YELLOW WOOD PARTNERS

other names
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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, 06/05/2013
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

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count10 GAV$2,119,680,941

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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.