9AT: YELLOW WOOD PARTNERS

Adviser Profile

As of Date	03/26/2026
Registration	SEC, Approved, 06/05/2013
ADV Location	BOSTON, MA, United States
Contact Info	617 xxxxxxx
Websites

AUM^*	2,380,534,738 12%
of that, discretionary	2,380,534,738 12%
Number of Employees	22 29%
of those in investment advisory functions	22 29%
Private Fund GAV^*	2,380,534,738 -17%
Avg Account Size	238,053,474 12%
SMA’s	No
Private Funds	10

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

	Count	GAV
{{ TypeColumnLabel }} {{ item.FundType }}	Count{{ formatCount(item.FundsCount) }}	GAV{{ formatGAV(item.AUM) }}

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser FIC PARTNERS MANAGEMENT, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund929.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV929.2m	AUM2.0b	#Funds22
Adviser AMULET CAPITAL PARTNERS, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.6b	AUM2.5b	#Funds10
Adviser MILL POINT CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.9b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.9b	AUM3.5b	#Funds9
Adviser HULL STREET ENERGY	Hedge Fund-	Liquidity Fund-	Private Equity Fund4.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV4.6b	AUM4.6b	#Funds12
Adviser SOLE SOURCE CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.0b	AUM2.0b	#Funds7
Adviser OCEANSOUND PARTNERS, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund6.9b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV6.9b	AUM6.9b	#Funds33
Adviser DIVERSIS CAPITAL MANAGEMENT, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.2b	AUM3.4b	#Funds17
Adviser BANNEKER PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.4b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.4b	AUM3.4b	#Funds12
Adviser LONGRANGE CAPITAL, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.2b	AUM2.2b	#Funds1
Adviser ALIGNED CLIMATE CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund230.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV230.7m	AUM1.8b	#Funds6

Brochure Summary

Overview

Yellow Wood (“we,” “us,” “our,” or the “Firm”), is a Boston based private equity firm focused on investing in the consumer space with prospective target investments in companies with $15-100 million in EBITDA. Yellow Wood was founded in 2011 and is wholly owned by Mr. Schmaltz. Yellow Wood’s primary business is to direct private equity investments through brand carve outs, growth companies requiring deeper senior management experience to get to the next level, and stable cash flow companies/brands in need of management transition. Yellow Wood serves as an investment manager to related investment partnerships that make private equity investments in the securities of established businesses (each partnership, a “Private Equity Partnership” or “Partnership(s)”). Yellow Wood’s strategy is to make control-oriented investments or influential, non-control investments for the companies in which it invests.

Yellow Wood attempts to make investments of approximately $15 million to $350 million in equity investment size, in companies with stable revenue and cash flow businesses with high margin structure and will attempt to capitalize on flexible investment structures. In providing services to the Partnerships, Yellow Wood formulates the investment objective, directs and manages the investment and reinvestment of the Partnership’s assets, and provides periodic reports to the Partnership’s investors. Investment advice is provided directly to the Partnership and not individually to the limited partners of the Partnership. Yellow Wood manages the assets of the Partnership in accordance with the terms of the Partnership’s applicable governing documents. As of December 31, 2023, Yellow Wood managed regulatory assets under management (“RAUM”) of approximately US $2.1billion on a discretionary basis.

YELLOW WOOD PARTNERS

YELLOW WOOD PARTNERS

YELLOW WOOD PARTNERS LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview

Need help?

Send a question to 9AT support.

YELLOW WOOD PARTNERS YELLOW WOOD PARTNERS YELLOW WOOD PARTNERS LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview

YELLOW WOOD PARTNERS

YELLOW WOOD PARTNERS

YELLOW WOOD PARTNERS LLC