Data / Investment advisers / New Jersey / Yorkville Advisors Global, LP
Yorkville Advisors Global, LP, Mountainside, NJ: $900 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Yorkville Advisors Global, LP is an SEC registered investment adviser with its main office in Mountainside, New Jersey and reports $900 million in regulatory assets under management in its Form ADV filed May 21, 2026. Its clients include pooled investment vehicles. It is paid through fixed fees, performance based fees and other fees. It advises 3 private funds.
The request: Watch Yorkville Advisors Global, LP (CRD number 165390): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 165390
- SEC file number
- 801-126109
- SEC status
- Approved, effective July 15, 2022
- Main office
- 1012 Springfield Ave., Mountainside, NJ 07092
- Phone
- (201) 536-5110
- Regulatory AUM
- $900,035,313 in the Form ADV filed May 21, 2026
- Discretionary AUM
- $900,035,313
- Accounts
- 3
- Employees
- 23, of which 21 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- fixed fees, performance based fees, other fees
- Private funds
- 3: 2 hedge funds, 1 private equity fund
- Gross assets of private funds
- $900,035,313
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- May 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $900 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $900 million | March 19, 2026 |
| December 1, 2025 | $631.9 million | June 26, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cornerstone Planning Group | Fairfield | $951.8 million | Not listed | adviserinfo.sec.gov |
| Sandalwood Securities, Inc. | Roseland | $930.2 million | 9 | adviserinfo.sec.gov |
| Princeton Global Asset Management LLC | Princeton | $921.3 million | Not listed | adviserinfo.sec.gov |
| System 2 Advisors, L.P. | Summit | $912.9 million | 3 | adviserinfo.sec.gov |
| New Vernon Capital | Morristown | $902.1 million | 5 | adviserinfo.sec.gov |
| Key Client Fiduciary Advisors, LLC | Fairfield | $896.3 million | Not listed | adviserinfo.sec.gov |
| Makrod Investment Associates Inc | Verona | $894.4 million | Not listed | adviserinfo.sec.gov |
| BCG Securities, Inc. | Cherry Hill | $894.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Yorkville Advisors Global, LP on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.