Yorkville America Equities, Llc
SEC-registered
Mutual Fund / Asset Manager · Boutique (under $100M)
CRD 336431
· SEC file 801-133854
· Mountainside, NJ
· truthsocial.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $42.6M
- Discretionary
- $42.6M
- Clients
- 5
- Avg AUM / client
- $8.5M
- Accounts
- 5
- Employees
- 3
AUM over time
$0
$42.6M
Jun 10, 2025
Mar 31, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 5 | $42.6M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Other fees
- • SOLICITATION FEE PER AGREEMENT WITH OTHER RIAS
Services
- • Portfolio management for investment companies
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗