# The David J. Yvars Group

The David J. Yvars Group is a Bank / Wealth / Trust based in Valhalla, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Valhalla, United States
- **Region:** North America
- **Address:** Valhalla, NY, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** yvarsgroup.com
- **LinkedIn:** https://www.linkedin.com/company/the-david-j.-yvars-group

## Regulatory record

- **CRD number:** 328901
- **SEC file number:** 801-129169
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328901

## About

David J. Yvars founded the eponymous group in 2004, anchoring the practice in Westchester County, New York. The firm operates as a registered investment adviser, serving a client base of individuals, high-net-worth families, and institutional entities including pension and profit-sharing plans. Yvars positioned the firm as an allocator that blends traditional wealth management with access to alternatives. The group constructs client portfolios across public equities, fixed income, private credit, real estate, and hedge fund strategies. Rather than originating direct private investments, the firm functions as a gatekeeper, conducting manager selection and due diligence on third-party funds. It has historically directed capital into real estate partnerships, private debt vehicles, and multi-strategy alternative funds, targeting risk-adjusted returns for a conservative northeastern client base. Geographic exposure centers on US-based assets, with manager relationships concentrated in the New York metro area and select national sponsors. The firm maintains a lean operational footprint in Valhalla, with no known additional offices. In May 2024: The firm continued to file Form ADV with the SEC, confirming its ongoing registration and the persistent individual-plan and HNW advisory clientele that defines its book of business (per SEC filings, 2024). Adjacent vehicles or philanthropic structures tied to the firm have not been publicly disclosed. What distinguishes the Yvars Group from other suburban RIAs is its operational thesis — the firm was built to replicate an institutional consulting model at a scale accessible to individual millionaires, not billionaires. It operates without a family-office label, yet mimics the endowment-style mix of alternatives and traditional assets that larger single-family offices deploy, giving smaller clients a curated but externally-managed alternative sleeve.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds

## People

- David J. Yvars — Founder

## Questions

### Who runs investment decisions at The David J. Yvars Group?

David J. Yvars founded the firm and operates as the lead adviser. Based on the firm's regulatory filings, he maintains direct oversight of client accounts and portfolio construction, operating with a lean team that has not publicly named additional investment committee members or a separate CIO.

### Does the firm make direct private investments or invest via funds?

The Yvars Group allocates client capital primarily into third-party managed funds rather than originating direct deals. Its Form ADV disclosures point to a manager-selection model, routing assets into private credit, real estate, and hedge fund vehicles — functioning as a gatekeeper, not a direct underwriter.

### What types of clients does the firm serve?

The firm advises individuals, high-net-worth individuals, and institutional entities including pension and profit-sharing plans, according to SEC filings. Its client base is concentrated in the New York metropolitan area, with a mix of personal and retirement-plan assets under advisement.

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Last updated: 2026-06-03T20:00:00.000Z

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