YORKTOWN PARTNERS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
162321
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

Yorktown Partners LLC is an SEC-registered limited liability company formed in 2012 that functions primarily as a manager and sponsor of pooled investment vehicles. The firm is organized as an individually owned entity and is not positioned as a traditional retail advisory practice; instead its stated activities include acting as sponsor, general partner, and managing member of private funds. It does not identify as an active ESG investor and is not listed as 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
  • ROBERT SIGNORINO

    CFOCRD 1760578

Contacts

3 of 5
  • BRYAN LAWRENCE

    Managing MemberCRD 2406653

  • PETER LEIDEL

    Co-Founder and PartnerCRD 1220827

  • WILLIAM KEENAN

    Co-Founder and PartnerCRD 830362

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Wealth teams

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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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
410 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth