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| Keyboard |
| Yosemite Capital Management LLC
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|---|---|
| CRD # | 124298 |
| SEC # | 801-62374 |
| CIK # | |
| AUM | 369.0 M (2026-03-31) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 714-730-3310 |
| Address | 5120 Birch Street Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 182 | 66.9 |
| (b) Individuals (high net worth individuals) | 84 | 271.9 |
| (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 | 17 | 30.1 |
| (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 | 814 | 369.0 |
| By Discretionary | ||
| Discretionary | 773 | 353.9 |
| Non-Discretionary | 41 | 15.1 |
| Total | 814 | 369.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 369.0 | |
| Total | 814 | 369.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pinnacle Family Advisors LLC
✚
|
MO | 371.7 M |
|
Olistico Wealth LLC
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OK | 371.5 M |
|
Atala Financial Inc
✚
|
CA | 370.7 M |
|
Donoghue Forlines LLC
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MA | 370.5 M |
|
Rebel Financial LLC
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OH | 370.5 M |
|
Blackridge Asset Management LLC
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|
FL | 370.3 M |
|
One Advisory Partners LLC
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|
KS | 369.5 M |
|
Baron Financial Group LLC
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|
NJ | 369.1 M |
|
PKS Investment Advisors LLC
✚
|
MD | 367.2 M |
|
Strategy Financial Services LLC
✚
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AZ | 366.7 M |