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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.
How does Yosemite Capital Management source its clients?
Client acquisition appears to be referral-driven and relationship-based, organized around a fiduciary, fee-based advisory model. The firm targets specific groups — business owners, corporate executives, retirees, inheritance recipients, and women building wealth — across its three offices in Menlo Park, New York, and Chicago.
Is Yosemite Capital Management structured as a single family office?
No. Yosemite serves multiple unrelated individuals and families as a fiduciary wealth management firm, not as a dedicated single-family vehicle managing a specific family's fortune. It operates as a registered investment advisor (RIA) providing financial planning and portfolio management to a broad base of taxable clients.
Does Yosemite Capital Management participate in direct private equity or venture deals?
No direct investment or venture activity is disclosed. The firm's service language centers on portfolio management, tax strategy, asset protection, and legacy planning, suggesting a focus on public-market allocations, fixed-income, and potentially third-party alternative fund access rather than proprietary deal-making.
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 Altss 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.
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