Financial Advisor Guide
Companies

9YARDS CAPITAL MANAGEMENT LP

9YARDS CAPITAL MANAGEMENT LP

Phone 424-371-6926
Email HCHEN@9YARDSCAPITAL.COM
Website https://9yards.vc/
Organization CRD 299727
SEC 801-123773

About

9YARDS CAPITAL MANAGEMENT LP is a reputable financial advisory firm founded in 2010 and based in New York City. With a team of experienced financial professionals, the firm offers a wide range of services including investment management, financial planning, retirement planning, estate planning, tax planning, risk management, and cash management. The firm caters to high net worth individuals, families, corporations, and institutions. Their fee structure is based on a percentage of assets under management, aligning their interests with those of their clients. 9YARDS is committed to building long-term relationships with their clients through a personalized approach and innovative financial solutions. The firm has a clean disciplinary record and is registered with the SEC, making their Form ADV accessible to the public for transparency. With $500 million in assets under management and a team of 10 advisors with diverse expertise, 9YARDS is a reliable and well-established firm in the financial industry.

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 & 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, Advisors & Tenure

Assets Under Management
$500 million
Number of Advisors
10
Time in Business
9 years

Financial Services Offered

  • 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.

Disclosures

  • 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.

Firm Facts

Primary Business Name
9YARDS CAPITAL MANAGEMENT LP
SEC Region
NYRO
Organization CRD
299727
SEC
801-123773
Firm Type
Registered
Legal Name
9YARDS CAPITAL MANAGEMENT LP