YIELDPOINT

YIELDPOINT, L.P. Legal Name

Adviser information for YIELDPOINT last updated from Form ADV on February 9th, 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 0
Investment Advisory/Research 0
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 No

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 0 $0
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
Compensation

Identifiers

SEC RIA File Number 802-120026
SEC ERA File Number 802-120026
SEC CIK Numbers None
SEC CRD Numbers 311859
Legal Entity Identifier None

Principal Office

1345 AVENUE OF THE AMERICAS
33RD FLOOR
NEW YORK
NY
United States
Monday - Friday, 9-5
Tel: 646-493-3623, Fax: None

Chief Compliance Officer

NATHANIEL POLACHEK
MANAGING MEMBER
1345 AVENUE OF THE AMERICAS
33RD FLOOR
NEW YORK
NY
United States
Tel: 646-493-3623
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
YIELDPOINT STABLE VALUE FUND, L.P. Hedge Fund $133.0M $0.5M 108

Control Persons

Name Type Entity Title Since Ownership
POLACHEK, NATHANIEL, JOSEPH Individual MANAGING MEMBER 06/2020 > 75%

No. Employees, Historic

0002020202120222023202420250 on 11/23/20200 on 2/17/20210 on 2/8/20220 on 3/2/20230 on 2/9/2024