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YORKVILLE ADVISORS GLOBAL, LP

CRD 165390File 801-126109
APPROVED
Custody
Disclosure events
Filing as of May 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$900.0M
Above cohort median (national)
Discretionary AUM
$900.0M
Clients
3
3 accounts
Employees
23
Above cohort median in NJ

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
NYRO
Registration date
Jul 15, 2022
Principal office
1012 SPRINGFIELD AVE., MOUNTAINSIDE, NJ, 07092
Phone
(201) 536-5110

Assets & accounts

ADV Item 5F
Total regulatory AUM
$900.0M
Discretionary AUM
$900.0M
Non-discretionary AUM
$0
Discretionary accounts
3
Non-discretionary accounts
0
Total accounts
3
AUM per client
$300.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles3$900.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Other (described) — REIMBURSEMENT OF INVESTMENT MANAGER EXPENSES
  • Performance-based fees

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11
  • Q11
  • Q11D2
  • Q11D4

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees2523decreased by2
Apr 1, 2026Clients53decreased by2
Apr 1, 2026AUM$631,927,831$900,035,313increased by$268,107,482
Apr 1, 2026Accounts53decreased by2
May 1, 2025
vs Oct 1, 2022
Employees2225increased by3
May 1, 2025
vs Oct 1, 2022
Clients75decreased by2
May 1, 2025
vs Oct 1, 2022
AUM$224,792,736$631,927,831increased by$407,135,095
May 1, 2025
vs Oct 1, 2022
Accounts75decreased by2
Aug 1, 2022Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “YORKVILLE ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“YORKVILLE ADVISORS” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.