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Jason Subotky

Advisor at Yacktman Asset Management LP

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Yacktman Asset Management LP logo

Firm

Yacktman Asset Management LP

Location

Austin, TX 78730-5073

Credentials

Series 63

Industry experience

15 years

About

Jason Subotky is a financial advisor at Yacktman Asset Management LP with 15 years of industry experience. He has been with Yacktman since 2012 and holds the Series 63 designation. Yacktman Asset Management LP is an equity-specialist investment manager serving high-net-worth individuals, pooled investment vehicles, mutual funds as a sub-adviser, and institutional accounts. The firm employs a research-oriented, value-focused investment approach with customized portfolio management and oversees approximately $13.2 billion in assets.

Client services

Based on Yacktman Asset Management LP

Portfolio management

Expertise

Based on Yacktman Asset Management LP

Active portfolio management Concentrated stock management Options & derivatives strategies

Fee options

Percentage

$0 - $100,000,000: 1% $100,000,000+: Negotiated

Performance-based

Performance-based fees may be charged for the private pooled fund sponsored by Yacktman as described in the fund’s offering documents. Also, one mutual fund sub-advised by the firm charges a performance adjustment based on performance relative to a benchmark.

Other

Account minimum: $100,000,000

Location

6300 Bridge Point Parkway, Building 1 Suite 500

Austin, TX 78730-5073

Most active in

Texas

Work history

Yacktman Asset Management LP

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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