YORKVILLE AMERICA EQUITIES, LLC

RIASEC RegisteredEst. 2025
Total AUM
$42.6M
Discretionary
$42.6M
100% of AUM
Avg account
$8.5M
Accounts
5
Employees
3
Advisory reps
3

Firm details

Headquarters
MOUNTAINSIDE, New Jersey
CRD number
336431
Registered since
July 10, 2025
Fee structure
Percentage of AUM, Other
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Yorkville America Equities, LLC is a small, institutional-focused investment manager and capital allocator organized as a limited liability company and registered with the SEC in 2025. The firm’s stated advisory activities center on portfolio management for investment companies and the selection of other advisers, positioning it as a manager-of-managers that builds exposure both by direct portfolio management and by appointing sub-advisers. Yorkville America Equities is also active on the sponsor/GP side, which indicates it not only allocates capital but may structure and run pooled investment vehicles. The firm serves institutional clients and charges fees on a percentage-of-AUM basis alongside other fee arrangements. Yorkville America Equities does not identify as an active ESG investor. Its industry roles include acting as a broker-dealer and as an investment adviser, in addition to sponsoring and managing pooled vehicles—signaling a blend of advisory, distribution and private fund governance capabilities.

Assets & Accounts

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

Owners & executives

1 of 1
  • BARRETT SCHULTZ

    Chief Compliance OfficerCRD 2741114

Contacts

2 of 2
  • TROY RILLO

    Principal & Investment Committee ChairmanCRD 1726077

  • JOHN NEAMTZ

    PresidentCRD 1172402

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