# Siegel Asset Management Partners

> Siegel Asset Management Partners is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 310741
- Filed as: SIEGEL ASSET MANAGEMENT PARTNERS
- Legal name: Y C Siegel LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310741
- AdvisorCensus page: https://advisorcensus.com/firm/siegel-asset-management-partners-310741

## Quick answers

**How is Siegel Asset Management Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Siegel Asset Management Partners reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Siegel Asset Management Partners registered with the SEC or a state?**
Siegel Asset Management Partners is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310741.

**How much does Siegel Asset Management Partners manage?**
Siegel Asset Management Partners reports $20,419,811 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Siegel Asset Management Partners serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (1).

**Does Siegel Asset Management Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310741

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $20,419,811
- Discretionary: $20,419,811
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | 1 | $20,419,811 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- siegelassetmgt.com
- LinkedIn @siegel-asset-management-partners
- LinkedIn @yvescsiegel

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Siegel Asset Management Partners (CRD 310741): Form ADV filing data as of October 2026.