# YANKEE INVESTOR, LLC

YANKEE INVESTOR, LLC of NEW BEDFORD, MA is an SEC-registered investment adviser.

## Registration

- CRD: 289421
- Type: SEC-registered investment adviser
- Location: 128 UNION STREET, NEW BEDFORD, MA, 02740
- Phone: (508) 738-4088
- Latest filing: 2025-08-29
- Regulatory AUM: $11.0M
- Discretionary AUM: $11.0M
- Clients: 1
- Accounts: 53

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289421/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289421/similar
- Related entities: https://search.stillhousedata.com/firm/289421/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289421

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.