YORKVILLE AMERICA EQUITIES, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1BARRETT SCHULTZ
Chief Compliance OfficerCRD 2741114
Contacts
2 of 2TROY RILLO
Principal & Investment Committee ChairmanCRD 1726077
JOHN NEAMTZ
PresidentCRD 1172402
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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