Firm profile

Yacktman Asset Management LP

AUSTIN, TXCRD 164420Registration Status: ApprovedEffective since June 15, 2012SEC # 801-76744Latest ADV March 26, 2026

Yacktman Asset Management LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 26, 2026, reports $11.7B in regulatory assets under management, 19 employees, 1 office, and 636 accounts.

Assets Under Management
$11.7B
Employees
19
Offices
1 office
Total Clients
636

Associated firm names

1 name listed
  • YACKTMAN ASSET MANAGEMENT LP

Leadership

2 roles identified
CCOKrista Infante
CFOChristopher S. Munson

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Performance-based fees

Offices & Contact

Primary office

AUSTIN, Texas, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Texas

AUSTINPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$11.7Bas of March 26, 2026
Discretionary100.0%
$11.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$5M
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentHNWI represent 98.4% of total clients.
Top client categories% of clientsClients
1
HNWI
98.4%
626
2
Pooled Investment Vehicles
0.8%
5
3
Investment Cos.
0.6%
4
4
Pension Plans
0.2%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$11.7B
Total Accounts636
10Y AUM Change$-4.1B (-26.1%)

Private Funds

Private funds reported by Yacktman Asset Management LP

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees19
Clients per Employee33:1
10Y Employee Change+3 (+18.8%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
GOTHAM ACQUISITION LP, LLCDirect owner · Schedule AInterest in YACKTMAN ASSET MANAGEMENT LP
75%+
YAMCO, INC.Direct owner · Schedule AInterest in YACKTMAN ASSET MANAGEMENT LP
10% to < 25%
GOTHAM ACQUISITION GP, LLCDirect owner · Schedule AInterest in YACKTMAN ASSET MANAGEMENT LP
< 5%
DONALD ARTHUR YACKTMANDirect owner · Schedule AInterest in YACKTMAN ASSET MANAGEMENT LP
< 5%
STEPHEN ANDREW YACKTMANDirect owner · Schedule AInterest in YACKTMAN ASSET MANAGEMENT LP
< 5%
JASON SCOTT SUBOTKYDirect owner · Schedule AInterest in YACKTMAN ASSET MANAGEMENT LP
< 5%
RUSSELL GORDON WILKINSDirect owner · Schedule AInterest in YACKTMAN ASSET MANAGEMENT LP
< 5%
AFFILIATED MANAGERS GROUP, INC.Indirect owner · Schedule BInterest in AMG GOTHAM HOLDINGS, LLC
75%+
AMG GOTHAM HOLDINGS, LLCIndirect owner · Schedule BInterest in GOTHAM ACQUISITION LP, LLC
75%+
DONALD ARTHUR YACKTMANIndirect owner · Schedule BInterest in YAMCO, INC.
25% to < 50%
STEPHEN ANDREW YACKTMANIndirect owner · Schedule BInterest in YAMCO, INC.
25% to < 50%
JASON SCOTT SUBOTKYIndirect owner · Schedule BInterest in YAMCO, INC.
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Yacktman Asset Management LP.

Reported ownership and control details

Form ADV · Filing date 2026-03-26 · Schedules A and B

16 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1YAMCO, INC.LIMITED PARTNERDomestic entityYACKTMAN ASSET MANAGEMENT LP10% to less than 25%Code BYesLIMITED PARTNER06/2012Schedule APDF page 28
2GOTHAM ACQUISITION GP, LLCGENERAL PARTNERDomestic entityYACKTMAN ASSET MANAGEMENT LPLess than 5%Code NANoGENERAL PARTNER06/2012Schedule APDF page 28
3DONALD ARTHUR YACKTMANLIMITED PARTNERIndividualYACKTMAN ASSET MANAGEMENT LPLess than 5%Code NAYesLIMITED PARTNER06/2012Schedule APDF page 28
4STEPHEN ANDREW YACKTMANLIMITED PARTNERIndividualYACKTMAN ASSET MANAGEMENT LPLess than 5%Code NAYesLIMITED PARTNER06/2012Schedule APDF page 28
5JASON SCOTT SUBOTKYLIMITED PARTNERIndividualYACKTMAN ASSET MANAGEMENT LPLess than 5%Code NAYesLIMITED PARTNER06/2012Schedule APDF page 28
6RUSSELL GORDON WILKINSLIMITED PARTNERIndividualYACKTMAN ASSET MANAGEMENT LPLess than 5%Code NAYesLIMITED PARTNER06/2012Schedule APDF page 28
7GOTHAM ACQUISITION LP, LLCLIMITED PARTNERDomestic entityYACKTMAN ASSET MANAGEMENT LP75% or moreCode ENoLIMITED PARTNER06/2012Schedule APDF page 28
8JOHN THOMAS ONEILLGENERAL COUNSELIndividualYACKTMAN ASSET MANAGEMENT LPLess than 5%Code NAYesGENERAL COUNSEL10/2022Schedule APDF page 28
9MOLLY MCFARLAND PIERONIPRESIDENTIndividualYACKTMAN ASSET MANAGEMENT LPLess than 5%Code NAYesPRESIDENT11/2022Schedule APDF page 28
10Krista InfanteCHIEF COMPLIANCE OFFICERIndividualYACKTMAN ASSET MANAGEMENT LPLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER06/2024Schedule APDF page 28
11CHRISTOPHER SCOT MUNSONCHIEF FINANCIAL OFFICERIndividualYACKTMAN ASSET MANAGEMENT LPLess than 5%Code NAYesCHIEF FINANCIAL OFFICER09/2024Schedule APDF page 28
12DONALD ARTHUR YACKTMANSHAREHOLDERIndividualYAMCO, INC.25% to less than 50%Code CYesSHAREHOLDER06/2012Schedule BPDF page 29
13STEPHEN ANDREW YACKTMANSHAREHOLDERIndividualYAMCO, INC.25% to less than 50%Code CYesSHAREHOLDER06/2012Schedule BPDF page 29
14JASON SCOTT SUBOTKYSHAREHOLDERIndividualYAMCO, INC.25% to less than 50%Code CYesSHAREHOLDER06/2012Schedule BPDF page 29
15AFFILIATED MANAGERS GROUP, INC.MANAGER AND SOLE MEMBERDomestic entityAMG GOTHAM HOLDINGS, LLC75% or moreCode EYesMANAGER AND SOLE MEMBER10/2014Schedule BPDF page 29
16AMG GOTHAM HOLDINGS, LLCSERIES A MEMBERDomestic entityGOTHAM ACQUISITION LP, LLC75% or moreCode EYesSERIES A MEMBER10/2014Schedule BPDF page 29

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/26/2026 5:26:15 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.