# Yale Capital Corporation

Yale Capital Corporation is a RIA based in St. Petersburg, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** St. Petersburg, United States
- **Region:** North America
- **Address:** St. Petersburg, FL, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** www.yalecapitalcorp.com
- **LinkedIn:** https://www.linkedin.com/company/yale-capital-corp

## Regulatory record

- **CRD number:** 126992
- **SEC file number:** 801-64116
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126992

## About

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.

## People

- 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

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- [Y & H Soda Foundation](https://altss.com/profile/y-h-soda-foundation)
- [Yale New Haven Health System Pension Plans (YNHHS)](https://altss.com/profile/yale-new-haven-health-system-pension-plans-ynhhs)

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Last updated: 2026-08-11T15:08:42.881Z

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