Investment adviser · CRD 161062

YELLOW WOOD PARTNERS

Investment adviser filing (IA)

YELLOW WOOD PARTNERS LLC

BOSTON, MA, United States · Form ADV filed Jul 29, 2026

Regulatory AUM
$2.38B
Form ADV · Item 5.F
Client accounts
10
Accounts, not individual clients
Employees
22
Reported in this filing
Advisory professionals
22
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles10$2,380,534,738100.0%
Filing source

Form ADV 2122647 · Jul 29, 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

15 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

YELLOW WOOD CAPITAL PARTNERS III, L.P.Private Equity Fund · Last reported Jul 29, 2026$1.15BGross asset value

Form D fundraising filings

Yellow Wood Capital Partners III, L.P.

Auditor KPMG LLP BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 185

Fund details & source
Fund ID
805-6732343551
Reported beneficial owners
18
Minimum commitment
$0
Form D file number
021-371023

Form ADV 2122647 · Jul 29, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

YELLOW WOOD CAPITAL PARTNERS II, L.P.Private Equity Fund · Last reported Jul 29, 2026$585MGross asset value

Form D fundraising filings

Yellow Wood Capital Partners II, L.P.

Auditor KPMG LLP BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 185

Fund details & source
Fund ID
805-8670285410
Reported beneficial owners
11
Minimum commitment
$0
Form D file number
021-278305

Form ADV 2122647 · Jul 29, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

YELLOW WOOD CO-INVEST FORTUNA-B, L.P.Private Equity Fund · Last reported Jul 29, 2026$214MGross asset value
Auditor KPMG LLP BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 185

Fund details & source
Fund ID
805-7442097385
Reported beneficial owners
11
Minimum commitment
$0
Form D file number
021-344278

Form ADV 2122647 · Jul 29, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

YELLOW WOOD CO-INVEST FORTUNA-A, L.P.Private Equity Fund · Last reported Jul 29, 2026$132MGross asset value
Auditor KPMG LLP BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 185

Fund details & source
Fund ID
805-4328544681
Reported beneficial owners
6
Minimum commitment
$0
Form D file number
021-344278

Form ADV 2122647 · Jul 29, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

YELLOW WOOD CO-INVEST SILK-A, L.P.Private Equity Fund · Last reported Jul 29, 2026$129MGross asset value

Form D fundraising filings

Yellow Wood Co-Invest Silk-A, L.P.

Auditor KPMG LLP BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 185

Fund details & source
Fund ID
805-8302408321
Reported beneficial owners
4
Minimum commitment
$0
Form D file number
021-479247

Form ADV 2122647 · Jul 29, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

YELLOW WOOD CO-INVEST JAX-A, L.P.Private Equity Fund · Last reported Jul 29, 2026$122MGross asset value
Auditor KPMG LLP BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 185

Fund details & source
Fund ID
805-4739236258
Reported beneficial owners
7
Minimum commitment
$0
Form D file number
021-319454

Form ADV 2122647 · Jul 29, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

YELLOW WOOD CO-INVEST JAX-B, L.P.Private Equity Fund · Last reported Jul 29, 2026$20.5MGross asset value
Auditor KPMG LLP BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 185

Fund details & source
Fund ID
805-6434812408
Reported beneficial owners
1
Minimum commitment
$0
Form D file number
021-319454

Form ADV 2122647 · Jul 29, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 29, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

ONE INTERNATIONAL PLACE, SUITE 3420
BOSTON, MA, 02110, United States

CRD 161062

Filing source

Form ADV 2122647 · Jul 29, 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.