RIA · CRD 126992SEC-Registered

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Yale Capital Corporation

Yale Capital Corporation is an independent registered investment advisor serving high-net-worth individuals. Its team previously advised clients in the private...

Yale Capital Corporation logo

Yale Capital Corporation

Yale Capital Corporation is an independent registered investment advisor serving high-net-worth individuals. Its team previously advised clients in the private wealth divisions of major investment banks and formed the firm so personal interests are more directly aligned with clients. The firm offers tailored financial advice, tax-efficient asset management, relationship-focused client service, and customized MLP management, with portfolios overseen by its chief investment officer.

General information

Firm type

RIA

Year founded

2005

Location

Region

North America

Country

United States

City

St. Petersburg

Corporate office

St. Petersburg, FL, United States

Principals

Cheyne Pace

Chairman, President, and CIO

Stan Black

Chief Operating Officer

Andrew Hollister

Principal

Weston Newman

CFA, Vice President

Jennifer Wheeler

Compliance Manager

Kelly Collins

Client Services

Kimberly Marinari

Client Services

Lee Obenshain

Co-Founder

Frequently asked questions

What is Yale Capital Corporation?

Yale Capital Corporation is a ria headquartered in St. Petersburg, United States.

When was Yale Capital Corporation founded?

Yale Capital Corporation was founded in 2005.

Where is Yale Capital Corporation headquartered?

Yale Capital Corporation is headquartered in St. Petersburg, United States, in the North America region.

What does Altss track for Yale Capital Corporation?

Altss maintains an OSINT-verified profile of Yale Capital Corporation covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is Yale Capital Corporation's website?

Yale Capital Corporation's public website is www.yalecapitalcorp.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Yale Capital Corporation?

Yale Capital Corporation is classified by Altss as a RIA, operating from United States within the North America region.

How does Altss source intelligence on Yale Capital Corporation?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Yale Capital Corporation's Altss profile last updated?

Yale Capital Corporation's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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