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Private equityFirmfund of funds · probableunsized

Mount Yale Asset Management, LLC

Private Equity

Denver, CO

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:0cc0451c-5766-40c0-877e-55b6614205c0

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 8:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 13
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
17 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

MOUNT YALE ASSET MANAGEMENT, LLC

Registered adviser · shared crd

Private Creditidentity

MOUNT YALE ASSET MANAGEMENT, LLC

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 2
PE funds: 2
Regulatory AUM: $244M
Investments: 0
Active investments: 0
Size band: UNSIZEDderivedno Private Equity Fund GAV on a filing from 2021 or later
Latest ADV filing: Mar 30, 2017
Employees (ADV): 24
Website: mtyale.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
Mype Partners, LP	n/a	Wound down	Private Equity Fund	n/a	$703,421	0
Mype Mezzco, LP	n/a	Wound down	Private Equity Fund	n/a	$1.1M	0

Relationships

Firm member (1)

→ PrincetonFirmadviser
factDFX's own graph

Employs (6)

→ Greg David AndersonPersonMember, Manager
Nov 1, 2003 to presentfactForm ADV
→ John Leonard SabrePersonManager
Aug 1, 2007 to presentfactForm ADV
→ Michael Joseph SabrePersonChief Financial Officer And Chief Compliance Officer
Sep 1, 2004 to presentfactForm ADV
→ Lynn Virginia SabrePersonMember
Aug 1, 2007 to presentfactForm ADV
→ Daniel John AmenPersonGeneral Counsel
Aug 1, 2014 to presentfactForm ADV
→ Roger Craig BowdenPersonMember, Manager
Nov 1, 2003 to Oct 24, 2016inferenceForm ADV

Manages (6)

→ KKR Xi Access Fund LPFundPrivate Equity Fund
Apr 2, 2014 to presentfactForm ADV
→ Mype Investment Partners, LPFundPrivate Equity Fund
Jul 23, 2012 to presentfactForm ADV
→ Mype Partners, LPFundPrivate Equity Fund
Jul 23, 2012 to presentfactForm ADV
→ Mype Mezzco, LPFundPrivate Equity Fund
Jul 23, 2012 to presentfactForm ADV
→ Mount Yale Private Equity Offshore Fund, LPFundPrivate Equity Fund
Jul 23, 2012 to presentfactForm ADV
→ Mount Yale Private Equity Fund, LPFundPrivate Equity Fund
Jul 23, 2012 to presentfactForm ADV

Owns (2)

← Mount Yale Capital Group, LLCFirmMember
Nov 1, 2003 to presentfactForm ADV
← Dalton Capital, LLCFirmMember
Nov 1, 2003 to presentfactForm ADV

Dated events

10 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Oct 24, 2016
Person left
Roger Craig Bowden (Member, Manager) no longer on Schedule A of Mount Yale Asset Management, LLC
Form ADVobserved 8 days ago
Occurred
Aug 1, 2014
Person joined
Daniel John Amen joined Schedule A of Mount Yale Asset Management, LLC as General Counsel
Form ADVobserved 8 days ago
Occurred
Mar 30, 2012
Adviser first adv filing
Mount Yale Asset Management, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 8 days ago

Show 10 bookkeeping events

Occurred
Sep 1, 2026
Adviser CRD 116578 is not on the SEC registered or exempt adviser roster of 2026-09-01
Occurred
Mar 30, 2015
Fund 805-3949945272 no longer reported on Form ADV by Mount Yale Asset Management, LLC
Occurred
Mar 30, 2015
Fund 805-6411208181 no longer reported on Form ADV by Mount Yale Asset Management, LLC
Occurred
Mar 30, 2015
Fund 805-6225836463 no longer reported on Form ADV by Mount Yale Asset Management, LLC
Occurred
Apr 2, 2014
KKR Xi Access Fund LP first reported on Form ADV by Mount Yale Asset Management, LLC (Private Equity Fund), GAV $1,702,385
Occurred
Jul 23, 2012
Mype Investment Partners, LP first reported on Form ADV by Mount Yale Asset Management, LLC (Private Equity Fund), GAV $138,101,774
Occurred
Jul 23, 2012
Mount Yale Private Equity Fund, LP first reported on Form ADV by Mount Yale Asset Management, LLC (Private Equity Fund), GAV $106,814,069
Occurred
Jul 23, 2012
Mount Yale Private Equity Offshore Fund, LP first reported on Form ADV by Mount Yale Asset Management, LLC (Private Equity Fund), GAV $32,296,948
Occurred
Jul 23, 2012
Mype Mezzco, LP first reported on Form ADV by Mount Yale Asset Management, LLC (Private Equity Fund), GAV $17,911,520
Occurred
Jul 23, 2012
Mype Partners, LP first reported on Form ADV by Mount Yale Asset Management, LLC (Private Equity Fund), GAV $9,416,245

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Greg David Anderson (Member, Manager), John Leonard Sabre (Manager), Michael Joseph Sabre (Chief Financial Officer And Chief Compliance Officer), Lynn Virginia Sabre (Member), Daniel John Amen (General Counsel).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:0cc0451c-5766-40c0-877e-55b6614205c0
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 4 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Mount Yale Asset Management, LLC

Private Equity

Denver, CO

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:0cc0451c-5766-40c0-877e-55b6614205c0

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 8:17 PM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Mype Partners, LP

n/a

Wound down

Private Equity Fund

n/a

$703,421

Mype Mezzco, LP

n/a

Wound down

Private Equity Fund

n/a

$1.1M