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YAYATI ASSET MANAGEMENT, LLC
CRD 324099
4930 CAMPUS DR, NEWPORT BEACH, CA, 92660, United States
Phone
949-996-3200
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.0M
Discretionary AUM
$3.0M
Team
5 total employees; 4 advisory reps; 4 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3 | $2.0M |
| Corporations/business entities | 1 | $995K |
All web addresses on file
Official SEC filing: View on IAPD