Yousif Capital Management, Llc
- Regulatory AUM
- $14.7B
- Discretionary
- $14.7B
- Clients
- 444
- Avg AUM / client
- $33.2M
- Accounts
- 454
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Asset allocation (SMA assets by investment type)
as of Mar 23, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 143 | $77.1M | 0.52% |
| High net worth individuals | 207 | $950M | 6.45% |
| Pension and profit sharing plans | 7 | $695M | 4.72% |
| Charitable organizations | 11 | $180M | 1.22% |
| State or municipal government entities | 21 | $1.1B | 7.3% |
| Other investment advisers | Fewer than 5 clients | $9.2B | 62.8% |
| Insurance companies | 20 | $1.4B | 9.8% |
| Corporations and other businesses | 18 | $262M | 1.78% |
| Other | 17 | $798M | 5.42% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ilwu (Hawaii) Employers General Pension Plan Board Of Trustees Of The Ilwu (Hawaii) Employers General Pension Trust | 2024 | |
| Western States Carpenters Pension Plan Joint Board Of Trustees Western States Carpenters Pension Plan | Los Angeles, CA | 2024 |
| Hotel Industry Ilwu Pension Plan Board Of Trustees Of The Hotel Industry Ilwu Pension Plan | 2024 | |
| United Brotherhood Of Carpenters Pension Fund United States Segment United Brotherhood Of Carpenters Pension Fund | 2024 | |
| Carpenters Labor Management Pension Plan United Brotherhood Of Carpenters Labor Mgmt Pf Trustee | Los Angeles, CA | 2024 |
| Sheet Metal Workers Local 7, Zone 2 Pension Plan Joint Board Of Trustees Sheet Meta Workers Local 7, Zone 2 Pension | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Khairi Yousif | President | CFA | Jan 2021 (6y) | 75% or more |
| Bennett, Rosanna | Chief Compliance Officer | Mar 2021 (5y) | Less than 5% | |
| Edward Douglas Goard | Chief Investment Officer | CFA | Sep 2023 (3y) | Less than 5% |
| Rossi, Geoffrey, Gaetano | Chief Operating Officer | Sep 2023 (3y) | Less than 5% | |
| David James Jones | Registered representative | Apr 2021 (5y) | ||
| Eric Richard Lessnau | Registered representative | Nov 2021 (5y) | ||
| Kevin Foley | Registered representative | Dec 2021 (5y) | ||
| Samuel Thomas Gilbert | Registered representative | CFA | Apr 2024 (2y) | |
| James Robert Kelts | Registered representative | CFA | Jul 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ilwu (Hawaii) Employers General Pension Plan | Board Of Trustees Of The Ilwu (Hawaii) Employers General Pension Trust | 1,972 | $90.7M | 01/01/2024 |
| Western States Carpenters Pension Plan | Joint Board Of Trustees Western States Carpenters Pension Plan | 69,363 | $11.3B | 01/01/2024 |
| Hotel Industry Ilwu Pension Plan | Board Of Trustees Of The Hotel Industry Ilwu Pension Plan | 6,605 | $319M | 01/01/2024 |
| United Brotherhood Of Carpenters Pension Fund United States Segment | United Brotherhood Of Carpenters Pension Fund | 1,303 | $1.1B | 01/01/2024 |
| Carpenters Labor Management Pension Plan | United Brotherhood Of Carpenters Labor Mgmt Pf Trustee | 9,511 | $1.2B | 01/01/2024 |
| Sheet Metal Workers Local 7, Zone 2 Pension Plan | Joint Board Of Trustees Sheet Meta Workers Local 7, Zone 2 Pension | 381 | $121M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Comerica Bank Trust National Association $10.3B (70% of AUM) Mar 2026
- U.S. Bank $1.9B (13% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗