A complete list of active advisors currently associated with Yankee Advisers, LLC
Warmer can help you find a great advisor at Yankee Advisers, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Yankee Advisers, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wayland, MA
| 38
| |
Wayland, MA
| 12
|
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