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- Custodian
- Assetmark · Charles Schwab & Company · Goldman Sachs · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-19-2023
- Office Locations
- 3
Office Locations
About Yayati Asset Management, LLC
Yayati Asset Management designs option-overlay model portfolios for advisors, using collars and covered-call strategies to seek defined downside limits while retaining return potential across equity and bond exposures. Offerings include a retirement income separate account blending dividends, high-yield bonds and private corporate credit with an options “floor,” plus 60/40 and NASDAQ growth alternatives with drawdown guardrails. Delivered at scale via the PLASMA platform; led by CIO Jerry Chafkin.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Jeremiah Harrison Chafkin
Chief Investment Officer
- CRD
- #4029494
- Ownership
- 5% but less than 10%
MILAN RAJ PATEL
President
- CRD
- #5933647
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
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JOHN A. RAMEY III
--
- CRD
- #2925055
Showing 1 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,958,961 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,958,961 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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