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Yates Capital Management Corp (Boston)


Yates Capital Management Corp is a large advisory firm based in Boston. It manages $31.29 million of regulatory assets for 67 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Yates Capital Management Corp provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Yates Capital Management Corp: assets under management

The assets under management (AUM) of Yates Capital Management Corp is $31.29 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $466.95 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Yates Capital Management Corp 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.

Based in Boston

The principal office where Yates Capital Management Corp performs its advisory services is located at 4 Chestnut St, Boston, MA 02108, 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 617-227-3060 or by fax 617-227-0961. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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