# YCG, LLC

YCG, LLC is a RIA based in Austin, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** ycgllc.com
- **LinkedIn:** https://www.linkedin.com/company/ycg-llc

## Regulatory record

- **CRD number:** 145769
- **SEC file number:** 801-68621
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145769

## About

YCG, LLC is an SEC-registered investment adviser in Austin, TX, registered since 2007. The firm manages $1.5 billion in regulatory assets, $1.5 billion on a discretionary basis. It has 9 employees and 4 investment advisers.

## Sectors

- Value Investing
- Equities
- Private Credit

## People

- W. Brett Milam — Co-Founder & Chief Investment Officer
- James B. Dyk III — Co-Founder & Chief Compliance Officer

## Questions

### Who makes investment decisions at YCG, LLC?

W. Brett Milam, co-founder and CIO, serves as the primary portfolio manager for all equity and credit strategies. He makes final investment decisions based on the firm's fundamental research process. James B. Dyk III oversees compliance and operations.

### How does YCG source proprietary deal flow?

YCG primarily uses bottom-up fundamental research, screening for companies with durable competitive advantages, strong balance sheets, and management teams with aligned incentives. The firm does not rely on proprietary sourcing networks; its equity holdings are disclosed via 13F filings (per SEC filings).

### Does YCG participate in fund commitments or only direct deals?

YCG primarily manages direct public-equity portfolios and a private credit sleeve. The firm does not publicly report fund-of-funds commitments. Its pooled vehicles are available to accredited investors via separate accounts.

### What investment stages does YCG target?

YCG targets large-cap and mid-cap public equities, seeking established companies with proven business models and predictable free cash flow. In its private credit strategy, it focuses on senior secured direct lending to middle-market companies.

### Which sectors does YCG explicitly avoid?

YCG avoids highly speculative sectors such as early-stage biotech, pre-revenue technology, and commodity-sensitive businesses without pricing power. The firm also avoids companies with excessive leverage or opaque governance structures.

## Related profiles

- [Vanderheiden Financial](https://altss.com/profile/vanderheiden-financial)
- [Essex Ridge Capital Group](https://altss.com/profile/essex-ridge-capital-group-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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