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Yousif Capital Management
Yousif Capital Management was founded in 2001 by Fred Yousif, who serves as the firm's president.
Yousif Capital Management
Yousif Capital Management was founded in 2001 by Fred Yousif, who serves as the firm's president. The firm is registered as an investment adviser with the SEC and focuses on wealth management for individuals, families, and institutional clients. Unlike a single-family office, it operates as a multi-client RIA with a traditional advisory model. The firm's investment approach centers on asset allocation and individual security selection, primarily using a mix of equities, fixed income, and alternative investments. Yousif Capital Management does not disclose specific portfolio holdings or concentrated positions; its strategy is oriented toward diversification and risk management. The firm's client base is concentrated in the Midwest United States. Yousif Capital Management has not publicly disclosed its assets under management, number of employees, or additional office locations. No operational events from the last 24 months have been reported in public sources. The firm maintains a low public profile outside of its SEC filings. Structurally, Yousif Capital Management is a standard SEC-registered investment adviser rather than a family office. Its primary differentiator is its longevity in the Michigan market and the personal oversight of its founder. The firm has not disclosed any succession plan or related philanthropic vehicles.
General information
Firm type
RIA
Year founded
2001
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Bloomfield Hills
Corporate office
Bloomfield Hills, MI, United States
Principals
Fred Yousif
President
Frequently asked questions
Who runs Yousif Capital Management?
Fred Yousif founded the firm in 2001 and serves as its president. He oversees the investment and advisory operations from the Bloomfield Hills headquarters.
Is Yousif Capital Management a family office?
No. Yousif Capital Management is registered as an SEC investment adviser and serves multiple clients, including high-net-worth individuals and institutions. It does not operate as a single-family office.
What services does Yousif Capital Management offer?
The firm provides portfolio management, financial planning, and investment advisory services. Its approach includes asset allocation across equities, fixed income, and alternatives.
Where is Yousif Capital Management based?
The firm is headquartered in Bloomfield Hills, Michigan, serving clients primarily in the Midwest region.
How large is Yousif Capital Management?
The firm does not publicly disclose its assets under management or employee count. Its scale cannot be independently verified from public sources.
Does Yousif Capital Management invest in private markets?
The firm may include alternative investments in client portfolios, but it does not publicly disclose specific private market positions or direct investment activity.
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