Yellow Wood Partners LLC is a large advisory firm based in Boston. It manages $548.53 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Massachusetts.
Yellow Wood Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Yellow Wood Partners LLC is $548.53 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 348% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Yellow Wood Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Yellow Wood Partners is pooled investment vehicles with 4 clients and $548.53 million of assets under management. Among the 9 most similar advisory firms, Yellow Wood Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $548.53 million for 4 clients. None of the firm’s clients are foreign persons or businesses.
Yellow Wood Partners also advises several private funds. Namely, four private equity funds.
The company employs 10 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Yellow Wood Partners LLC performs its advisory services is located at 255 State Street, Boston, MA 02109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-500-6340. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at yellowwoodpartners.com.