Yorkville America Equities, LLC
Firm details
- Headquarters
- Mountainside, New Jersey
- CRD number
- 336431
- Registered since
- July 10, 2025
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
Yorkville America Equities, LLC is an institutional registered investment adviser organized as an LLC that positions itself as a capital allocator for institutional clients. The firm is SEC-registered (SEC registration year listed as 2025) and reports advisory activity focused on portfolio management for investment companies and the selection of other advisers. Affiliations noted in regulatory data include a broker-dealer, other investment adviser entities, and roles as sponsor, general partner, or managing member of pooled investment vehicles. Yorkville reports a fee model that includes a percentage of assets under management plus other fee arrangements. The firm is not flagged as an active ESG investor and is not 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
Owners & executives
1 of 1
Barrett Schultz
Chief Compliance OfficerCRD 2741114
Contacts
2 of 2
Troy Rillo
Principal & Investment Committee ChairmanCRD 1726077
John Neamtz
PresidentCRD 1172402
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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