SourcingSourcing

YAKIRA CAPITAL MANAGEMENT, INC.

B51
CRD 159398·SEC 801-74073·WESTPORT, CT
AUM
$411.6M
$100M-$500M
Est. Revenue
$4.1M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
YAKIRA CAPITAL MANAGEMENT, INC.
CRD
159398
SEC file #
801-74073
EIN
000000000
DBA names
—

Economics

AUM
$411.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$412.1M → $411.6M▬ 0%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
WESTPORT CT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/22/2026
ADV-W filed at
—
Website
linkedin.com/company/yakira-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KALLINS, BRUCE, MITCHELL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KALLINS, BRUCE, MITCHELL
SABATINI, NICHOLAS, DOMINICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001774107
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2019-04-23
Edgar Last Filing Date
2025-04-09
Edgar Form D Count
6
Edgar Form D Offerings
2025-04-092025-04-09 · 0001774107-25-000001
2024-04-122024-04-12 · 0001774107-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Jpmorgan2
Edgar Addresses
Mailing
C/O WALKERS CORPORATE LIMITEDCAYMAN CORPORATE CENTER, 27 HOSPITAL RD.GEORGE TOWN, GRAND CAYMAN, E9, KY1-9008
Business
C/O WALKERS CORPORATE LIMITEDCAYMAN CORPORATE CENTER, 27 HOSPITAL RD.GEORGE TOWN, GRAND CAYMAN, E9, KY1-9008
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-04-09 · 0001774107-25-000001
D/A2024-04-12 · 0001774107-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6025792
Trust Company Affiliate
No

People (2)

2
KALLINS, BRUCE, MITCHELL
Direct Owner · 87.5%
6025792
SABATINI, NICHOLAS, DOMINICK
Executive Officer · 2.5%
4824275