Yosemite Capital Management, LLC
● SEC registered since 2003CRD 124298SEC# 801-62374Newport Beach, CA
Reg. AUM
$369M
Employees
8
Accounts
814
Location
Newport Beach, CA
Yosemite Capital Management, LLC assets under management
Yosemite Capital Management, LLC operates as an SEC-registered investment adviser based in Newport Beach, CA. The firm has been registered since 2003. It reports $369 million in regulatory assets under management and employs 8 people.
Yosemite Capital Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Henry Heckler Control | Managing Director (since 2001), Chief Compliance Officer (since 2006) | Over 75% | 2001 |
Frequently asked questions
How much does Yosemite Capital Management, LLC manage?
Yosemite Capital Management, LLC reports $369 million in regulatory assets under management on its Form ADV.
How many employees does Yosemite Capital Management, LLC have?
Yosemite Capital Management, LLC reports 8 employees.
Where is Yosemite Capital Management, LLC located?
Yosemite Capital Management, LLC is based in Newport Beach, CA and has been SEC-registered since 2003.
Does Yosemite Capital Management, LLC disclose fund performance?
Yosemite Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5120 Birch Street, Suite 100, Newport Beach, CA 92660 |
| Phone | 714-730-3310 |
| Fax | 714-730-3311 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$369M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$369Mregulatory AUM
Discretionary $353.9MNon-discretionary $15.1M