YAYATI ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 324099
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.37%
- Corporations / Businesses33.63%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Yayati Asset Management, LLC is a small, fee-based registered adviser organized as a limited liability company that provides portfolio management for individuals, small businesses and institutional clients. The firm bills on a percentage-of-AUM schedule and runs a highly concentrated book of discretionary relationships—its reported assets are managed primarily through public mutual funds and separate managed accounts. Yayati does not position itself as an ESG-focused manager and its filings show active advisory work rather than pension consulting or related-adviser activity. The firm uses third‑party managers for certain alternative exposures and retains custody relationships with mainstream custodians to execute and hold client positions.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
2 of 2JOON HYON
Chief Compliance OfficerCRD 2790487
Jeremiah Chafkin
Chief Investment OfficerCRD 4029494
Contacts
3 of 3Rajeev Sharan
FounderCRD 7691831
MILAN PATEL
Co-FounderCRD 5933647
JOHN RAMEY
Registered RepresentativeCRD 2925055
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 4930 Campus Dr
- Time zone
- PT (UTC-8)
- Office locations
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