Yellow Wood Partners

Private Equity SEC-registered adviser

Legal name: Yellow Wood Partners LLC

Boston, MAFounded 2009 Website LinkedIn

AUM

$2.4B
Regulatory AUM

Private funds

10
Private Equity 10

Private fund assets

$2.4B
Gross asset value

Employees

22

Last Form D raise

Apr 2023
Most recent fund filing

From SEC Form ADV filing (filed Jul 29, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

D
Dana Schmaltz
Member
Source: SEC Form ADV
T
Tracy Pizzi
Chief Compliance Officer, Chief Financial Officer, Partner
Source: SEC Form ADV

Funds(10)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Yellow Wood Co-Invest Silk-A, L.P.Private Equity$128.6M——Apr 2023Cold
Yellow Wood Capital Partners III, L.P.Private Equity$1.2B$690.0M14Dec 2021Cold
Yellow Wood Co-Invest Jax-A, L.P.Private Equity$122.1M$152.3M8Jul 2020Cold
Yellow Wood Co-Invest Jax-B, L.P.Private Equity$20.5M$152.3M8Jul 2020Cold
Yellow Wood Co-Invest Jax-A-2, L.P.Private Equity$13.9M$15.5M6Jul 2020Cold
Yellow Wood Co-Invest Fortuna-B, L.P.Private Equity$214.0M$190.0M16Oct 2019Cold
Yellow Wood Co-Invest Fortuna-A, L.P.Private Equity$131.9M$190.0M16Oct 2019Cold
Yellow Wood Capital Partners II, L.P.Private Equity$585.4M$180.0M2Apr 2017Cold
Yellow Wood Co-Invest II, L.P.Private Equity$6.2M———
Yellow Wood Co-Invest III, L.P.Private Equity$5.0M———

Board seats(2)

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

CDI Holdings I
Other Health CareBoston, MADirector: Dana Schmaltz
$15.0M raised
Since Nov 2023
SEC Form D
Parfums Holding
RetailingBoston, MADirector: Dana Schmaltz
$14.6M raised
Since Feb 2014
SEC Form D

Regulatory identifiers

CRD number
161062
SEC file number
801-78098

Sources