Multi-Family OfficeRIA · CRD 326764SEC-RegisteredPrivate Fund Adviser

Updated:

Yosemite Capital Management

Yosemite is an SEC-registered investment adviser in San Francisco, CA, registered since 2023. The firm manages $1.1 billion in assets, with $523 million on a...

Yosemite Capital Management

Yosemite is an SEC-registered investment adviser in San Francisco, CA, registered since 2023. The firm manages $1.1 billion in assets, with $523 million on a discretionary basis. It employs 18 staff, including 9 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2003

Location

Region

North America

Country

United States

City

Newport Beach

Corporate office

Menlo Park, CA, United States

Additional offices

New York, NY · Chicago, IL

Frequently asked questions

Who runs investment decisions at Yosemite Capital Management?

Yosemite Capital Management does not publicly disclose its principals, investment committee members, or named portfolio managers on its website. The firm markets a collaborative team approach with over 150 years of combined experience, but individual decision-makers are not identified.

What is Yosemite Capital Management's posture on co-investments alongside external GPs?

There is no public indication that Yosemite participates in co-investments or club deals alongside general partners. The firm positions itself as a personalized wealth manager rather than an institutionally scaled allocator, and no co-investor entities or deal partners are named.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Newport Beach Multi Family Office profiles