Yellow Wood Partners LLC
● SEC registered since 2013CRD 161062SEC# 801-78098Boston, MA
Ranks #2,004 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.38B
Fund GAV
$2.38B
Private funds
10
Employees
22
Accounts
10
Location
Boston, MA
Yellow Wood Partners LLC assets under management
Yellow Wood Partners LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2013. It reports $2.4 billion in regulatory assets under management and employs 22 people. Yellow Wood Partners LLC manages 10 private funds with combined gross assets of $2.4 billion, including Yellow Wood Capital Partners III, L.P. By regulatory assets, it ranks 2,004 of 6,004 private fund managers.
Yellow Wood Partners LLC private funds
10 funds · $2.38B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Yellow Wood Capital Partners III, L.P. | Private Equity | $1.15B | — |
| Yellow Wood Capital Partners II, L.P. | Private Equity | $585.4M | — |
| Yellow Wood Co-Invest Fortuna-B, L.P. | Private Equity | $214M | — |
See all 10 funds — unlock the full record.
Join to unlock · $37/moYellow Wood Partners LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dana Larkin Schmaltz Control | Member | Over 75% | 2010 |
| Tracy Jane Pizzi Control | Chief Compliance Officer, Chief Financial Officer, Partner | Under 5% | 2016 |
Frequently asked questions
How much does Yellow Wood Partners LLC manage?
Yellow Wood Partners LLC reports $2.4 billion in regulatory assets under management on its Form ADV.
How many private funds does Yellow Wood Partners LLC manage?
Yellow Wood Partners LLC manages 10 private funds with combined gross assets of $2.4 billion.
How many employees does Yellow Wood Partners LLC have?
Yellow Wood Partners LLC reports 22 employees.
Where is Yellow Wood Partners LLC located?
Yellow Wood Partners LLC is based in Boston, MA and has been SEC-registered since 2013.
Does Yellow Wood Partners LLC disclose fund performance?
Yellow Wood Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One International Place, Suite 3420, Boston, MA 02110 |
| Phone | 617-500-6340 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.38B▼ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
AUM vs fund managersTop 33%
Larger than 67% of 6,004 private-fund managers
Number of fundsTop 25%
More funds than 75% of fund managers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$2.38Bregulatory AUM
Discretionary $2.38B
Service providers
Auditor