SourcingSourcing

YORKVILLE ADVISORS GLOBAL, LP

C21
CRD 165390·SEC 801-126109·MOUNTAINSIDE, NJ
AUM
$900.0M
$500M-$1B
Est. Revenue
$9.0M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
YORKVILLE ADVISORS GLOBAL, LP
CRD
165390
SEC file #
801-126109
EIN
900860458
DBA names
—

Economics

AUM
$900.0M
AUM band
$500M-$1B
AUM trajectory
'23'26
$224.8M → $900.0M▲ +300%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
23
Advisory staff (per ADV)
21
Advisory staff (5-yr trend)
'23'26
12 advisors → 21 advisors▲ +75%
Primary office
MOUNTAINSIDE NJ
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Fixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
linkedin.com/company/yorkville-advisors-llc(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANGELO, MARK, ANTHONY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
8
Control Persons
ANGELO, MARK, ANTHONY
BECKMAN, MATTHEW, JACOB
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
fallback_guess:yorkvilleglobal.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001838613
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2022-11-30
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
4
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001104659-26-060220

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
Raymond James8
Goldman Sachs8
E*trade4
Edgar Addresses
Mailing
1012 SPRINGFIELD AVEMOUNTAINSIDE, NJ 07092
Business
1012 SPRINGFIELD AVEMOUNTAINSIDE, NJ 07092
Edgar EIN
900860458
Edgar Recent Filings
13F-HR2026-05-13 · 0001104659-26-060220
13F-HR2026-02-10 · 0001104659-26-012603
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2585969
Trust Company Affiliate
No

People (5)

5
ANGELO, MARK, ANTHONY
Direct Owner · 62.5%
2585969
MATTHEW JACOB BECKMAN
Direct Owner · 37.5%
4139592
DAVID NMN GONZALEZ
Executive Officer · 2.5%
5890253
TROY JAMES RILLO
Executive Officer · 2.5%
1726077
MICHAEL ALBERT ROSSELLI
Executive Officer · 2.5%
7714774