A complete list of active advisors currently associated with Yayati Asset Management, LLC

Warmer can help you find a great advisor at Yayati Asset Management, LLC or one who fits your needs even better.

Yayati Asset Management is a quantitative investment adviser that serves institutional clients (typically as a subadviser or authorized agent to primary advisers) and retail high‑net‑worth individuals and trusts, managing portfolios through Custom Strategies, Overlay Solutions and defined YAM Strategies. The firm’s retail accounts have a stated account minimum (commonly $250,000) and its brochure identifies services for IRAs where appropriate and restrictions where margin or uncovered options are used. Yayati’s investment approach emphasizes quantitative methods (including Modern Portfolio Theory, Black‑Scholes option models, and optimization) delivered through a proprietary scalable platform, and it routinely uses exchange‑listed options and, for non‑retirement accounts, limited margin leverage (typically up to about 25% for moderate risk profiles). Strategies described in the brochure include collared allocations, option overlays designed for income or downside protection, and a VOLT overlay for managing concentrated, low‑basis stock positions (implemented with FLEX options); the brochure also notes that YAM does not provide financial planning or tax advice. Compared with many peer team firms, Yayati discloses use of derivatives and borrowing within separately managed accounts and describes strategy‑level examples and overlays in client materials, while maintaining a small reported AUM and a small client base despite a multi‑office presence and a five‑person advisory team. The firm’s brochure lists its proprietary technology and website as information sources and indicates materials that present strategy illustrations and results, and it states explicitly that YAM will not provide tax or financial planning services.

To learn more about the advisors currently working at Yayati Asset Management, 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.

You can also browse Yayati Asset Management, LLC's office locations.