Yellow Wood Partners

SEC-regulated
Registered investment advisor
Yellow Wood Partners, LLC is a Boston-based private equity firm established in 2011, specializing in investing in the consumer space with target companies having $15 - 100 million in EBITDA. The firm focuses on control-oriented or influential, non-control investments in stable revenue and cash flow businesses with high-margin structures. Yellow Wood manages private equity investments through brand carve-outs, growth companies, and stable cash flow companies/brands. As of December 31, 2024, the firm managed approximately US $2.88 billion in regulatory assets under management on a discretionary basis. For its services, Yellow Wood charges management fees payable in quarterly installments in advance, with the possibility of fee reductions at the firm's discretion. Performance-based fees may also apply. The firm provides advisory services to ten private equity partnerships, operating as pooled investment vehicles. Yellow Wood's investment strategies involve sourcing opportunities through industry knowledge, conducting due diligence, and adding value post-investment through operational expertise. Yellow Wood has not been involved in any legal or disciplinary events in the past 10 years. The firm does not pay advisory fees for client referrals and does not charge portfolio companies certain fees. Partnership assets are held by qualified custodians, and the firm has investment discretion as outlined in each Partnership Agreement. Yellow Wood has not filed for bankruptcy and maintains financial stability.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.

We can advise you on

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting