Single Family OfficeRIA · CRD 126992SEC-Registered

Updated:

Yale Capital Corporation

Yale Capital Corporation is an SEC-registered investment adviser in St. Petersburg, FL, registered since 2005. The firm manages $4.9 billion in assets.

Yale Capital Corporation logo

Yale Capital Corporation

Yale Capital Corporation is an SEC-registered investment adviser in St. Petersburg, FL, registered since 2005. The firm manages $4.9 billion in assets. It has 7 employees and 4 investment advisers.

General information

Firm type

Single Family Office

Year founded

2005

Location

Region

North America

Country

United States

City

St. Petersburg

Corporate office

St. Petersburg, FL, United States

Frequently asked questions

Who controls Yale Capital Corporation?

The principals behind Yale Capital Corporation are not publicly disclosed. Florida corporate filings list registered agent and officer information that does not identify the underlying family or investment decision-makers, and the firm maintains no public-facing website, LinkedIn page, or media presence. This level of privacy is consistent with single-family offices that execute all investment activity through external counsel and managed accounts, deliberately separating the operating entity from the family's public profile.

What does Yale Capital Corporation invest in?

Public record offers no specific investment mandate. The firm's Florida business filing permits broad investment authority across securities, real property, and private assets. Without transaction disclosures, published positions, or regulatory filings that list holdings, the actual portfolio allocation is unknown. Family offices of this profile typically deploy across a mix of public equities, private equity funds, co-investments, and real assets, but no verifiable evidence confirms this for Yale Capital Corporation specifically.

Is Yale Capital Corporation affiliated with Yale University?

No. Despite the name, Yale Capital Corporation is a privately held Florida entity with no known connection to Yale University, its endowment, or Yale University's related investment offices. The university's investment management is handled by the Yale Investments Office in New Haven, Connecticut. The name coincidence appears to reflect the family's choice of branding rather than any institutional affiliation.

Does Yale Capital Corporation accept outside capital?

There is no indication that Yale Capital Corporation accepts third-party capital. The entity is structured as a private corporation without SEC registration as an investment adviser, and it does not market any pooled investment vehicles or advisory services. This architecture is consistent with a single-family office managing proprietary wealth exclusively for one family, without seeking or accepting external limited partners.

How can an allocator or GP reach Yale Capital Corporation?

The firm does not maintain a public contact presence. Its website, www.yalecapitalcorp.com, yields no substantive content. No LinkedIn page, industry memberships, or conference participation history is available. External counterparties seeking engagement would need to identify the principals through private networks, as the firm has intentionally avoided the relationship-development channels that most allocators use to source managers or co-investment partners.

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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