# Yorkville Advisors

Yorkville Advisors is an Asset Manager based in Mountainside, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Mountainside, United States
- **Region:** North America
- **Address:** Mountainside, NJ, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** yorkvilleadvisors.com

## Regulatory record

- **CRD number:** 165390
- **SEC file number:** 801-126109
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-21T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165390

## About

Yorkville Advisors is a global investment manager providing flexible financing solutions to businesses worldwide. The firm focuses on customized financing and partnering for the long term, addressing smaller public companies historically ignored by traditional financing sources.

## Sectors

- Generalist

## People

- Mark Angelo — Founder

## Questions

### Who runs investment decisions at Yorkville Advisors?

Founder Mark Angelo leads the firm, supported by a core team that has been together since the early 2000s. Yorkville emphasizes a principals-driven model, meaning investment decisions are made by the leadership group rather than delegated to a large analyst bench. The firm has not disclosed additional named investment committee members or a formal CIO role.

### How does Yorkville Advisors source deal flow?

Yorkville focuses on a market segment it claims traditional financing sources ignore — smaller public companies alongside private businesses. The firm does not publicly detail its origination channels, but its two-decade operating history and global mandate suggest sourcing through direct outreach, intermediary networks, and repeat engagements with management teams. No external placement agents or proprietary data-driven sourcing tools are disclosed.

### What investment stages does Yorkville target?

The firm’s mandate covers seed-stage, early-stage venture, expansion and late-stage growth, buyouts, PIPEs, and venture debt. This broad range means Yorkville competes with traditional venture firms, growth equity shops, and structured credit providers, depending on the transaction.

### Does Yorkville participate in fund commitments or only direct deals?

Yorkville positions itself as a direct financing provider rather than a fund-of-funds allocator. The firm structures deals directly with portfolio companies — using preferred equity, convertible instruments, and senior or venture debt — rather than committing to external VC or PE funds. No fund commitment activity is publicly referenced.

### How is Yorkville’s team organized given its 20-year core group?

The firm highlights that its core investment team has remained intact for over 20 years, a retention rate that is atypical in asset management. It has not disclosed headcount or organizational hierarchy beyond founder Mark Angelo. No additional offices or regional teams are publicly listed.

## Related profiles

- [Yorktown Partners](https://altss.com/profile/yorktown-partners)
- [Yorkville Asset Management](https://altss.com/profile/yorkville-asset-management)

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

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