Yuen Yung

Yuen Yung Email and Phone Number

Co-Founder and Partner @ Halbar Partners
Austin, TX, US
About Yuen Yung

Yuen is the Co Founder and Managing Partner of Halbar Partners. Halbar is a growth equity investment firm that provides investors access to hard to find private equity opportunities.Yuen served as CEO of Casoro Group, a single-family office formed to build and preserve wealth through real estate investing. Casoro grew out of a time-tested, vertically integrated, real estate-focused family enterprise, which has acquired, managed and repositioned over $1 billion in properties.He serviced as the investment manager, overseeing the development of co-investment products such as Casoro's Multifamily focused fund and their non-traded multifamily income REIT, Upside Avenue. Upside co-invests alongside their family office, SMAs, and high net worth investors in multifamily investments with highly vetted sponsors throughout the U.S.Prior to joining Casoro, Yuen was the CEO of the franchisor How Do You Roll?, a fast-casual sushi restaurant. In 2013, he appeared on ABC’s Shark Tank, receiving the highest investment offer in the history of the show. Yuen previously spent 13 years in the investment management and advisory industry a Managing Partner of Kenty, Yung, Ozias & Associates, where he oversaw advisors and was responsible for the capital raise and management of more than $300 million in funds raised from high-net worth individuals, families, corporations, and charitable organizations. In his earlier years, he developed 27 commercial retail sites as an entrepreneur. He currently sits on the board of Austin-based non-profit Greater Austin Asian Chamber of Commerce. He did previous board serve for The Thinkery and Real Asset Advisor's Editorial Board. He has also served on the Board of The Leukemia and Lymphoma Society. Yuen was named as a finalist for an Austin Under 40 award in 2013 and was honored with the Excellence in Teaching Award from The University of Texas Professional Development Center in 2006.Yuen holds a Bachelor of Business Administration from the McCombs School of Business at The University of Texas at Austin. He is also a graduate of MIT’s Entrepreneurship Masters Program and has professional certifications as a Chartered Mutual Fund Counselor (CMFC®) and Board Certified Financial Planner (CFP®).

Yuen Yung's Current Company Details
Halbar Partners

Halbar Partners

View
Co-Founder and Partner
Austin, TX, US
Website:
halbar.io
Employees:
6
Yuen Yung Work Experience Details
  • Halbar Partners
    Co-Founder And Partner
    Halbar Partners
    Austin, Tx, Us
  • Halbar Partners
    Co-Founder & Partner
    Halbar Partners Dec 2022 - Present
  • Apex Landmark
    Advisory Board Member
    Apex Landmark Sep 2017 - Present
    Advisory board member for Apex Landmark's healthcare, energy, and real estate fund.
  • Investopedia
    Premier Advisor
    Investopedia Feb 2017 - Present
    New York, Us
    Investopedia.com selected Yuen Yung as a contributor to its Advisor Insights, which means his advice in finance, retirement, and investing is showcased before Investopedia’s 20+ million monthly readers, as well as the hundreds of thousands of financial advisors who have used Investopedia through the years.
  • Casoro Group
    Chief Executive Officer
    Casoro Group Jun 2019 - Dec 2022
    Austin, Texas, Us
  • Casoro Group
    Ceo
    Casoro Group May 2015 - Jun 2019
    Austin, Texas, Us
    Casoro Capital is a multifamily real estate investment firm that focuses on major markets throughout the Southwest. Our investments (co-investments & funds) are based on core-value, value-add, and opportunistic strategies. Together with our parent company (The PPA Group), we offer a highly experienced team who know their local markets. We have completed over $600 million in multifamily transactions. We structure investments that are suitable, attractive, and efficient for high net worth individuals, family offices, and institutions. Responsibilities include• Overall management of Casoro Capital's operations, including business development and investor relations• Capital raising • Member of the Investment Committee
  • Upside Avenue
    Chief Executive Officer
    Upside Avenue Jun 2018 - Dec 2022
    Austin, Texas, Us
    Upside Avenue marries the infrastructure and oversight of a time-tested, vertically integrated real estate investment firm with the access and opportunity of an exclusive private equity firm. Having facilitated over one billion in transactions over their 15 years in operations, the team behind Upside Avenue understands real estate. The combination of cutting-edge financial technology, experience and access enables investors to invest alongside institutions, family offices and ultra-high net worth investors in a diversified fund of recession-resistant, multifamily, student housing and senior living properties throughout the U.S., for as little as $2,000.
  • How Do You Roll?
    Ceo
    How Do You Roll? Sep 2009 - Nov 2014
    North Hollywood, Ca, Us
    How Do You Roll is a fast-casual sushi restaurant developed in 2009. In 2013, he appeared on ABC’s Shark Tank and received the highest investment offer in the history of the show from investor Kevin O’Leary. • Created the vision for a brand new concept in sushi dining experiences• Founder and CEO• Started with one bootstrapped store and grew it into an international franchise system with units opening in TX, AR, AK, FL, IL, CA, NJ, Middle East, and Canada• Led executive team through growth, development, and execution of the company mission
  • The University Of Texas At Austin
    Cfp Instructor
    The University Of Texas At Austin Feb 2005 - Jun 2009
    Austin, Tx, Us
    UT instructor for CFP® Certificate courses
  • Kenty, Yung, Ozias & Associates
    Certified Financial Planner
    Kenty, Yung, Ozias & Associates Apr 2001 - Apr 2008
    • Qualification: Series 7, Series 63,Group I, Series 24• Responsibility: Operating an independent practice through Ameriprise as the broker dealer• Built practice by selling and consulting high net worth individuals, families, and corporations• Grew assets from $0 to over $300 million in assets• Grew client base to over 200 clients• Clients included Athletes, C Level Executives, and Entertainers

Yuen Yung Skills

Franchising Public Speaking Food Service Food Start Ups New Business Development Entrepreneurship Strategic Partnerships Leadership Strategic Consulting Business Planning Strategic Planning Marketing Strategy Event Planning Executive Management Venture Capital Accounting Social Media Strategy Negotiation Business Strategy Management Business Development Retail Small Business Microsoft Office Team Leadership Mergers And Acquisitions Research Marketing Team Building Sales Real Estate Development Account Management Contract Negotiation Sales Management Real Estate Budgets

Yuen Yung Education Details

  • Massachusetts Institute Of Technology
    Massachusetts Institute Of Technology
    Entrepreneur Masters Program
  • The University Of Texas At Austin
    The University Of Texas At Austin
    Finance

Frequently Asked Questions about Yuen Yung

What company does Yuen Yung work for?

Yuen Yung works for Halbar Partners

What is Yuen Yung's role at the current company?

Yuen Yung's current role is Co-Founder and Partner.

What is Yuen Yung's email address?

Yuen Yung's email address is yy****@****nue.com

What is Yuen Yung's direct phone number?

Yuen Yung's direct phone number is +151235*****

What schools did Yuen Yung attend?

Yuen Yung attended Massachusetts Institute Of Technology, The University Of Texas At Austin.

What are some of Yuen Yung's interests?

Yuen Yung has interest in Children, Economic Empowerment, Education, Environment, Science And Technology, Restaurants, Health.

What skills is Yuen Yung known for?

Yuen Yung has skills like Franchising, Public Speaking, Food Service, Food, Start Ups, New Business Development, Entrepreneurship, Strategic Partnerships, Leadership, Strategic Consulting, Business Planning, Strategic Planning.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.