RIA Intelligence

Y INVESTMENTS, LLC

CRD #338675 SEC #802-134601 CHARLOTTE, NC 732-608-3499
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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Firm Details

Organization Type
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State of Formation
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Fiscal Year End
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Registration Date
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Latest Filing
Sep 22, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Yates, Noah, CroninIMANAGER AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

ERA
Sep 22, 2025 REGISTERED

Address

6705 LOUISBURG SQUARE LANE
CHARLOTTE, NC 28210
United States
Phone: 732-608-3499