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| Happy Holidays!! thanks for using AUM13F!! |
| Yellow Wood Partners LLC
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| CRD # | 161062 |
| SEC # | 801-78098 |
| CIK # | |
| AUM | $2.9 B (2025-03-25) |
| Employees | 20 (100% Investors, 0% Brokers) |
| Phone | 617-500-6340 |
| Address | One International Place Boston, MA 02110 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Yellow Wood Co-Invest Silk-A LP | [2024-03-21] | 0.0 | 125.9 |
| PE | Yellow Wood Co-Invest III LP | 2022-03-30 | 6.3 | |
| PE | Yellow Wood Capital Partners III LP | [2021-03-24] | 690.0 | 1,478.2 |
| PE | Yellow Wood Co-Invest Jax-A-2 LP | [2021-03-24] | 15.5 | 24.8 |
| PE | Yellow Wood Co-Invest Jax-B LP | [2021-03-24] | 152.3 | 36.4 |
| PE | Yellow Wood Co-Invest Fortuna-A LP | [2020-03-27] | 190.0 | 117.9 |
| PE | Yellow Wood Co-Invest Fortuna-B LP | [2020-03-27] | 190.0 | 192.2 |
| PE | Yellow Wood Co-Invest Jax-A LP | [2018-10-01] | 152.3 | 219.3 |
| PE | Yellow Wood Co-Invest Jax-B LP | [2018-10-01] | 152.3 | 20.0 |
| PE | Yellow Wood Co-Invest II LP | 2018-03-06 | 7.0 | |
| PE | Yellow Wood Capital Partners II LP | [2017-03-27] | 180.0 | 671.0 |
| PE | Yellow Wood Brand Follow-On Investments LP | [2016-05-11] | 15.0 | 15.3 |
| PE | Yellow Wood Brand Acquisition 2012 LP | 2013-05-16 | 68.3 | |
| PE | Yellow Wood Brand Acquisition Co-Investment 2012 LP | 2013-05-16 | 20.4 | |
| PE | Yellow Wood OTC Acquisition 2012 LP | 2013-05-16 | 1.9 |
| 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 | 2.9 |
| (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 | 2.9 |
| By Discretionary | ||
| Discretionary | 10 | 2.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 10 | 2.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Dana Schmaltz | 24 | ||
| Tad Yanagi | 18 | ||
| Kate McCabe | 2 | ||
| Yellow Wood Capital Partners II GP LLC | 4 | ||
| Yellow Wood Capital Partners II GP LP | 4 | ||
| Yellow Wood Capital Partners III GP LP | 2 | ||
| Yellow Wood Capital Partners III GP LLC | 2 | ||
| Yellow Wood Capital Partners Fortuna GP LP | 1 |
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