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Yorkville Etf Advisors, LLC (New York)


Yorkville Etf Advisors, LLC is a large advisory firm based in New York. It manages $315.93 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012.

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Yorkville Etf Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Yorkville Etf Advisors: assets under management

The assets under management (AUM) of Yorkville Etf Advisors, LLC is $315.93 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 691% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $315.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $157.97 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Yorkville Etf Advisors, LLC 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.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Richard Hogan Revocable Trust Member 1 Jan 2011 25% - 50% xxx-xx-xxxx
Richard Hogan Trust Member 1 Jan 2011 25% - 50% xxx-xx-xxxx
Darren R. Schuringa Member 1 Jan 2011 25% - 50% 4381128
James Johnston Baker Member 1 Jun 2013 Other 1054073
Richard Hogan Gst Trust Member 1 Jan 2015 Other xxx-xx-xxxx
Llc Mont Blanc Holdings Member 1 Jan 2015 25% - 50% 20-2121727

Based in New York

The principal office where Yorkville Etf Advisors, LLC performs its advisory services is located at 353 Central Park West, New York, NY 10025, 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 405-778-8377 or by fax 212-222-6976. The normal business hours are 8:30 am - 6:30 pm on Monday - Friday. You can find more information about the New York firm at yetfs.com/.


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