About 9YARDS CAPITAL MANAGEMENT LP
9YARDS CAPITAL MANAGEMENT LP is a leading financial advisory firm that specializes in providing expert guidance and services to clients in various industries. With a team of experienced financial professionals, 9YARDS aims to help clients achieve their financial goals and make informed decisions about their investments.
How does the advisor help clients – Key Takeaways:
– Provides expert financial planning and investment advice
– Helps clients make informed decisions about their financial goals
– Offers a wide range of financial services tailored to each client’s specific needs
– Aims to build long-term relationships with clients based on trust and transparency
Facts and Insights
– Founded in 2010
– Based in New York City
– Well-established and reputable firm in the financial industry
– Team of experienced financial professionals with diverse backgrounds and expertise
– Recognized for innovative and personalized financial solutions
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 9 years |
Financial Services Offered
9YARDS CAPITAL MANAGEMENT LP offers a comprehensive range of financial services to individual and institutional clients. These include:
– Investment management
– Financial planning
– Retirement planning
– Estate planning
– Tax planning
– Risk management
– Cash management
Client Types
– High net worth individuals
– Families
– Corporations
– Institutions
Fees & Compensation
9YARDS CAPITAL MANAGEMENT LP operates on a fee-based compensation model, which means that the firm charges a percentage of assets under management as its fee. This fee structure aligns the firm’s interests with those of its clients, as the firm’s revenue is directly tied to the performance of its clients’ investments.
Background
9YARDS CAPITAL MANAGEMENT LP was founded in 2010 by a team of experienced financial professionals who saw a need for personalized and innovative financial solutions for clients. The firm has since become a reputable and established name in the financial industry, known for its expert guidance, personalized approach, and commitment to building long-term relationships with clients.
Financial Advisor Disclosures to Know
9YARDS CAPITAL MANAGEMENT LP is a registered investment advisor with the Securities and Exchange Commission (SEC). As required by the SEC, the firm’s Form ADV, which includes important information such as background, services, fees, and potential conflicts of interest, is available to the public on the SEC website. 9YARDS also has a clean disciplinary record, with no reported incidents or violations.