YANKEE INVESTOR, LLC

YANKEE INVESTOR, LLC of NEW BEDFORD, MA is an SEC-registered investment adviser (CRD 289421). Regulatory assets under management: $11.0M.

Registration

• CRD: 289421
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289421 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search