Key facts
- Status: Privately Held (no backing).
Leadership
- Byron NilssonSenior Portfolio Manager
- Dennis HanniganChief Investment Officer
- Diane DaleySenior Portfolio Manager
- Elisha DefeoSenior Portfolio Manager
- ·Watchlist + deal alerts for YHB Investment Advisors
- ·The full record, as it builds
Funding rounds
No funding rounds for YHB Investment Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About YHB Investment Advisors
Provider of investment advisory services for individuals and families. YHB Investment Advisors offers personalized investment management, retirement planning, estate planning, trustee services, and assistance with charitable giving. The company has a team of investment professionals and has been in business since 1989.
- Sector
- Financial Services
- HQ
- West Hartford, CT, United States
- Employees
- 34
- Website
- yhbia.com/
- Ownership
- Privately Held (no backing)
YHB Investment Advisors doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in YHB Investment Advisors shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on YHB Investment Advisors in its N-PORT filings yet. We sweep new filings monthly.