RIA Intelligence

YANKEE ADVISERS LLC

CRD #109365 SEC #801-56174 WALTHAM, MA 781-895-9994
SEC Registered
Total AUM
$27.6M
Discretionary
$27.6M
Employees
5
Clients
--
Accounts
60

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 29, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HACKL, THOMAS, MICHAELIMEMBER BOARD OF MANAGERSNA Control
MCGRAW, JOSEPH, ANSELMIMANAGERE Control
MCGRAW, JOSEPH, ANSELMIMANAGERE Control
MCGRAW, JOSEPH, ANSELMIMEMBER BOARD OF MANAGERSD Control
MCGRAW, JOSEPH, ANSELMIMEMBER BOARD OF MANAGERSD Control
MCGRAW, JOSEPH, ANSELMIPRESIDENT / MEMBER BOARD OF MANAGERSD Control
REFCO GROUP LTD., LLCDEOWNERC Control
REFCO GROUP LTD., LLCDEOWNERC Control
REFCO GROUP LTD., LLCDEOWNERC Control
MCGRAW, MARK, PATIZIPRESIDENT / MEMBER BOARD OF MANAGERS / CHIEF COMPLIANCE OFFICERB Control
MCGRAW, MARK, PATIZIPRESIDENT / MEMBER BOARD OF MANAGERS / CHIEF COMPLIANCE OFFICERB Control
MCGRAW, MARK, PATIZIMANAGERB Control
MCGRAW, MARK, PATIZIMANAGERB Control
MCGRAW, MARK, PATIZIVICE-PRESIDENT / MEMBER BOARD OF MANAGERSB Control

Registrations

Federal

IA
Jan 29, 2007 REGISTERED

Notice Filings (2)

MA MD

Address

404 WYMAN STREET
SUITE 365
WALTHAM, MA 2451
USA
Phone: 781-895-9994