RIA Intel›Advisers›California›YAYATI ASSET MANAGEMENT, LLC

YAYATI ASSET MANAGEMENT, LLC

Advisory

NEWPORT BEACH, CA

Data as of Jul 28, 2026 · Source: SEC Form ADV

Rank in CA

#5,079

of 5,480 advisers by AUM

Average account

$592K

across 5 accounts

AUM per adviser

$740K

4 advisers

Source: SEC Form ADV. Figures as filed Jul 28, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees5

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

4 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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