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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CLEAN YIELD ASSET MANAGEMENT

CLEAN YIELD GROUP INC, CRD 104826

NORWICH, VT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1e99b7ff-1afa-9ab2-6d7f-2d74c48d9e5c

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Mar 8, 2012 to Mar 3, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $571MItem 5.F on the latest filing (2026-03-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $571M
Private client RAUM: $546MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $95.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 8
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 667
Individual clients: 91
High net worth clients: 155
Custody, client assets: $192M
SEC number: 801-28225
CRD: 104826
Filings on the tape: 21
First filed: Mar 8, 2012
Latest filed: Mar 3, 2026
Organised: Corporation, VT
Website: cleanyield.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DORIGEN RYAN HOFMANN	n/a	NORWICH, VT \| Rockville, MD \| BETHESDA, MD	19	19	n/a	no
ERIC MICHAEL BECKER	Chartered Financial Analyst	NORWICH, VT	16	32	1	no
ELIZABETH DOYLE GLENSHAW	n/a	NORWICH, VT	16	27	n/a	no
ELIZABETH ROBERTSON LEVY BOULDIN	Chartered Financial Analyst	Lincoln, MA	1	18	n/a	no
KOFI TWENEBOA KODUA	n/a	Somerset, NJ	0	13	n/a	no
Jenny Ngo Ly	n/a	NORWICH, VT \| Denver, CO	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BECKER, ERIC, MICHAEL	Secretary	C	yes	10/2012	Nov 19, 2012	Feb 15, 2024
GLENSHAW, ELIZABETH, DOYLE	PRESIDENT & TREASURER	C	yes	10/2014	Nov 19, 2012	Feb 15, 2024
HOFMANN, DORIGEN, RYAN	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	C	yes	10/2012	Mar 8, 2012	Feb 15, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 3, 2026	$571M	$571M	9	8	3	n/a	n/a
2024	Feb 26, 2025	$539M	$539M	9	3	3	n/a	n/a
2023	Feb 15, 2024	$511M	$511M	8	3	8	n/a	n/a
2022	Feb 16, 2023	$478M	$478M	8	4	1	n/a	n/a
2021	Feb 25, 2022	$518M	$518M	8	4	1	n/a	n/a
2020	Mar 1, 2021	$453M	$453M	8	4	1	n/a	n/a
2019	Feb 13, 2020	$469M	$469M	7	4	0	n/a	n/a
2018	Mar 13, 2019	$386M	$386M	7	4	0	n/a	n/a
2017	Mar 19, 2018	$379M	$379M	7	4	1	n/a	n/a
2016	Mar 20, 2017	$311M	$311M	7	4	n/a	n/a	n/a
2015	Mar 3, 2016	$290M	$290M	7	4	n/a	n/a	n/a
2014	Mar 24, 2015	$291M	$291M	7	6	n/a	n/a	n/a
2013	Mar 13, 2014	$247M	$247M	7	5	n/a	n/a	n/a
2012	Mar 5, 2013	$213M	$213M	6	5	n/a	n/a	n/a
2011	Mar 8, 2012	$177M	$177M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$571M	$539M	6.0%	$478M	6.1%	9	9	3	3

Relationships

Registered with (6)

← Jenny Ngo LyAdvisorregistration: current employment
Mar 2, 2026 to presentfactForm ADV
← KOFI TWENEBOA KODUAAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← ELIZABETH ROBERTSON LEVY BOULDINAdvisorregistration: current employment
Sep 18, 2025 to presentfactForm ADV
← ELIZABETH DOYLE GLENSHAWAdvisorregistration: current employment
Mar 31, 2010 to presentfactForm ADV
← ERIC MICHAEL BECKERAdvisorregistration: current employment
Nov 30, 2009 to presentfactForm ADV
← DORIGEN RYAN HOFMANNAdvisorregistration: current employment
Dec 7, 2006 to presentfactForm ADV

Controls (3)

← BECKER, ERIC, MICHAELOwnerSECRETARY, ownership code C, individual
Nov 19, 2012 to Feb 15, 2024factForm ADV
← GLENSHAW, ELIZABETH, DOYLEOwnerPRESIDENT & TREASURER, ownership code C, individual
Nov 19, 2012 to Feb 15, 2024factForm ADV
← HOFMANN, DORIGEN, RYANOwnerVICE PRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 8, 2012 to Feb 15, 2024factForm ADV

Dated events

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

Show 2 bookkeeping events

Occurred
Feb 26, 2025
Clean Yield Asset Management reported 3 offices beyond its principal office, down from 8 (2024-02-15 to 2025-02-26)
Occurred
Feb 15, 2024
Clean Yield Asset Management reported 8 offices beyond its principal office, up from 1 (2023-02-16 to 2024-02-15)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1e99b7ff-1afa-9ab2-6d7f-2d74c48d9e5c
First observed: Mar 8, 2012
Last observed: Mar 3, 2026 6 months ago
Source families: Federal regulator filings
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.

CLEAN YIELD ASSET MANAGEMENT

CLEAN YIELD GROUP INC, CRD 104826

NORWICH, VT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1e99b7ff-1afa-9ab2-6d7f-2d74c48d9e5c

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:40 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DORIGEN RYAN HOFMANN

n/a

NORWICH, VT | Rockville, MD | BETHESDA, MD

n/a

ERIC MICHAEL BECKER

Chartered Financial Analyst

NORWICH, VT

ELIZABETH DOYLE GLENSHAW

n/a

NORWICH, VT

n/a

ELIZABETH ROBERTSON LEVY BOULDIN

Chartered Financial Analyst

Lincoln, MA

n/a

KOFI TWENEBOA KODUA

n/a

Somerset, NJ

n/a

Jenny Ngo Ly

n/a

NORWICH, VT | Denver, CO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BECKER, ERIC, MICHAEL

Secretary

yes

10/2012

Nov 19, 2012

Feb 15, 2024

GLENSHAW, ELIZABETH, DOYLE

PRESIDENT & TREASURER

yes

10/2014

Nov 19, 2012

Feb 15, 2024

HOFMANN, DORIGEN, RYAN

VICE PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

10/2012

Mar 8, 2012

Feb 15, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 3, 2026

$571M

n/a

2024

Feb 26, 2025

$539M

n/a

2023

Feb 15, 2024

$511M

n/a

2022

Feb 16, 2023

$478M

n/a

2021

Feb 25, 2022

$518M

n/a

2020

Mar 1, 2021

$453M

n/a

2019

Feb 13, 2020

$469M

n/a

2018

Mar 13, 2019

$386M

n/a

2017

Mar 19, 2018

$379M

n/a

2016

Mar 20, 2017

$311M

n/a

2015

Mar 3, 2016

$290M

n/a

2014

Mar 24, 2015

$291M

n/a

2013

Mar 13, 2014

$247M

n/a

2012

Mar 5, 2013

$213M

n/a

2011

Mar 8, 2012

$177M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$571M

$539M

6.0%

$478M

6.1%