Private EquityRIA · CRD 141333

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Yorkville Asset Management

Yorkville Asset Management provides wealth management, estate and tax planning, and portfolio management services to high net worth individuals, foundations,...

Yorkville Asset Management logo

Yorkville Asset Management

Yorkville Asset Management provides wealth management, estate and tax planning, and portfolio management services to high net worth individuals, foundations, institutions, and family offices. The firm has made two investments, including a PIPE investment in CareRx on February 24, 2023.

General information

Firm type

Private Equity

Year founded

2001

Location

Region

North America

Country

Canada

City

Toronto

Corporate office

Toronto, ON, Canada

Frequently asked questions

What investment stage does Yorkville Asset Management target?

Yorkville focuses on pre-IPO rounds, providing capital to private companies in their final funding stage before a planned public listing. This late-stage mandate places the firm between later-stage venture capital and public-market crossover investing, concentrating deployment into companies with near-term IPO visibility.

How does Yorkville Asset Management differ from a traditional private equity firm?

Yorkville does not pursue the leveraged buyout or majority-control strategies typical of traditional private equity. Instead, it operates a single-strategy pre-IPO mandate, taking minority or structured positions in late-stage private companies. This makes its risk-return profile closer to crossover or growth-stage investing than to control-oriented buyout funds.

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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