The YORKTOWN MANAGEMENT AND RESEARCH CO INC is a privately held investment adviser that advises $677.09mn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. YORKTOWN MANAGEMENT AND RESEARCH CO INC is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets decreased by 46.68% over the last 5-years.
The Group has been registered with the SEC for 41.49 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 106 ANNJO COURT SUITE A, FOREST, VIRGINIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 7 investment and 2 non-investment staff. The total number of Employees decreased by 52.63% over the last 5-years.
Their $677.09mn in assets advised are owned by 0 private funds, 4 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients total $677.09mn or 100% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse and Long/Short Equity, representing 76.47% and 23.53% of total assets, respectively.
They advise 1 types of clients, top clients are Investment Companies (IC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 4 private funds with $671.08mn in assets.
The Group discloses management fees.
YORKTOWN MANAGEMENT AND RESEARCH CO INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.