Single Family OfficeRIA · CRD 305049SEC-Registered

Updated:

Yoshida Wealth Management

Yoshida Wealth Management is a single-family office founded by Michael Yoshida in 2010.

Yoshida Wealth Management

Michael Yoshida founded Yoshida Wealth Management in 2010 after a career in investment banking and asset management. The firm manages a family’s capital as a single-family office, maintaining discretion on both wealth origin and total assets. Public records show a focus on direct investments that bypass traditional fund structures. Yoshida deploys capital mainly through direct private credit, real estate, infrastructure, and hedge fund allocations. The firm targets opportunistic credit deals in North America and has taken positions in direct real estate assets and infrastructure projects. Known co-investment partners include specialty finance firms and regional developers (per public record). It also maintains a hedge fund sleeve for liquid strategies. Deployment figures are undisclosed, and the firm does not report a professional headcount beyond its founder. No additional offices have been identified. Yoshida Wealth Management operates without a revealed philanthropic arm or known industry group memberships. It has not published recent activity for the last 24 months. A distinguishing feature is the firm’s reliance on Michael Yoshida’s personal networks for proprietary deal sourcing, avoiding both consultant-introduced opportunities and open-market competition. This sourcing model makes the firm opaque to third-party data aggregators and limits broad benchmarking.

General information

Firm type

Single Family Office

Year founded

2010

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Michael Yoshida

Founder & Chief Executive Officer

Sector focus

Private CreditReal EstateInfrastructureHedge Funds

Frequently asked questions

Who runs investment decisions at Yoshida Wealth Management?

Michael Yoshida, founder and CEO, retains sole authority for all investment decisions. He built the firm after a prior career in investment banking and asset management, but specific professional background details remain undisclosed (per public record).

How does Yoshida source proprietary deal flow?

The firm relies on Michael Yoshida’s personal and professional networks — built during his career — to source deals that do not circulate broadly. This excludes open-market processes where capital is competitively bid, and no known external advisory firms are used for deal origination.

Is Yoshida Wealth Management structured as a single family office or does it operate more like a venture firm?

Yoshida operates as a single-family office overseeing a single family’s capital. It does not accept outside capital, manage external separate accounts, or operate a fund vehicle. The firm does not have a venture-style partnership structure or GP/LP model.

Does Yoshida participate in fund commitments or only direct deals?

Yoshida makes both direct investments in private credit, real estate, and infrastructure, and also commits capital to hedge funds. The direct deals involve co-investment alongside other family offices and proprietary firms; the hedge fund sleeve uses external managers.

What investment stages does Yoshida typically target?

The firm targets opportunistic credit and direct real estate and infrastructure deals. It does not publicly specify stage preference; its private credit focus implies lower-middle-market deal sizes typical in direct lending and special-situations credit (per public record).

Where does the underlying wealth come from?

The wealth origin is not publicly disclosed. Based on founder Michael Yoshida’s background in investment banking and asset management, the capital likely originates from his compensation and investment returns rather than through inheritance or a corporate sale (per public record).

Does Yoshida maintain philanthropic structures, and how are they separated?

No philanthropic foundation or donor-advised fund has been identified for Yoshida Wealth Management or its founder. This is typical for smaller single-family offices that do not disclose such structures publicly.

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.

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