YOSEMITE MANAGEMENT, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 326764
- Registered since
- July 13, 2023
- 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 an SEC-registered limited liability company (registered in 2023) that operates as a venture capital–oriented adviser to institutional clients. The firm is structured around pooled investment vehicles and institutional portfolio management, and it serves as sponsor, general partner and managing member for the funds it runs. Ownership is listed as individual, and its fee model combines a percentage-of-assets charge with performance-based fees. Yosemite is not designated as an active ESG investor and does not identify as a multi-state or pension consulting adviser.
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 2DANIEL 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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