# THE DAVID J. YVARS GROUP INC.

THE DAVID J. YVARS GROUP INC. is an SEC-registered investment adviser.

## Registration

- CRD: 328901
- Type: SEC-registered investment adviser
- SEC file number: 801-129169
- Phone: (914) 741-9700
- Latest filing: 2026-02-04
- Regulatory AUM: $359.3M
- Discretionary AUM: $278.5M
- Non-discretionary AUM: $80.9M
- Clients: 6
- Accounts: 1,000

## Business model

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

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| David James Yvars | CHIEF EXECUTIVE OFFICER, SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | — |
| Mary Jo Collabolletta | CHIEF OPERATING OFFICER | — |
| David James Jr Yvars | CHIEF FINANCIAL OFFICER AND FINANCIAL ADVISOR | — |
| Joseph Dennis Lee | VICE PRESIDENT AND FINANCIAL ADVISOR | — |
| YVARS DAVID JAMES | CHIEF EXECUTIVE OFFICER, SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | — |
| LEE JOSEPH DENNIS | VICE PRESIDENT AND FINANCIAL ADVISOR | — |
| COLLABOLLETTA MARY JO | CHIEF OPERATING OFFICER | — |
| JR YVARS DAVID JAMES | CHIEF FINANCIAL OFFICER AND FINANCIAL ADVISOR | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328901/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328901/similar
- Related entities: https://search.stillhousedata.com/firm/328901/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328901

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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.