Yayati Asset Management, LLC

RIASEC Registered
Total AUM
$3M
Discretionary
$3M
100% of AUM
Avg account
$592K
Accounts
5
Employees
5
Advisory reps
5

Firm details

Headquarters
Newport Beach, California
CRD number
324099
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI66.37%
  • Corporations / Businesses33.63%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Yayati Asset Management, LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and focuses on portfolio management for individuals, small businesses, and institutional entities. It does not identify as an active ESG investor, is not categorized as a capital allocator, and is not flagged as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

2 of 2
  • Joon Hyon

    Joon Hyon

    Chief Compliance OfficerCRD 2790487

  • Jeremiah Chafkin

    Jeremiah Chafkin

    Chief Investment OfficerCRD 4029494

Contacts

3 of 3
  • Rajeev Sharan

    Rajeev Sharan

    FounderCRD 7691831

  • Milan Patel

    Milan Patel

    Co-FounderCRD 5933647

  • John Ramey

    Registered RepresentativeCRD 2925055

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
4930 Campus Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth