Investment adviser · CRD 104826
CLEAN YIELD ASSET MANAGEMENT
Investment adviser filing (IA)
CLEAN YIELD GROUP INC
NORWICH, VT, United States · Form ADV filed Mar 3, 2026
- Regulatory AUM
- $571M Form ADV · Item 5.F
- Client accounts
- 667 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 155 | $508,432,667 | 89.0% |
| Individuals | 91 | $37,517,823 | 6.6% |
| Charities | 11 | $25,272,346 | 4.4% |
Filing source
Form ADV 2052779 · Mar 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 3, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
16 BEAVER MEADOW RD.NORWICH, VT, 05055, United States
CRD 104826
Filing source
Form ADV 2052779 · Mar 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.