# Yellow Wood Partners

> Yellow Wood Partners is an SEC-registered investment advisory firm in Boston, MA, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 161062
- Filed as: YELLOW WOOD PARTNERS
- Legal name: Yellow Wood Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161062
- AdvisorCensus page: https://advisorcensus.com/firm/yellow-wood-partners-boston-ma-161062

## Quick answers

**How is Yellow Wood Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Yellow Wood Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Yellow Wood Partners located?**
Yellow Wood Partners' principal office is in Boston, MA, according to its Form ADV.

**Is Yellow Wood Partners registered with the SEC or a state?**
Yellow Wood Partners is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 161062.

**How much does Yellow Wood Partners manage?**
Yellow Wood Partners reports $2,380,534,738 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (100% discretionary).

**How have Yellow Wood Partners' assets and staff changed since 2021?**
In the Form ADV data for Yellow Wood Partners: Regulatory assets under management: $1,178,861,050 in the October 2021 data and $2,380,534,738 in the October 2026 data, up 102%. Total employees: 13 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Yellow Wood Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).

**Does Yellow Wood Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161062

**What changed in Yellow Wood Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 20 to 22. Regulatory assets under management went from $2,879,091,882 to $2,380,534,738 (-17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $2,380,534,738
- Discretionary: $2,380,534,738
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $2,380,534,738 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 22 total, 22 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)
- yellowwoodpartners.com
- LinkedIn @yellow-wood-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,178,861,050 | 13 | March 24, 2021 |
| October 2022 | $1,934,682,129 | 14 | May 26, 2022 |
| October 2023 | $1,748,203,979 | 14 | March 31, 2023 |
| October 2024 | $2,119,680,941 | 17 | March 21, 2024 |
| October 2025 | $2,879,091,882 | 20 | March 25, 2025 |
| October 2026 | $2,380,534,738 | 22 | July 29, 2026 |

Regulatory assets under management: $1,178,861,050 in the October 2021 data and $2,380,534,738 in the October 2026 data, up 102%.
Total employees: 13 in October 2021 and 22 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 20 to 22.
- Regulatory assets under management went from $2,879,091,882 to $2,380,534,738 (-17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Yellow Wood Partners (CRD 161062): Form ADV filing data as of October 2026.