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 serves institutional clients—acting as a subadviser or authorized agent to primary advisers—and high‑net‑worth individuals and trusts through retail YAM Strategies. The firm provides quantitative portfolio management, custom strategies, and options‑based overlay solutions for income generation, risk management, or growth, and the brochure explicitly states YAM does not provide financial planning or tax advice. YAM’s investment approach is model‑driven: it uses a proprietary scalable platform that incorporates Modern Portfolio Theory, Black‑Scholes option pricing, and optimization techniques to build and trade strategies. Implementations described in the brochure include collared allocations, covered calls, put purchases, multi‑leg option collars, use of interval funds, FLEX options for its VOLT strategy, and margin financing (typically up to about 25% for moderate risk profiles) for certain retail and separately managed accounts. What distinguishes the firm among peers is the combination of boutique scale—reporting $2,958,961 in assets under management—an institutional subadvisory business, and disclosures of both performance results and hypothetical performance for its strategies in its brochure. The firm’s common‑control relationship with a technology affiliate (Yayati Tech) that provides analytical and execution services, plus its explicit use of derivatives and margin in separately managed accounts, are features the brochure highlights as material to how YAM operates.

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.