YORKVILLE ADVISORS GLOBAL, LP

RIASEC RegisteredEst. 2022
Total AUM
$900M
Discretionary
$900M
100% of AUM
Avg account
$300M
Accounts
3
Employees
23
Advisory reps
5

Firm details

Headquarters
MOUNTAINSIDE, New Jersey
CRD number
165390
Registered since
July 15, 2022
Fee structure
Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

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Overview

Yorkville Advisors Global, LP is a multi-strategy manager organized as a limited partnership that operates hedge fund and private equity vehicles and also functions as a sponsor/GP and investment adviser to pooled investment products. The firm targets institutional clients and charges a mix of fixed fees, performance-based fees and other fee arrangements. It provides portfolio management for pooled vehicles and is not positioned as an ESG-focused manager. Regulatory filings indicate the adviser is U.S.-domiciled and was registered with the SEC in 2022. The firm’s business activities extend beyond advisory duties: it has affiliations that include broker-dealer activities, sponsorship and management roles for pooled vehicles, and related investment-adviser functions. Yorkville appears to run actively managed strategies across multiple private funds rather than operating primarily as a third-party allocator.

Assets & Accounts

Public Holdings

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

Contacts

3 of 5
  • MICHAEL ROSSELLI

    PartnerCRD 7714774

  • DAVID GONZALEZ

    General CounselCRD 5890253

  • MATTHEW BECKMAN

    PartnerCRD 4139592

Unlock 2 more contacts

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

MOUNTAINSIDE, NJ

UNION

Location

MOUNTAINSIDE, NJ

Headquartered in MOUNTAINSIDE, NJ, 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
UNION
Address
1012 Springfield Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth