# Yankee Investor, LLC

> Yankee Investor, LLC is a state-registered investment advisory firm in New Bedford, MA, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 29, 2025.

- CRD: 289421
- Filed as: YANKEE INVESTOR, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New Bedford, MA
- Filing period: October 2026
- Form ADV filing dated: August 29, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289421
- AdvisorCensus page: https://advisorcensus.com/firm/yankee-investor-llc-new-bedford-ma-289421

## Quick answers

**How is Yankee Investor, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Yankee Investor, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Yankee Investor, LLC located?**
Yankee Investor, LLC's principal office is in New Bedford, MA, according to its Form ADV.

**Is Yankee Investor, LLC registered with the SEC or a state?**
Yankee Investor, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289421.

**How much does Yankee Investor, LLC manage?**
Yankee Investor, LLC reports $11,000,300 in regulatory assets under management in its Form ADV filing dated August 29, 2025 (100% discretionary).

**What types of clients does Yankee Investor, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39).

**Does Yankee Investor, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/289421

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $11,000,300
- Discretionary: $11,000,300
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $11,000,300 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- yankeeinvestor.com
- LinkedIn @robert-sullivan
- X @yankeeinvestor

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Yankee Investor, LLC (CRD 289421): Form ADV filing data as of October 2026.