# WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC

WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC of TAMPA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 115344
- Type: SEC-registered investment adviser
- SEC file number: 801-60690
- Location: 4830 W. KENNEDY BLVD., ONE URBAN CENTRE - SUITE 835, TAMPA, FL, 33609
- Phone: 813-238-4800
- Latest filing: 2026-03-27
- Regulatory AUM: $18.2B
- Discretionary AUM: $12.4B
- Non-discretionary AUM: $5.7B
- Clients: 20
- Accounts: 33

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Pooled vehicles, Investment cos, Other

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Jang Lee | EXECUTIVE; PARTNER | Commerce, CA |
| Sothara Chin | CHIEF COMPLIANCE OFFICER | Arlington, VA |
| Michael Brent Wertz | MANAGING PARTNER; PRESIDENT/CEO | — |
| David Ming Lee Jang | CHAIRMAN/CHIEF REVENUE OFFICER; PARTNER | — |
| Jason Michael Ewasko | CHIEF COMPLIANCE OFFICER | — |
| CHIN SOTHARA | CHIEF COMPLIANCE OFFICER | — |
| YORK MITCHELL PAUL | CHIEF COMPLIANCE OFFICER; OWNER; OWNER | — |
| WERTZ MICHAEL B | CHIEF COMPLIANCE OFFICER; OWNER | — |
| SCOTT EDWARD | CHIEF COMPLIANCE OFFICER | — |
| NEFF TONI SUE | CHIEF COMPLIANCE OFFICER | — |
| HUSTON ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| WERTZ MICHAEL BRENT | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115344/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115344/similar
- Related entities: https://search.stillhousedata.com/firm/115344/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115344

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.