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YOSEMITE CAPITAL MANAGEMENT
YOSEMITE CAPITAL MANAGEMENT, LLC
CRD 124298 · SEC 801-62374
5120 BIRCH STREET, SUITE 100, NEWPORT BEACH, CA, 92660, United States
Phone
714-730-3310
Fax
714-730-3311
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$369.0M
Discretionary AUM
$353.9M
Team
8 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 182 | $66.9M |
| High net worth individuals | 84 | $271.9M |
| Pension/profit sharing plans | 17 | $30.1M |
States served
CA, NE, TX, NH
All web addresses on file
Official SEC filing: View on IAPD