Yellow Wood Partners LLC

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Yellow Wood Partners LLC ✚
CRD #	161062
SEC #	801-78098
CIK #
AUM	2,380.5 M (2026-03-26)
Employees	22 (100% Investors, 0% Brokers)
Phone	617-500-6340
Address	One International Place Boston, MA 02110
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
PE	Yellow Wood Co-Invest Silk-A LP	[2024-03-21]		128.6 M
	Filed 2023-04-18 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Yellow Wood Co-Invest III LP	2022-03-30		5.0 M
PE	Yellow Wood Capital Partners III LP	[2021-03-24]	690.0 M	1,153.0 M
	Offered $750,000,000 · Filed 2021-12-28 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $60,000,000 · Duration One year or less · Revenue Decline to Disclose
PE	Yellow Wood Co-Invest JAX-A-2 LP	[2021-03-24]	15.5 M	13.9 M
	Offered $15,451,050 · Filed 2020-07-02 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose
PE	Yellow Wood Co-Invest Jax-B LP	[2021-03-24]	152.3 M	20.5 M
	Offered $152,314,783 · Filed 2020-07-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration More than one year · Revenue Decline to Disclose
PE	Yellow Wood Co-Invest Fortuna-A LP	[2020-03-27]	190.0 M	131.9 M
	Offered $190,000,000 · Filed 2019-10-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose
PE	Yellow Wood Co-Invest Fortuna-B LP	[2020-03-27]	190.0 M	214.0 M
	Offered $190,000,000 · Filed 2019-10-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose
PE	Yellow Wood Co-Invest Jax-A LP	[2018-10-01]	152.3 M	122.1 M
	Offered $152,314,783 · Filed 2020-07-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration More than one year · Revenue Decline to Disclose
PE	Yellow Wood Co-Invest Jax-B LP	[2018-10-01]	152.3 M	20.0 M
	Offered $152,314,783 · Filed 2020-07-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration More than one year · Revenue Decline to Disclose
PE	Yellow Wood Co-Invest II LP	2018-03-06		6.2 M
View All

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	10	2.4
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	10	2.4
By Discretionary
Discretionary	10	2.4
Non-Discretionary	0	0.0
Total	10	2.4
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		2.4
Total	10	2.4

Form D Directors	Role	# Filings	# Firms
Dana Schmaltz	Director, Executive Officer	24	2
Tad Yanagi	Director, Executive Officer	18	2
Kate McCabe	Executive Officer	2	2
Yellow Wood Capital Partners II GP LLC	Director	4	1
Yellow Wood Capital Partners II GP LP	Director	4	1
Yellow Wood Capital Partners III GP LP	Director	2	1
Yellow Wood Capital Partners III GP LLC	Director	2	1
Yellow Wood Capital Partners Fortuna GP LP	Director	1	1

Firm Profile (Form ADV)
Discretionary AUM	$0.2B
Serves	Institutional
Fund Types	Private Equity

Comparable Firms	State	AUM
Paceline Equity Partners LLC ✚	TX	2,427.3 M
Valeas Capital Partners Management LP ✚	CA	2,425.8 M
Align Capital Partners LP ✚	OH	2,408.3 M
Digital Alpha Advisors LLC ✚	NV	2,390.3 M
SCF Partners Inc ✚	TX	2,378.3 M
EOC Partners Advisors LP ✚	TX	2,366.9 M
New 2nd Capital Advisors LP ✚	NY	2,358.1 M
Empros Capital LLC ✚	CA	2,338.4 M
Everside Capital Partners LLC ✚	NY	2,336.8 M
CIVC Partners LP ✚	IL	2,334.4 M

Yellow Wood Partners LLC

Assets, Funds, Holdings