Yankee Advisers, LLC
RIAState Registered
Total AUM
$2.3M
Discretionary
$2.3M
100% of AUM
Avg account
$1.1M
Accounts
2
Employees
2
Advisory reps
3
Firm details
- Headquarters
- ,
- CRD number
- 162608
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Yankee Advisers, LLC is a Massachusetts-registered limited liability company operating as a hedge-fund–style adviser that serves an institutional client base while also offering portfolio management for individuals/small businesses and pooled investment vehicles. The firm is individually owned and uses a fee mix of a percentage-of-AUM charge alongside performance-based fees, consistent with an active manager that sponsors or runs pooled strategies. Yankee Advisers is not positioned as an ESG-focused manager.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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