Yakira Capital Management, Inc
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Overview
Yakira Capital Management, Inc is a financial advisor company that has its headquarters in Westport, Connecticut. The firm controls $564.0 million in total assets over three accounts, making it one of the bigger investment advisory firms in the nation by assets under management (AUM). Yakira Capital Management, Inc has a small group, including 3 financial advisors. Yakira Capital Management, Inc is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial assets like bonds, equities and options.
Yakira Capital Management, Inc manages all of the firm's client assets in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make buy and sell judgments without requiring client permission. Yakira Capital Management, Inc supervises roughly $188.0 million in assets for every account. The typical advisor at Yakira Capital Management, Inc manages about one client account, placing it among the most individualized financial advisor firms in the country.
The firm's main office is located at 1555 Post Road East, Westport, Connecticut 6880. Yakira Capital Management, Inc is allowed to serve investors in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Yakira Capital Management, Inc by the Numbers
$564.0 million
4
3
$188.0 million
Fee Structure
Fees for financial advisory services vary depending on which service is offered. Fee types charged by the company likely include some combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Yakira Capital Management, Inc.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Yakira Capital Management, Inc works with pooled investment vehicles. Out of its three clients, Yakira Capital Management, Inc's biggest client group by number of accounts is pooled investment vehicles. Around 67% of the firm's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Yakira Capital Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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