 2.31% | Industrials | -2.57% | -0.03% | 0 | 12% | ||
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FEATURED IN
TEXAS YALE CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Cheyne C. Pace | Chief Compliance Officer | August-2010 |
| Cheyne C. Pace | Chairman | September-2004 |
| Cheyne C. Pace | President | August-2012 |
TEXAS YALE CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
TEXAS YALE CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Yale Capital Corp. (YCC) customizes investment strategies for each client depending on their particular circumstances and requirements. YCC engages its clients in detailed discussions in order to construct and manage customized portfolios – with suitable investments and management styles.
The following considerations contribute to effective discussions, portfolio construction and management:
(i) Client’s unique circumstances: age, objectives, income and cash-flow requirements, emotional tolerance for volatility, familial and charitable giving intentions, restrictions on particular securities
(ii) Capital market conditions
(iii) Appreciation and income over time
(iv) Tax-efficiency, with engagement of client’s accounting and additional investment counsel when necessary
Yale Capital Corp. advisers continuously monitor individual client portfolios and make adjustmen...
Get the Full Report
Yale Capital Corp. (YCC) customizes investment strategies for each client depending on their particular circumstances and requirements. YCC engages its clients in detailed discussions in order to construct and manage customized portfolios – with suitable investments and management styles.
The following considerations contribute to effective discussions, portfolio construction and management:
(i) Client’s unique circumstances: age, objectives, income and cash-flow requirements, emotional tolerance for volatility, familial and charitable giving intentions, restrictions on particular securities
(ii) Capital market conditions
(iii) Appreciation and income over time
(iv) Tax-efficiency, with engagement of client’s accounting and additional investment counsel when necessary
Yale Capital Corp. advisers continuously monitor individual client portfolios and make adjustmen...
Get the Full Report
TEXAS YALE CAPITAL Portfolio Concentration
TEXAS YALE CAPITAL Location
URB. COSTA DE ORO
#81 CALLE C SUITE #202
DORADO, Puerto Rico
UNITED STATES, 00646
#81 CALLE C SUITE #202
DORADO, Puerto Rico
UNITED STATES, 00646
TEXAS YALE CAPITAL Contact Information
Phone Number: 787-278-2266
Fax Number: 787-278-3140
Website: http://www.yalecapitalcorpmlp.com
Fax Number: 787-278-3140
Website: http://www.yalecapitalcorpmlp.com
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