YELLOW WOOD PARTNERS other names

{{ Info.Overview }}
Revenue: {{ Info.Revenue | formatUSD }} Headquarters: {{ Info.Headquarters }}
{{ Info.Homepage }}

Adviser Profile

As of Date:

03/21/2024

Adviser Type:

- Large advisory firm

Number of Employees:

17 21.43%

of those in investment advisory functions:

17 21.43%

Registration:

SEC, Approved, 6/5/2013

AUM:

2,119,680,941 21.25%

of that, discretionary:

2,119,680,941 21.25%

Private Fund GAV:

2,119,680,941 21.25%

Avg Account Size:

211,968,094 9.12%

SMA’s:

NO

Private Funds:

10 1

Contact Info

617 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 829M 553M 276M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Unilever sells slow-growing brands like Q-tips to private equity group
12/18/2023

Impulse body spray among products being sold to Yellow Wood as company focuses its biggest brands

Financial Times

Unilever to sell Elida Beauty to Yellow Wood
12/18/2023

investing.com

Unilever in advaned talks to sell Elida Beauty to PE firm Yellow Wood - Reuters
12/14/2023

Seeking Alpha

Yellow Wood Partners to acquire Unilever's Suave brand in North America
02/14/2023

Seeking Alpha

Judge: School district broke disability law, must pay $160K
04/06/2021

His parents enrolled him in Yellow Wood Academy, a private K-12 school in Mercer Island and filed a complaint against the Issaquah School District in August 2018 before their son started eighth grade.

houstonchronicle.com

Judge: School district broke disability law, must pay $160K
04/06/2021

His parents enrolled him in Yellow Wood Academy, a private K-12 school in Mercer Island and filed a complaint against the Issaquah School District in August 2018 before their son started eighth grade.

tulsaworld.com


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 10 $2,119,680,941

Similar advisers

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
HULL STREET ENERGY - - 1.9b - - - - 1.9b 1.9b 7
THE ELECTRUM GROUP LLC - - 1.7b - - - - 1.7b 1.7b 3
W CAPITAL PARTNERS - - 1.9b - - - - 1.9b 1.9b 8
ALIGNED CLIMATE CAPITAL LLC - - 187.5m - - - - 187.5m 1.8b 5
AMULET CAPITAL PARTNERS, L.P. - - 1.4b - - - - 1.4b 2.7b 7
SNOW PHIPPS GROUP, LLC - - 1.6b - - - - 1.6b 1.6b 11
SOLE SOURCE CAPITAL LLC - - 1.4b - - - - 1.4b 1.4b 5
DIVERSIS CAPITAL MANAGEMENT, L.P. - - 1.1b - - - - 1.1b 1.7b 14
LONGRANGE CAPITAL, L.P. - - 1.6b - - - - 1.6b 1.8b 1
BANNEKER PARTNERS LLC - - 2.0b - - - - 2.0b 2.0b 10

Private Funds



Employees




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.