Member · Yellow Wood Partners
Dana L. Schmaltz
CRD 1981968 · Named on Form ADV at one SEC-registered adviser
At a glance
Yellow Wood Partners, an SEC-registered private fund adviser based in Boston, MA with $2.4 billion in regulatory assets, lists Dana L. Schmaltz on its Form ADV as Member, a control person.
Firms and roles
- Yellow Wood PartnersMemberPrivate fund adviser · Boston, MA · $2.4B in regulatory assets
AtlasMembers
Dana’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Tracy J. PizziChief Compliance Officer, Chief Financial Officer, Partner, Yellow Wood Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.