Mount Yale

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Mount Yale — overview

Type

Private Equity Fund of Funds Manager

Location

Minneapolis, MN, US

Alternative Asset Class

PE

Established

1999

Firm Ownership

Independent Firm

Investment Team Staff

Total Staff

24

About

Mount Yale Capital Group is a Minneapolis-based investment company operating a private equity fund of funds vehicles. The firm focuses on alternative investments and customized portfolio construction. It is 100% owned by senior management with offices in Minneapolis and Denver. Affiliates of Mount Yale Capital Group include Mount Yale Investment Advisors, Mount Yale Asset Management, Mount Yale Securities, and Princeton Fund Advisors.
Asset ClassNo. of Funds Currently ManagedFunds Raised in the last 10 yearsEst. Dry PowderStrategies
Private Equity1Fund of Funds,Growth
Private Debt--
Real Estate--
Infrastructure--
Natural Resources--
Asset ClassNo. of Funds Currently ManagedAuMDate of AuMStrategies
Hedge Funds--

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Mount Yale - known decision makers (48)

Contact NamePositionLocationEmailTelephoneAsset Class
AdvisorMinneapolis, USPE
AdvisorMinneapolis, USPE
Advisor & Marketing ManagerMinneapolis, USPE
Advisor, AssociateMinneapolis, USPE
Advisor, DirectorMinneapolis, USPE

Showing 5 of 48 known decision makers Mount Yale

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Mount Yale - private capital funds managed (1)

Fund NameVintageStrategyStatusFund StructureClosed Size (MN)Target Size (MN)Primary Region Focus
Fund of FundsClosedCommingledNorth America

Showing 1 of 1 private capital fund managed by Mount Yale

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Mount Yale - known investors (3)

InvestorNumber of FundsTypeCityCountryAsset Class
1Private Sector Pension FundLos AngelesUSPE
1FoundationBaltimoreUSPE
1Corporate InvestorRadnorUSPE

Showing 3 of 3 known investors Mount Yale

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