9AT: YELLOW WOOD PARTNERS

other names

YELLOW WOOD PARTNERS
YELLOW WOOD PARTNERS LLC

Adviser Profile

As of Date	03/25/2025
ADV Location	BOSTON, MA, United States
Adviser Type - Large advisory firm
Number of Employees	20 43%
of those in investment advisory functions	20 43%
Registration	SEC, Approved, 06/05/2013

AUM^*	2,879,091,882
of that, discretionary	2,879,091,882 65%
Private Fund GAV^*	2,879,091,882
Avg Account Size	287,909,188 48%
SMA’s	No
Private Funds	10
Contact Info	617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count10	GAV$2,879,091,882

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser HULL STREET ENERGY	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.3b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.3b	AUM3.3b	#Funds12
Adviser THE ELECTRUM GROUP LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.7b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.7b	AUM1.7b	#Funds5
Adviser W CAPITAL PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.7b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.7b	AUM2.4b	#Funds18
Adviser ALIGNED CLIMATE CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund229.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV229.8m	AUM1.8b	#Funds6
Adviser AMULET CAPITAL PARTNERS, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.0b	AUM3.1b	#Funds8
Adviser SNOW PHIPPS GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.5b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.5b	AUM1.5b	#Funds11
Adviser SOLE SOURCE CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.3b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.3b	AUM1.3b	#Funds7
Adviser DIVERSIS CAPITAL MANAGEMENT, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.8b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.8b	AUM2.1b	#Funds16
Adviser LONGRANGE CAPITAL, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.6b	AUM1.8b	#Funds1
Adviser BANNEKER PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.2b	AUM2.2b	#Funds11

Brochure Summary

Overview

Yellow Wood (“we,” “us,” “our,” or the “Firm”), is a Boston based private equity firm focused on investing in the consumer space with prospective target investments in companies with $15-100 million in EBITDA. Yellow Wood was founded in 2011 and is wholly owned by Mr. Schmaltz. Yellow Wood’s primary business is to direct private equity investments through brand carve outs, growth companies requiring deeper senior management experience to get to the next level, and stable cash flow companies/brands in need of management transition. Yellow Wood serves as an investment manager to related investment partnerships that make private equity investments in the securities of established businesses (each partnership, a “Private Equity Partnership” or “Partnership(s)”). Yellow Wood’s strategy is to make control-oriented investments or influential, non-control investments for the companies in which it invests.

Yellow Wood attempts to make investments of approximately $15 million to $350 million in equity investment size, in companies with stable revenue and cash flow businesses with high margin structure and will attempt to capitalize on flexible investment structures. In providing services to the Partnerships, Yellow Wood formulates the investment objective, directs and manages the investment and reinvestment of the Partnership’s assets, and provides periodic reports to the Partnership’s investors. Investment advice is provided directly to the Partnership and not individually to the limited partners of the Partnership. Yellow Wood manages the assets of the Partnership in accordance with the terms of the Partnership’s applicable governing documents. As of December 31, 2023, Yellow Wood managed regulatory assets under management (“RAUM”) of approximately US $2.1billion on a discretionary basis.

YELLOW WOOD PARTNERS

Adviser Profile

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Brochure Summary

Overview