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YUNISTONE INVESTMENT GROUP, LLC
CRD 149728File 801-132519
APPROVED
Retail clients
Filing as of Feb 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$119.5M
Bottom 25% of cohort (national)
Discretionary AUM
$83.3M
Non-discretionary $36.2M
Clients
14
66 accounts
Employees
1
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 20, 2025
- Principal office
- 125 SOUTH WACKER DRIVE, SUITE 300, CHICAGO, IL, 60606
- Phone
- 312-809-5038
- Website
- HTTPS://WWW.YUNISTONE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $119.5M
- Discretionary AUM
- $83.3M
- Non-discretionary AUM
- $36.2M
- Discretionary accounts
- 49
- Non-discretionary accounts
- 17
- Total accounts
- 66
- AUM per client
- $8.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 13 | $119.2M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $258K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.