Private fund adviser · Mountainside, NJ
Yorkville Advisors Global, LP
SEC-registered investment adviser · CRD 165390 · SEC 801-126109
At a glance
Yorkville Advisors Global, LP is an SEC-registered investment adviser based in Mountainside, New Jersey, with $900 million in regulatory assets under management as of its Form ADV filed May 21, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,419th of 4,686 private fund advisers and 5,708th of 17,210 SEC-registered advisers by assets.
Main office 201-536-5110yorkvilleadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $900M
- Rank among private fund advisers
- #2,419 of 4,686
- Rank among all SEC RIAs
- #5,708 of 17,210
- Rank in New Jersey
- #111 of 392
- Clients
- 3
- Accounts
- 3
- Discretionary
- 100% of AUM
- Employees
- 23
- Advisory staff
- 21
- Offices
- 1
Owners and executives on its Form ADV
- Mark A. AngeloPresident/managing Partner/limited Partner
- Matthew J. BeckmanManaging Partner/limited Partner
- David N. GonzalezGeneral Counsel/chief Compliance Officer
- Troy J. RilloPartner
- Michael A. RosselliPartner
Custody and brokerage
Custodian
Yorkville Advisors Global, LP’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Yorkville Securities, LLC.
- Yorkville Securities, LLC ↗CRD 330480
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
Its Form ADV brochure (filed March 2026) names Yorkville Securities as the broker-dealer its advisers are registered with.
Matthew Beckman, Michael Rosselli and Troy Rillo are registered representatives of Yorkville Securities.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 3 | $900M | 100% |
Private funds
Yorkville Advisors Global, LP reports 3 private funds with $900M in gross assets: hedge funds, private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Yorkville Advisors Global, LP answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- Fixed fees
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗yorkvilleadvisors.com ↗
AtlasMembers
The full record on Yorkville Advisors Global, LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 2,194 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Yorkville Advisors Global, LP manage?
Yorkville Advisors Global, LP reports $900 million in regulatory assets under management across 3 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 21, 2026.
What kind of firm is Yorkville Advisors Global, LP?
Yorkville Advisors Global, LP is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Yorkville Advisors Global, LP’s clients?
By assets, its largest client types are pooled investment vehicles ($900 million, 3 clients).
Does Yorkville Advisors Global, LP manage private funds?
Yes. It reports 3 private funds with $900 million in gross assets, including hedge funds, private equity funds.
Does Yorkville Advisors Global, LP have any disciplinary history?
Yorkville Advisors Global, LP answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Yorkville Advisors Global, LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →