# YHB Investment Advisors

YHB Investment Advisors is an Asset Manager based in West Hartford, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** West Hartford, United States
- **Region:** North America
- **Address:** Farmington, CT, United States
- **Founded:** 1993
- **Assets under management:** $300M - $600M (Altss estimate)
- **Website:** yhb.com

## Regulatory record

- **CRD number:** 105434
- **SEC file number:** 801-35916
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-18T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105434

## About

YHB Investment Advisors Inc is an SEC-registered investment adviser in West Hartford, CT-progressing since 1990. The firm manages approximately $2.3 billion in regulatory assets. It has 30 employees and 20 investment advisers.

## Sectors

- Public Equities
- Fixed Income

## People

- Benson Newell — President and Portfolio Manager
- John Y. Kim — Chairman

## Questions

### Who makes the investment decisions at YHB?

Benson Newell, as President and Portfolio Manager, runs the equity strategies day-to-day. John Y. Kim, the founder and Chairman, remains active in setting the firm's value-investing framework. The team is small enough that all portfolio decisions pass through senior principals with direct client accountability.

### What is YHB's investment style?

The firm practices concentrated, long-only value investing. Equity portfolios hold roughly 25–35 names selected for durable competitive advantages, high returns on capital, and management quality. Fixed income allocations emphasize individual bonds held to maturity rather than bond funds, allowing precise duration and credit management.

### Does YHB have any institutional clients?

The firm's client base historically centers on high-net-worth families and individuals, though it has served small institutional mandates such as endowments and retirement plans. YHB does not market to large pension funds, sovereign wealth funds, or other major institutional allocators.

### How is YHB structurally different from a brokerage or wirehouse?

YHB is a registered investment advisor (RIA) with a fiduciary obligation to clients. It does not sell proprietary products or earn commissions. The firm's principals invest their own money alongside client accounts, creating a direct co-investment alignment uncommon among advisory practices of its size.

### What does YHB avoid in portfolio construction?

YHB explicitly avoids speculative allocations to cryptocurrencies and does not engage in short-selling or derivatives strategies. The firm also shows no appetite for private equity, venture capital, or hedge fund commitments, maintaining a traditional public-markets focus.

### What is YHB's geographic coverage for investments?

The portfolio concentrates almost exclusively on US-domiciled companies. While individual holdings such as multinational corporations generate revenue globally, YHB's stock selection universe is domestic public equities and US Treasury, municipal, and corporate bonds.

## Related profiles

- [YGC Wealth](https://altss.com/profile/ygc-wealth)
- [YO-DA](https://altss.com/profile/yo-da)

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

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