Yorkville Capital Management LLC
RIASEC RegisteredEst. 2006
Total AUM
$11.1M
Discretionary
$11.1M
100% of AUM
Avg account
$411K
Accounts
27
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 141333
- Registered since
- August 3, 2006
- Website
- www.yorkvillecapital.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Yorkville Capital Management LLC is a small, SEC-registered advisory firm organized as an LLC and operating primarily for individual and family clients. The firm has offered advisory services since 2006 and focuses on portfolio management for individuals and small businesses, charging fees as a percentage of assets under management. Yorkville does not position itself as an ESG investor and does not identify as a multi-state adviser; its ownership is listed as an individual.
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
- Non-Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Darren Schuringa
CEO and CCOCRD 4381128
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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