Yorktown Management and Research Co Inc
Firm details
- Headquarters
- Forest, Virginia
- CRD number
- 105083
- Registered since
- February 11, 1985
- Website
- yorktownfunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Yorktown Management and Research Co Inc is an institutional registered investment adviser that provides portfolio management services for investment companies. The firm is SEC-registered (initial registration 1985) and charges fees based on a percentage of assets under management. Its clientele is institutional in nature rather than retail, and the adviser does not present itself as a capital allocator to external private funds. Yorktown does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
ETF holdings
1 of 7Active vs passive
$9.1M in ETFs
100%
$9.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CONVERTIBLE BOND ETF (ICVT) | BlackRock | Passive | Convertibles | $1.7M | 15,000 | 18.62% |
Location
Forest, VA
Bedford
Location
Forest, VA
Headquartered in Forest, VA, in the South of the United States.
- Region
- South
- County
- Bedford
- Address
- 106 Annjo Ct
- Time zone
- ET (UTC-5)
- Office locations
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