Yankee Advisers, LLC
Firm details
- Headquarters
- ,
- CRD number
- 162608
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Yankee Advisers, LLC is structured as an LLC and is classified as a hedge fund manager that serves primarily institutional clients while also providing portfolio management for individuals/small businesses and pooled investment vehicles. The firm charges both a percentage-of-assets fee and performance-based fees, consistent with hedge-fund style compensation. It is not identified as an active ESG investor and is not listed as a multi-state adviser; the year of SEC registration is not provided in the snapshot. Ownership is held by an individual owner type.
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
3 of 3
Mark Mcgraw
MemberCRD 4372679
Karen McGraw
Administrative AssociateCRD 7362366
Joseph Mcgraw
OwnerCRD 328036
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations