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Yosemite Capital Management LLC
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CRD # | 124298 |
SEC # | 801-62374 |
CIK # | |
AUM | $352.1 MM (2023-03-29) |
Employees | 9 (56% Investors, 11% Brokers) |
Phone | 714-730-3310 |
Address | 5120 Birch Street Newport Beach, CA 92660 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 210 | 92.8 |
(b) Individuals (high net worth individuals) | 86 | 216.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 20 | 41.9 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.7 |
(n) Other | 0 | 0.0 |
Total | 906 | 352.1 |
By Discretionary | ||
Discretionary | 868 | 346.0 |
Non-Discretionary | 38 | 6.1 |
Total | 906 | 352.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 352.1 | |
Total | 906 | 352.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Sage Capital Advisors LLC
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|
SD | 0.4 |
Harbor Advisory Corporation
✚
|
NH | 0.4 |
Wimmer Associates I LLC
✚
|
CA | 0.4 |
Pivotal Advisors LLC
✚
|
NY | 0.4 |
New Capital Management LP
✚
|
TX | 0.4 |
Lighthouse Financial Services Inc
✚
|
CA | 0.4 |
Principal Advised Services LLC
✚
|
IA | 0.4 |
White Pine Investment Company
✚
|
MI | 0.3 |
Wealth Advisors of Iowa LLC
✚
|
IA | 0.3 |
Rosecap Investment Advisors LLC
✚
|
CO | 0.3 |