Yorkville Advisors Global, LP

RIASEC RegisteredEst. 2022
Total AUM
$900M
Discretionary
$900M
100% of AUM
Avg account
$300M
Accounts
3
Employees
23
Advisory reps
5

Firm details

Headquarters
Mountainside, New Jersey
CRD number
165390
Registered since
July 15, 2022
Fee structure
Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Yorkville Advisors Global, LP is a privately organized investment manager that combines hedge fund and private equity activity under a single platform. The firm focuses on institutional clients and provides portfolio management for pooled investment vehicles, acting in sponsor and general partner roles for funds it manages. It operates with a fee mix that includes fixed fees and performance-based fees. Yorkville registered with the SEC in 2022 and its ownership is a mix of domestic entity and individual stakeholders. The firm is structured as a limited partnership and identifies as a multifaceted fund manager rather than a single-strategy boutique. It is not positioned as an ESG-focused investor, does not describe itself as a multi-state adviser, and does not list pension consulting among its services. Regulatory filings indicate affiliations beyond pure advisory work, including broker-dealer activity and roles as a sponsor or managing member of pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • Michael Rosselli

    PartnerCRD 7714774

  • David Gonzalez

    David Gonzalez

    General CounselCRD 5890253

  • Matthew Beckman

    Matthew Beckman

    PartnerCRD 4139592

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Mountainside, NJ

Union

Location

Mountainside, NJ

Headquartered in Mountainside, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Union
Address
1012 Springfield Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth