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Yx Funds Ltd (Dallas)


Yx Funds Ltd is a large advisory firm based in Dallas. It manages $149 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.

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Yx Funds provides firm offers investment advisory services to 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.

Yx Funds: assets under management

The assets under management (AUM) of Yx Funds Ltd is $149 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 217% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $149 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $74.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Yx Funds Ltd for their services and products based on a percentage of assets under management and performance-based fees. 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 Dallas

The principal office where Yx Funds Ltd performs its advisory services is located at 8200 Brookriver Drive, Dallas, TX 75247, 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 214-871-6729. The normal business hours are 8:00 am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.yxfunds.com.


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