YOSEMITE CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2003

Total AUM

$369M

Discretionary

$354M

96% of AUM

Avg account

$453K

Accounts

814

Employees

Advisory reps

Firm details

Headquarters: NEWPORT BEACH, California
CRD number: 124298
Registered since: September 26, 2003
Website: www.yosemitecapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.69%
Individuals18.14%
Pension & Profit Sharing Plans8.17%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Yosemite Capital Management is an independent registered investment adviser that acts as a capital allocator for a mix of high-net-worth individuals, families and institutional clients. The firm provides financial planning and portfolio management services for individuals, small businesses and institutions, and it also selects outside advisers and runs educational workshops. Yosemite charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee engagements. Investment activity centers on equity exposure delivered primarily through exchange-traded instruments and separately managed account (SMA) structures. The firm is not positioned as an ESG-focused investor. Yosemite also sponsors and serves as general partner/managing member of pooled investment vehicles, which indicates an active role in structuring and managing private investment opportunities for its clients.