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Yorkshire Capital Management LLC (Chicago)


Yorkshire Capital Management LLC is an adviser based in Chicago. It manages $585 thousand of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Florida.

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Yorkshire Capital Management provides portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Yorkshire Capital Management: assets under management

The assets under management (AUM) of Yorkshire Capital Management LLC is $585 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $585 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $195 thousand each.
Yorkshire Capital Management has custody of $585 thousand in cash and securities for 2 clients in total and acts as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Yorkshire Capital Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chicago

The principal office where Yorkshire Capital Management LLC performs its advisory services is located at 2251 W St Paul Ave, Chicago, IL 60647, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-808-1236. The normal business hours are 0800-1700 on Monday - Friday. You can find more information about the New York firm at www.yorcap.com.


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