Advisor at Lapistone Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Joshua Yang is a CFA® charterholder and principal of Lapistone Advisors LLC with experience beginning in 2024. He previously practiced law at Faegre Drinker Biddle & Reath LLP, K&L Gates, and Winston & Strawn LLP. Yang is also the founder and chairman of Lapistone Trust LLC and practices law through Lapistone Law LLC. Lapistone Advisors LLC provides portfolio management and asset allocation services primarily for pooled vehicles and institutional clients. The firm employs a flexible investment approach that includes fundamental, technical, and cyclical analysis, and it facilitates the use of third-party managers while also overseeing affiliated legal and trust services.
Based on Lapistone Advisors LLC
Fixed annual fees may apply if no investment discretion is given, varying by service type and transaction frequency
$0 - $250,000: 2.00% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.50% $3,000,001 - $5,000,000: 0.40% $5,000,001+: 0.30%
Account minimum: $1,000,000
Sioux Falls, SD
South Dakota
Lapistone Advisors LLC
2024 - Present (2 years)
Lapistone Law LLC
2021 - Present (5 years)
Lapistone Trust LLC
2019 - Present (7 years)
Faegre Drinker Biddle & Reath LLP
2017 - 2020 (3 years)
K&L Gates
2016 - 2017 (1 year)
Winston & Strawn LLP
2006 - 2016 (10 years)
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Trust company
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Lawyer
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Insurance agent
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Broker-dealer / trader
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Bank
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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