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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Yosemite Capital Management LLC
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| CRD # | 124298 |
| SEC # | 801-62374 |
| CIK # | |
| AUM | $340.2 M (2025-03-31) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 714-730-3310 |
| Address | 5120 Birch Street Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 213 | 75.4 |
| (b) Individuals (high net worth individuals) | 69 | 237.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 27.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 806 | 340.2 |
| By Discretionary | ||
| Discretionary | 760 | 327.1 |
| Non-Discretionary | 46 | 13.2 |
| Total | 806 | 340.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 340.2 | |
| Total | 806 | 340.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
O'Donnell Financial Services LLC
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|
CA | 0.3 |
|
Wolff Wiese Magana LLC
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|
CA | 0.3 |
|
Smedley Financial Services Inc
✚
|
UT | 0.3 |
|
One Degree Advisors Inc
✚
|
CA | 0.3 |
|
Brooklyn FI LLC
✚
|
NY | 0.3 |
|
Pinnacle Family Advisors LLC
✚
|
MO | 0.3 |
|
Alternative Investment Advisors LLC
✚
|
FL | 0.3 |
|
Baron Financial Group LLC
✚
|
NJ | 0.3 |
|
Grandview Asset Management LLC
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|
PA | 0.3 |
|
Elevate Wealth Advisory Inc
✚
|
GA | 0.3 |