Yunistone Investment Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated February 10, 2026, reports $120M in regulatory assets under management, 1 employee, and 66 accounts.
Assets Under Management
$120M
Employees
1
Offices
--
Total Clients
14
Primary office
CHICAGO, IL
125 SOUTH WACKER DRIVE, SUITE 300, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 92.9% of total clients.
Top client categories% of clientsClients
1
HNWI
92.9%
13
2
Individuals
7.1%
1
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$120Mas of February 10, 2026
Discretionary69.7%
$83M
70% of total RAUM69.7%
Non-discretionary30.3%
$36M
30% of total RAUM30.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$120M
Total Accounts66
10Y AUM Change+$16M (+15.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee14:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.