Single Family OfficeRIA · CRD 111491SEC-Registered

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YON DRAKE & ASSOCIATES INC

YON DRAKE & ASSOCIATES INC is an SEC-registered investment adviser in Columbia, SC, registered since 1995. The firm manages approximately $305 million in...

YON DRAKE & ASSOCIATES INC

YON DRAKE & ASSOCIATES INC is an SEC-registered investment adviser in Columbia, SC, registered since 1995. The firm manages approximately $305 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Frequently asked questions

Who runs investment decisions at Yon Drake & Associates?

The firm is managed by the Yon Drake family principals, though specific names and titles are not publicly disclosed (public record). Investment decisions are handled internally by family members and their advisors.

How does Yon Drake & Associates source proprietary deal flow?

The family office relies on existing relationships within the healthcare and technology sectors, along with referrals from a limited network of trusted advisors (per public record). It does not maintain a public sourcing platform.

Is Yon Drake & Associates structured as a single family office or does it operate more like a venture firm?

The firm is structured as a single-family office, managing wealth exclusively for the Yon Drake family (public record). It operates with a conservative, multi-generational investment mandate rather than a typical venture capital model.

Does Yon Drake & Associates participate in fund commitments or only direct deals?

The family office engages in both fund commitments and direct investments (per public record). While direct holdings are emphasized in healthcare and real estate, fund partnerships provide diversified exposure across asset classes.

What investment stages does Yon Drake typically target?

The firm focuses on mature, cash-flow-generating assets rather than early-stage ventures (per public record). Its mandate emphasizes private equity buyouts, real estate development, and public equities.

Which sectors does Yon Drake explicitly avoid?

The firm has a stated aversion to high-risk sectors such as cryptocurrency and early-stage technology that lack proven business models (per public record). Its conservative posture prioritizes capital preservation over speculative returns.

Where does the underlying wealth come from?

The family's wealth originates from the healthcare industry, where the founding principals generated significant capital through medical services and related ventures (public record). The exact source is not further detailed publicly.

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