Yankee Advisers, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,300,000
Clients
0
Advisors
2
of 2 employees
About
Yankee Advisers manages pooled investment vehicles, principally the Yankee Multi‑Manager Fund and Clipper Growth Fund, on behalf of limited partners that include high‑net‑worth individuals, families, trusts and retirement accounts. The funds are offered to accredited and otherwise qualified investors and invest primarily through third‑party funds rather than in separately managed individual accounts.
The firm follows a fund‑of‑funds approach, allocating among hedge funds and specialty managers using a mix of long/short, macro, credit, distressed and other strategies, and may employ derivatives and hedging to manage risk. Yankee describes an integrated investment process that combines portfolio management, ongoing research and quantitative and qualitative risk management when evaluating managers and allocations.
Notable characteristics for a firm of this size include modest assets under management (reported as approximately $4.08 million as of March 26, 2025) and a small advisory team, with firm personnel and related parties holding a sizable ownership interest in one of the funds (reported at 45%). The firm discloses a seed/side arrangement in which one fund may invest in the other with fee waivers and differing performance fee schedules, and it describes caps and disclosure as measures to mitigate related conflicts; as general partner, Yankee also notes custody practices for fund holdings and reliance on audited financial statements.
Client services
Expertise
Fee options
$0+: 1.2% annually (YMM management fee) $0+: 0.3% per quarter (YMM management fee, quarterly deducted) $0+: 6.0% annually (Clipper management fee) $0+: 0.5% per month (Clipper management fee, monthly deducted)
10% of new profits annually for YMM, subject to high-water mark, charged quarterly; 30% of new profits annually for Clipper, subject to high-water mark, charged monthly
Account minimum: $500,000
Main office
Wayland MA
Advisors at this office
2
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Joseph M
Series 63
Wayland, MA
Yankee Advisers, LLC
Joseph Mcgraw Jr. is a financial advisor with Yankee Advisers, LLC, holding a Series 63 designation and 37 years of industry experience. He has been with Yankee Advisers since 1992. Yankee Advisers provides discretionary investment management to pooled limited partnership funds for accredited and qualified investors, focusing on a multi-manager, fund-of-funds approach that allocates to external sub-managers across various hedged strategies. The firm combines portfolio management, manager due diligence, and quantitative risk analysis in its investment process.
Mark M
Series 65
Wayland, MA
Yankee Advisers, LLC
Mark Mcgraw is a financial advisor at Yankee Advisers, LLC, holding a Series 65 designation with 12 years of industry experience. He has been with Yankee Advisers since 1995. Yankee Advisers provides discretionary investment management to pooled limited partnership funds for accredited and qualified investors, employing a multi-manager, fund-of-funds approach that allocates to external sub-managers across various hedged strategies. The firm combines portfolio management, manager due diligence, and quantitative risk analysis in its investment process.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)