Short Put Yield
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,800,000
Total clients
14
100% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
14
Average account size
$1,628,571
About
Short Put Yield LLC provides discretionary portfolio management, portfolio research, retirement and tax planning, and an options trading program designed to generate income in separately managed accounts. The firm works with a small number of primarily high-net-worth individual clients and generally requires clients to meet a substantial account minimum.
The firm’s investment approach centers on short-dated options trading (long and short positions, spreads) conducted in separately managed accounts alongside conventional asset allocation and technical and long/short strategies. That options program routinely uses derivatives and margin/borrowed funds as part of its strategy, and trades are executed under the adviser’s discretionary authority.
Compared with typical supported firms, Short Put Yield is a small, boutique adviser with a concentrated client base and an uncommon reliance on margin and derivatives within separately managed accounts. The firm requests clients use a specific custodian to facilitate its options program, and its principals also engage in retirement research and fintech development outside the firm, with dedicated hourly planning services targeted at complex high-net-worth retirement situations.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Retirement withdrawal strategies
Tax-loss harvesting
Occupation focus
Executive
Demographic focus
Approaching retirement
Fee options
One-time account setup fee of $500 (negotiable)
0.80% per annum (negotiable)
$400 per hour (negotiable)
Account minimum: $1,000,000
Main office location
Short Put Yield
19623 Se 31 St Way
Camas WA 98607, United States
Number of offices
1
Most active in
Short Put Yield has reported serving >5 clients in these states in the last 12 months.
Alaska · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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