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 an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and focuses on portfolio management for individuals, small businesses, and institutional entities. It does not identify as an active ESG investor, is not categorized as a capital allocator, and is not flagged as a multi-state adviser.
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
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
2 of 2
Joon Hyon
Chief Compliance OfficerCRD 2790487

Jeremiah Chafkin
Chief Investment OfficerCRD 4029494
Contacts
3 of 3
Rajeev 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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