$11.1M Total AUM
$11.1M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-10-2024
- Office Locations
- 1
Office Locations
-- Fallbrook CA
About Yorkville Capital Management LLC
Yorkville Capital Management is a boutique California RIA serving retail clients, including entrepreneurs, with discretionary portfolio management plus portfolio construction and insurance support. The firm emphasizes asset allocation and risk management, with allocations spanning mutual funds and alternatives/real assets such as hedge funds, real estate, and infrastructure. Custody includes Schwab and Morgan Stanley.
Team overview
-- AVG AGE
$11.1M AVG AUM / ADVISOR
$411.0K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DARREN R. SCHURINGA
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4381128
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,095,856 | $319,343 |
| Non-Discretionary | $0 | -- |
| Total | $11,095,856 | $319,343 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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