YUCAIPA MASTER MANAGER, LLC

Adviser information for YUCAIPA MASTER MANAGER, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 23
Investment Advisory/Research 22
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 8 $1.5B
Non-Discretionary 0 $0
Total 8 $1.5B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 8 $1.5B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 8
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-73404
SEC ERA File Number 801-73404
SEC CIK Numbers None
SEC CRD Numbers 158216
Legal Entity Identifier N/A

Principal Office

9130 WEST SUNSET BOULEVARD
LOS ANGELES
CA
United States
Monday - Friday, 9:00 A.M - 5:00 P.M
Tel: 310-228-2894, Fax: None

Chief Compliance Officer

DANIEL LARSEN
ASSISTANT GENERAL COUNSEL
9130 WEST SUNSET BOULEVARD
LOS ANGELES
CA
United States
Tel: 310-228-2894
(Full email address available in API data)

Regulatory Contact

ROBERT P. BERMINGHAM
GENERAL COUNSEL
SUNSET BLVD
9130
LOS ANGELES
CA
United States
Tel: 310-228-2894
(Full email address available in API data)

Industry Affiliates

A-GRADE MANAGEMENT LLC Other investment adviser, including financial planners
CALIFORNIA MANAGEMENT ASSOCIATES II, LLC Other investment adviser, including financial planners
CALIFORNIA MANAGEMENT ASSOCIATES, LLC Other investment adviser, including financial planners
YASS MANAGER, LLC Other investment adviser, including financial planners
YUCAIPA ALLIANCE MANAGEMENT, LLC Other investment adviser, including financial planners
YUCAIPA AMERICAN ALLIANCE FUND II, LLC Sponsor, GP, manager of pooled investment vehicles
YUCAIPA AMERICAN ALLIANCE III, LLC Sponsor, GP, manager of pooled investment vehicles
YUCAIPA AMERICAN SPECIAL SITUATIONS FUND I, LLC Sponsor, GP, manager of pooled investment vehicles
YUCAIPA CORPORATE INITIATIVES FUND I, LLC Sponsor, GP, manager of pooled investment vehicles
YUCAIPA CORPORATE INITIATIVES FUND II, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
YUCAIPA AMERICAN ALLIANCE (PARALLEL) FUND II, LP Private Equity Fund $488.5M $10.0M 28
YUCAIPA AMERICAN ALLIANCE (PARALLEL) III, LP Private Equity Fund $51.5M $10.0M 6
YUCAIPA AMERICAN ALLIANCE FUND II, LP Private Equity Fund $744.9M $10.0M 15
YUCAIPA AMERICAN ALLIANCE III, LP Private Equity Fund $162.8M $10.0M 6
YUCAIPA AMERICAN SPECIAL SITUATION FUND I, LP Private Equity Fund $3.0M $10.0M 2
YUCAIPA CORPORATE INITIATIVES (PARALLEL) FUND II, LP Private Equity Fund $3.1M $10.0M 12
YUCAIPA CORPORATE INITIATIVES FUND I, LP Private Equity Fund $13.8M $10.0M 5
YUCAIPA CORPORATE INITIATIVES FUND II, LP Private Equity Fund $11.5M $10.0M 15

Control Persons

Name Type Entity Title Since Ownership
BURKLE, RONALD, WAYNE Individual CHIEF EXECUTIVE OFFICER, MANAGING PARTNERS, MEMBER OF YUCAIPA MASTER MANAGER, LLC 05/2011 > 75%
TOCHNER, IRA, LOUIS Individual SENIOR PARTNER OF YUCAIPA MASTER MANAGER, LLC 05/2011 < 5%
STEDMAN, SCOTT, LOUGEE Individual SENIOR PARTNER OF YUCAIPA MASTER MANAGER, LLC 05/2011 < 5%
BERMINGHAM, ROBERT, P Individual GENERAL COUNSEL OF YUCAIPA MASTER MANAGER, LLC 05/2011 < 5%
YUCAIPA MASTER MANAGER, LLC Domestic Entity SOLE MEMBER OF YUCAIPA ALLIANCE MANAGEMENT, LLC 01/2012 > 75%
BERMINGHAM, ROBERT, P Individual VICE PRESIDENT AND SECRETARY OF YUCAIPA ALLIANCE MANAGEMENT, LLC 02/2002 < 5%
YUCAIPA AMERICAN FUNDS, LLC Domestic Entity SOLE MEMBER OF YUCAIPA AMERICAN ALLIANCE FUND II, LLC 09/2007 > 75%
BERMINGHAM, ROBERT, P Individual VICE PRESIDENT AND SECRETARY OF YUCAIPA ALLIANCE MANAGEMENT, LLC 09/2007 < 5%
BURKLE, RONALD, WAYNE Individual MANAGING MEMBER OF YUCAIPA CORPORATE INITIATIVES FUND I, LLC 07/2001 > 75%
BERMINGHAM, ROBERT, P Individual VICE PRESIDENT AND SECRETARY OF YUCAIPA CORPORATE INITIATIVES FUND I, LLC 07/2001 < 5%
YUCAIPA MASTER MANAGER, LLC Domestic Entity SOLE MEMBER OF CALIFORNIA MANAGEMENT ASSOCIATES, LLC 01/2012 > 75%
BERMINGHAM, ROBERT, P Individual VICE PRESIDENT AND SECRETARY OF CALIFORNIA MANAGEMENT ASSOCIATES, LLC 06/2001 < 5%
RYCI II, LLC Domestic Entity MANAGING MEMBER OF YUCAIPA CORPORATE INITIATIVES FUND II, LLC 08/2007 > 75%
JOHNSON CAPITAL MANAGEMENT Domestic Entity MEMBER OF YUCAIPA CORPORATE INITIATIVES FUND II, LLC 08/2007 50-75%
BERMINGHAM, ROBERT, P Individual VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL OF YUCAIPA CORPORATE INITIATIVES FUND II, LLC 08/2007 < 5%
YUCAIPA MASTER MANAGER, LLC Domestic Entity MANAGING MEMBER OF CALIFORNIA MANAGEMENT ASSOCIATES II, LLC 01/2012 50-75%
JOHNSON CAPITAL MANAGMENT, LLC Domestic Entity MEMBER OF CALIFORNIA MANAGEMENT ASSOCIATES II, LLC 08/2007 25-50%
BERMINGHAM, ROBERT, P Individual VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL OF CALIFORNIA MANAGEMENT ASSOCIATES II, LLC 08/2007 < 5%
YUCAIPA AMERICAN FUNDS, LLC Domestic Entity MANAGING MEMBER OF YUCAIPA AMERICAN SPECIAL SITUATIONS FUND I, LLC 11/2002 > 75%
BERMINGHAM, ROBERT, P Individual VICE PRESIDENT AND SECRETARY OF YUCAIPA AMERICAN SPECIAL SITUATIONS FUND I, LLC 11/2002 < 5%
YUCAIPA MASTER MANAGER, LLC Domestic Entity SOLE MEMBER OF YASS MANAGER, LLC 01/2012 > 75%
BERMINGHAM, ROBERT, P Individual VICE PRESIDENT AND SECRETARY OF YASS MANAGER, LLC 11/2002 < 5%
YUCAIPA AMERICAN MANAGEMENT, LLC Domestic Entity YUCAIPA AMERICAN FUNDS, LLC MEMBER OF YUCAIPA AMERICAN FUNDS, LLC 12/2005 > 75%
YUCAIPA AMERICAN AFFILIATE, LLC Domestic Entity YUCAIPA AMERICAN MANAGEMENT, LLC MEMBER OF YUCAIPA AMERICAN MANAGEMENT, LLC 08/2004 50-75%
BURKLE, RONALD, WAYNE Individual YUCAIPA AMERICAN MANAGEMENT, LLC MANAGING MEMBER OF YUCAIPA AMERICAN MANAGEMENT, LLC 08/2004 25-50%
BURKLE, RONALD, WAYNE Individual YUCAIPA AMERICAN AFFILIATE, LLC MEMBER OF YUCAIPA AMERICAN AFFILIATE, LLC 08/2004 > 75%
JUNEBUG LIFETIME TRUST Domestic Entity JOHNSON CAPITAL MANAGEMENT LLC MEMBER OF JOHNSON CAPITAL MANAGEMENT LLC 07/2007 > 75%
BURKLE, RONALD, WAYNE Individual RYCI II, LLC MANAGING MEMBER OF RYCI II, LLC 08/2007 25-50%
YUCAIPA CORPORATE AFFILIATE II, LLC Domestic Entity RYCI II, LLC MEMBER OF RYCI II, LLC 08/2007 50-75%
BURKLE, RONALD, WAYNE Individual YUCAIPA CORPORATE AFFILIATE II, LLC MANAGING MEMBER OF YUCAIPA CORPORATE AFFILIATE II, LLC 05/2008 > 75%
JOHNSON, EARVIN Individual JUNE BUG LIFETIME TRUST TRUSTEE OF JUNE BUG LIFETIME TRUST 03/1992 > 75%
Arabian, Hovig Individual CHIEF FINANCIAL OFFICER OF YUCAIPA MASTER MANAGER, LLC 01/2016 < 5%
LARSEN, DANIEL, ALLEN Individual ASSISTANT GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER OF YUCAIPA MASTER MANAGER, LLC 03/2022 < 5%

No. Employees, Historic

5025020202021202220232024202542 on 3/25/202028 on 3/29/202127 on 3/30/202225 on 3/22/202323 on 3/25/202423 on 3/26/2024

RAUM, Historic

3B2B02020202120222023202420252037523141 on 3/25/20201877417473 on 3/29/20212021360726 on 3/30/20221332393245 on 3/22/20231479151846 on 3/25/20241479151825 on 3/26/2024

No. Clients, Historic

105020202021202220232024202510 on 3/25/202010 on 3/29/202110 on 3/30/202210 on 3/22/202310 on 3/25/20248 on 3/26/2024