S
$24.0M Total AUM
$24.0M Disc. AUM
-- 3Y CAGR
2 Employees
16 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2022
- Office Locations
- 1
Office Locations
-- Camas WA
About Short PUT Yield
Short PUT Yield is a Camas-based RIA. The firm has been operating for 4 years. Managing $24.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$24.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
2.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
Karsten Jeske
Co-Owner, Founder
- CRD
- #7934993
- Ownership
- 50% but less than 75%
Available
Available
Available
K
Karol Raszkiewicz
Co-Owner
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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