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 an institutional registered investment adviser organized as an LLC that positions itself as a capital allocator for institutional clients. The firm is SEC-registered (SEC registration year listed as 2025) and reports advisory activity focused on portfolio management for investment companies and the selection of other advisers. Affiliations noted in regulatory data include a broker-dealer, other investment adviser entities, and roles as sponsor, general partner, or managing member of pooled investment vehicles. Yorkville reports a fee model that includes a percentage of assets under management plus other fee arrangements. The firm is not flagged as an active ESG investor and is not a multi-state adviser.

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

    Barrett Schultz

    Chief Compliance OfficerCRD 2741114

Contacts

2 of 2
  • Troy Rillo

    Troy Rillo

    Principal & Investment Committee ChairmanCRD 1726077

  • John Neamtz

    John Neamtz

    PresidentCRD 1172402

Wealth teams

FINTRX

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