SourcingSourcing

YG PARTNERS, LLC

C12
CRD 168677·SEC 801-80607·MONTCLAIR, NJ
AUM
—
Est. Revenue
—
@ 1% on AUM
Est. EBITDA
—
@ 30% margin
Est. Deal Value
—
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
YG PARTNERS, LLC
CRD
168677
SEC file #
801-80607
EIN
000000000
DBA names
Yg Partners, Llc

Economics

AUM
—
AUM band
—
AUM trajectory
—
Client mix
—

Operations

Employees (total)
—
Advisory staff (per ADV)
—
Advisory staff (5-yr trend)
—
Primary office
MONTCLAIR NJ
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
—
Fee basis
—

Filings

Latest ADV filing
—
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
—
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GEARY, ALFRED, HARRISON
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
GEARY, ALFRED, HARRISON
YOUNG, JASON, MATTHEW
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001581004
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2013-07-11
Edgar Last Filing Date
2016-12-09
Edgar Form D Count
5
Edgar Form D Offerings
2016-12-092016-12-09 · 0000919574-16-017083
2015-12-092015-12-09 · 0000919574-15-008618

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
Morgan Stanley6
Jpmorgan1
Edgar Addresses
Mailing
ELIAN FIDUCIARY SERVICES (CAYMAN) LTD89 NEXUS WAY, CAMANA BAYGRAND CAYMAN, E9, KY1-9007
Business
ELIAN FIDUCIARY SERVICES (CAYMAN) LTD89 NEXUS WAY, CAMANA BAYGRAND CAYMAN, E9, KY1-9007
Edgar EIN
000000000
Edgar Recent Filings
D/A2016-12-09 · 0000919574-16-017083
D/A2015-12-09 · 0000919574-15-008618
Top Owner CRD
2157541

People (3)

3
Alfred H Geary
Direct Owner · 62.5%
2157541
YOUNG, JASON, MATTHEW
Direct Owner · 62.5%
6232223
MULLER, RICK, BARRY
Executive Officer · 2.5%
6018459