Milan Raj Patel

Current Employers

Yayati Asset Management, Llc

4930 Campus Dr, Newport Beach, CA 92660 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-06
NJ	RA	APPROVED	2026-01-06

CA RA
APPROVED

Since 2026-01-06
NJ RA
APPROVED

Since 2026-01-06

Branch Locations

Edison, NJ • United States

4930 Campus Dr, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Goldman, Sachs & Co.	New York	NY	07/2012	08/2020
Reroute Capital	Jersey City	NJ	08/2020	05/2021
Patton Logistics	Nashville	TN	06/2021	06/2022
Yayati Llc	Jersey City	NJ	07/2022	Present
Yayati Asset Management Llc	Edison	NJ	02/2023	Present
Yayati Asset Management, Llc	Edison	NJ	12/2023	Present

07/2012 → 08/2020

Goldman, Sachs & Co.

New York, NY
08/2020 → 05/2021

Reroute Capital

Jersey City, NJ
06/2021 → 06/2022

Patton Logistics

Nashville, TN
07/2022 → Present

Yayati Llc

Jersey City, NJ
02/2023 → Present

Yayati Asset Management Llc

Edison, NJ
12/2023 → Present

Yayati Asset Management, Llc

Edison, NJ

Other Businesses

Milan Raj Patel has an ownership stake in Yayati Inc., the holding company that owns Yayati Asset Management, LLC. He is an employee of Yayati LLC, the technology subsidiary of Yayati Inc. Approximately thirty hours a week are spent on this outside business activity.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-04-29
S63	Uniform Securities Agent State Law Examination	2015-01-05

S65 Uniform Investment Adviser Law Examination

2023-04-29
S63 Uniform Securities Agent State Law Examination

2015-01-05

Other Names

Milan Patel

View on SEC IAPD