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Yatalie Capital Management Co, Creato Funds L.P. (Charlotte)


Yatalie Capital Management Co, Creato Funds L.P. is an internet adviser based in Charlotte. It manages $1 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2013.

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Yatalie Capital Management Co, Creato Funds provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, market timing services, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Yatalie Capital Management Co, Creato Funds: assets under management

The assets under management (AUM) of Yatalie Capital Management Co, Creato Funds L.P. is $1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $28.57 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Yatalie Capital Management Co, Creato Funds L.P. for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Charlotte

The principal office where Yatalie Capital Management Co, Creato Funds L.P. performs its advisory services is located at 3623 Latrobe Dr., Charlotte, NC 28211 The mailing address of the firm is 3623 Latrobe Dr, Charlotte, NC 28210. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-622-3645 or by fax 704-622-3645. The normal business hours are 10 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.myyatalie.com.


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