Y INVESTMENTS, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 338675
- Registered since
- September 22, 2025
Firm profile
FINTRXOverview
Y Investments, LLC is a small SEC-registered adviser formed as a limited liability company in 2025. The firm operates primarily as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional adviser to retail or institutional advisory accounts. Its public disclosures indicate the business model centers on running private funds and acting in sponsor/GP roles, with active involvement in fund governance and capital deployment. Investment activity is concentrated in privately-structured vehicles. Y Investments does not present itself as an ESG-focused manager and is not identified as a multistate advisory platform. The firm’s footprint and capital scale point to a boutique manager that targets concentrated, manager-led opportunities through closed-end fund structures.
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
Contacts
1 of 1Noah Yates
FounderCRD 8166356
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 6705 Louisburg Square Ln
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
THE ZABEL COMPANIES, LLC
Exempt Reporting AdvisorCharlotte, NC
PROJECT WELLSPRING MANAGEMENT LP
Exempt Reporting AdvisorCharlotte, NC
MOSAIC CAPITAL PARTNERS LLC
Exempt Reporting AdvisorCharlotte, NC
AFTON CAPITAL MANAGEMENT
Exempt Reporting AdvisorCharlotte, NC
CARDINAL COMPANIES, LLC
Exempt Reporting AdvisorCharlotte, NC
BROADTREE PARTNERS MANAGEMENT, LLC
Exempt Reporting AdvisorCharlotte, NC