Yandell Investments, LLC
● SEC registered since 2024CRD 332642SEC# 801-131115Orlando, FL
Reg. AUM
$171M
Employees
2
Accounts
337
Location
Orlando, FL
Yandell Investments, LLC assets under management
Yandell Investments, LLC operates as an SEC-registered investment adviser based in Orlando, FL. The firm has been registered since 2024. It reports $171 million in regulatory assets under management and employs 2 people.
Yandell Investments, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Neal Yandell Control | Managing Member | Over 75% | 2024 |
| Michael Anthony Derosa Control | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Yandell Investments, LLC manage?
Yandell Investments, LLC reports $171 million in regulatory assets under management on its Form ADV.
How many employees does Yandell Investments, LLC have?
Yandell Investments, LLC reports 2 employees.
Where is Yandell Investments, LLC located?
Yandell Investments, LLC is based in Orlando, FL and has been SEC-registered since 2024.
Does Yandell Investments, LLC disclose fund performance?
Yandell Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 626 West Yale Street, Orlando, FL 32804 |
| Phone | 407-898-5777 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$171M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$171Mregulatory AUM
Discretionary $171M