{
  "crd_number": 165390,
  "slug": "yorkville-advisors-global-lp-mountainside-nj-165390",
  "primary_business_name": "YORKVILLE ADVISORS GLOBAL, LP",
  "legal_name": "YORKVILLE ADVISORS GLOBAL, LP",
  "dbas": [],
  "city": "Mountainside",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-07-15",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-05-21",
  "carried_forward": false,
  "raum_total": 900035313.0,
  "raum_discretionary": 900035313.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 23,
  "advisory_employees": 21,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 900035313.0,
      "count": 3
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/yorkville-advisors-llc",
    "https://yorkvilleadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165390",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "MOUNTAINSIDE",
  "url": "https://advisorcensus.com/firm/yorkville-advisors-global-lp-mountainside-nj-165390",
  "display_name": "Yorkville Advisors Global, LP",
  "summary": "Yorkville Advisors Global, LP is an SEC-registered investment advisory firm in Mountainside, NJ, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 21, 2026.",
  "citation": "AdvisorCensus. Yorkville Advisors Global, LP (CRD 165390): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Yorkville Advisors Global, LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Yorkville Advisors Global, LP reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Yorkville Advisors Global, LP located?",
      "a": "Yorkville Advisors Global, LP's principal office is in Mountainside, NJ, according to its Form ADV."
    },
    {
      "q": "Is Yorkville Advisors Global, LP registered with the SEC or a state?",
      "a": "Yorkville Advisors Global, LP is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 165390."
    },
    {
      "q": "How much does Yorkville Advisors Global, LP manage?",
      "a": "Yorkville Advisors Global, LP reports $900,035,313 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary)."
    },
    {
      "q": "How have Yorkville Advisors Global, LP's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Yorkville Advisors Global, LP: Regulatory assets under management: $224,792,736 in the October 2022 data and $900,035,313 in the October 2026 data, up 300%. Total employees: 22 in October 2022 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Yorkville Advisors Global, LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Does Yorkville Advisors Global, LP report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165390"
    },
    {
      "q": "What changed in Yorkville Advisors Global, LP's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 224792736.0,
      "total_employees": 22,
      "filing_date": "2022-06-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 323405607.0,
      "total_employees": 22,
      "filing_date": "2023-08-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 323105864.0,
      "total_employees": 23,
      "filing_date": "2024-08-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 631927831.0,
      "total_employees": 25,
      "filing_date": "2025-06-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 900035313.0,
      "total_employees": 23,
      "filing_date": "2026-05-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 22 to 21.",
        "Regulatory assets under management went from $631,927,831 to $900,035,313 (+42%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/yorkville-advisors-global-lp-mountainside-nj-165390.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 900035313.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165390",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}