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| Yosemite Capital Management LLC
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| |
|---|---|
| CRD # | 124298 |
| SEC # | 801-62374 |
| CIK # | |
| AUM | $309.9 MM (2024-03-29) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 714-730-3310 |
| Address | 5120 Birch Street Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 188 | 67.4 |
| (b) Individuals (high net worth individuals) | 67 | 201.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 41.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 745 | 309.9 |
| By Discretionary | ||
| Discretionary | 686 | 301.5 |
| Non-Discretionary | 59 | 8.5 |
| Total | 745 | 309.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 309.9 | |
| Total | 745 | 309.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Artemis Financial Advisors LLC
✚
|
MA | 0.3 |
|
Drake & Associates LLC
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|
WI | 0.3 |
|
WT Wealth Management LLC
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|
AZ | 0.3 |
|
Eagle Wealth Management Group Inc
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|
CA | 0.3 |
|
Parkview US LLC
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|
NY | 0.3 |
|
CornerStone Planning LLC
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|
NC | 0.3 |
|
Legend Financial Advisors Inc
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|
PA | 0.3 |
|
Access Financial Resources Inc
✚
|
OK | 0.3 |
|
del Monte Group LLC
✚
|
CA | 0.3 |
|
Shearwater Capital LLC
✚
|
CO | 0.3 |