Y
YRN Industries LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,215,749
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides discretionary portfolio management services to individual clients and currently manages about $1.2 million in client assets. It generally charges fees as a percentage of assets and may negotiate alternative or performance-based arrangements with qualified or high‑net‑worth clients.
Investment decisions are guided by fundamental analysis and the firm constructs portfolios of equity and debt securities and may use derivatives. The brochure discloses that the adviser may employ borrowing (margin) in client accounts and highlights the additional risks associated with derivatives and leverage, while tailoring portfolios to each client’s risk tolerance and agreed limitations.
Distinctive features include the firm’s explicit use of derivatives and margin/borrowing in client accounts — including separately managed accounts — which is uncommon among peers, and its stated willingness to work with qualified or high‑net‑worth investors under negotiated fee arrangements. The firm operates as a single supervised person who self‑supervises while completing an undergraduate degree, does not take custody of client assets, and relies on client input when selecting broker‑dealers.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
5% annually
Negotiated performance-based fees for qualified investors, calculated annually as a percentage of capital appreciation
Main office location
YRN Industries LLC
New York NY, United States
Number of offices
1
Most active in
YRN Industries LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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