YORKVILLE ADVISORS GLOBAL, LP
Adviser information for YORKVILLE ADVISORS GLOBAL, LP last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Partnership |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 23 |
---|---|
Investment Advisory/Research | 19 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 5 | $323.1M |
Non-Discretionary | 0 | $0 |
Total | 5 | $323.1M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 5 | $323.1M |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
---|---|
Compensation | % of AUMFixed feesPerformance-based feesREIMBURSEMENT OF INVESTMENT MANAGER EXPENSES |
Identifiers
SEC RIA File Number | 801-126109 |
---|---|
SEC ERA File Number | 801-126109 |
SEC CIK Numbers | None |
SEC CRD Numbers | 165390 |
Legal Entity Identifier | None |
Principal Office
1012 SPRINGFIELD AVE.MOUNTAINSIDE
NJ
United States
Monday - Friday, 9:00 - 5:00
Tel: 201-536-5110, Fax: None
Chief Compliance Officer
ROBERT MUNRO
CFO & COO
1012 SPRINGFIELD AVE
MOUNTAINSIDE
NJ
United States
Tel:
2015365110
R*****@********************M
(Full email address available in API data)
Regulatory Contact
TROY J. RILLO
PARTNER
1012 SPRINGFIELD AVE.
MOUNTAINSIDE
NJ
United States
Tel:
908-906-5127
T*****@********************M
(Full email address available in API data)
Industry Affiliates
YA II GP, LP | Sponsor, GP, manager of pooled investment vehicles |
YSC OPPORTUNITY FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
YVP GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
SC-SIGMA GLOBAL PARTNERS, LP | Hedge Fund | $29.2M | $1.0M | 3 |
YA II PN, LTD. | Hedge Fund | $281.0M | $1.0M | 83 |
YORKVILLE VENTURES PARTNERS, LLC | Private Equity Fund | $9.6M | $0.1M | 57 |
YORKVILLE VENTURES, LLC | FUND OF FUNDS | $3.4M | $0.0M | 26 |
YSC OPPORTUNITY FUND LP | Hedge Fund | $0.0M | $1.0M | 0 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ANGELO, MARK, ANTHONY | Individual | – | PRESIDENT/MANAGING PARTNER/LIMITED PARTNER | 05/2012 | 50-75% |
BECKMAN, MATTHEW, JACOB | Individual | – | MANAGING PARTNER/LIMITED PARTNER | 05/2012 | 25-50% |
GONZALEZ, DAVID, NMN | Individual | – | GENERAL COUNSEL | 05/2012 | < 5% |
RILLO, TROY, JAMES | Individual | – | PARTNER | 01/2023 | < 5% |
YORKVILLE ADVISORS GLOBAL II, LLC | Domestic Entity | – | GENERAL PARTNER | 01/2017 | < 5% |
MUNRO, ROBERT, NMN | Individual | – | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | 01/2022 | < 5% |
ANGELO, MARK, ANTHONY | Individual | YORKVILLE ADVISORS GLOBAL II, LLC | MEMBER | 05/2012 | 50-75% |
BECKMAN, MATTHEW, JACOB | Individual | YORKVILLE ADVISORS GLOBAL II, LLC | MEMBER | 05/2012 | 25-50% |
ROSSELLI, MICHAEL, ALBERT | Individual | – | PARTNER | 01/2023 | < 5% |