Overview
Assets Under Management: $13 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 34
Average Client Assets: $0.4 million
Frequently Asked Questions
YORKVILLE CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141333), YORKVILLE CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
YORKVILLE CAPITAL MANAGEMENT LLC is headquartered in NEW YORK, NY.
YORKVILLE CAPITAL MANAGEMENT LLC serves 34 high-net-worth clients according to their SEC filing dated June 11, 2024. View client details ↓
According to their SEC Form ADV, YORKVILLE CAPITAL MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
YORKVILLE CAPITAL MANAGEMENT LLC manages $13 million in client assets according to their SEC filing dated June 11, 2024.
According to their SEC Form ADV, YORKVILLE CAPITAL MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.66%
Average Client Assets: $0.4 million
Total Client Accounts: 40
Discretionary Accounts: 40
Regulatory Filings
CRD Number: 141333
Filing ID: 1882499
Last Filing Date: 2024-06-11 14:34:00