YH&C INVESTMENTS INC.
CRD 129823
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$27.9M
Discretionary AUM
$4.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; NO CHARGE FOR CLIENTS IF PORTFOLIO ASSETS< DEPOSITED CAPITAL
Org form
Other (specify)
Filing date
2026-01-20
Disciplinary history
No
Verify reputation
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- SEC IAPD →
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $2.2M |
| High net worth individuals | 16 | $17.2M |
All web addresses on file
- HTTPS://WWW.Y-HC.COM
- HTTP://IBKRAM.COM/YHC-INVESTMENTS?PORTFOLIO=CONCENTRATED-GARP
- HTTPS://TWITTER.COM/YBOCK
- HTTP://IBKRAM.COM/YHC-INVESTMENTS?PORTFOLIO=LONG-TERM-GARP
- HTTPS://WWW.LINKEDIN.COM/IN/YALE-BOCK-6A33892
- https://yhcinvestments.substack.com/publish/posts/detail/155839176?referrer=%2Fpublish%2Fposts
- HTTPS://WWW.FACEBOOK.COM/Y-H-C-INVESTMENTS-20643572341/?REF=BOOKMARKS
Official SEC filing: View on IAPD