Yalefunds Management & Research Co (Henderson)

Yalefunds Management & Research Co is an adviser based in Henderson. It manages $1.13 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Nevada.

Yalefunds Management & Research provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Yalefunds Management & Research: assets under management

The assets under management (AUM) of Yalefunds Management & Research Co is $1.13 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $80.71 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Yalefunds Management & Research Co for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Yalefunds Management & Research Co

Yi Wang has been acting as President since 1 May 1999. Anthony Delgado joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Yi Wang	President	1 May 1999	50% - 75%	2707677
Nathania Wang	Shareholder	1 May 1999	Other	4380335
Yi Yale Wang	President	1 May 1999	50% - 75%	2707677
Richard Zeng	Director	1 Jun 1999	Other	4380336
Michael Ted Michelas	Director	1 Jun 1999	Other	333655
Anthony Delgado	Director	1 Dec 1999	Other	4380339

Based in Henderson

The principal office where Yalefunds Management & Research Co performs its advisory services is located at 1282 Autumn Wind Way, Henderson, NV 89052 3054, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.