Yosemite Management, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 326764
- Registered since
- July 13, 2023
- Website
- yosemite.co
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other53.91%
- Pooled Investment Vehicles46.09%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Yosemite Management, LLC is a limited liability company that registers with the SEC (2023) and operates as a venture capital investment manager focused on institutional clients. The firm serves as an adviser to pooled investment vehicles and provides portfolio management for businesses and other institutions. It uses a mix of asset-based and performance-linked fee arrangements and acts in sponsor/GP and managing-member roles for the pooled vehicles it runs. The firm is structured as an individually owned venture-capital manager rather than a multi-state or diversified advisory platform. Yosemite does not identify as an active ESG investor and is not positioned as a pension consultant or a related adviser to another registered firm.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities85%
- Other11%
- Exchange Traded Equities4%
Owners & executives
2 of 2Carrie Kibler
General Counsel & Chief Compliance OfficerCRD 7748867
David Williams
Chief Financial OfficerCRD 8247140
Contacts
2 of 2
Daniel Mchugh
MemberCRD 7748943
Reed Jobs
MemberCRD 7751213
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 901 Battery St
- Time zone
- PT (UTC-8)
- Office locations
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