Firm profile

YORKVILLE AMERICA EQUITIES, LLC

MOUNTAINSIDE, NJCRD 336431Latest ADV March 31, 2026

Yorkville America Equities, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mountainside, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $43M in regulatory assets under management, 3 employees, and 5 accounts.

Assets Under Management
$43M
Employees
3
Offices
--
Total Clients
5
Primary office
MOUNTAINSIDE, NJ
1012 SPRINGFIELD AVE, MOUNTAINSIDE, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOTroy J. Rillo
CCOBarrett O. Schultz

Advisory services offered

3 types reported
Other advisory services
Portfolio management for investment companies
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$43Mas of March 31, 2026
Discretionary100.0%
$43M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$43M
Total Accounts5
10Y AUM Change+$43M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee2:1
10Y Employee Change+1 (+50.0%)

* 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.