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| Yellow Wood Partners LLC
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|---|---|
| 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) |
|---|
| 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 | |
| PE | Yellow Wood Capital Partners II LP | [2017-03-27] | 180.0 M | 585.4 M |
| Offered $360,000,000 · Filed 2017-04-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $180,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Yellow Wood Brand Follow-On Investments LP | [2016-05-11] | 15.0 M | 15.3 M |
| Offered $15,000,000 · Filed 2015-08-11 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Yellow Wood Brand Acquisition 2012 LP | 2013-05-16 | 68.3 M | |
| PE | Yellow Wood Brand Acquisition Co-Investment 2012 LP | 2013-05-16 | 20.4 M | |
| PE | Yellow Wood OTC Acquisition 2012 LP | 2013-05-16 | 1.9 M | |
| AUM Breakdown | Accounts | AUM ($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 | 2011 - 2026 |
|---|---|---|---|---|
| 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 |
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