Yosemite Capital Management
Yosemite Capital Management is an SEC-registered wealth manager in Newport Beach, CA with $369.0M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Yosemite Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124298, SEC 801-62374, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $369.0M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Newport Beach, CA
- Employees
- 8
- Clients
- 283
- CRD
- 124298
- Ownership
- HECKLER, PAUL, HENRY; HIGASHI, GERALD, YOSHIHIKO; MARY, ERIN, THERESE; HERTER, GERALD, EDWARD; MILLARE, MARILYN, MERCADO
How much AUM does Yosemite Capital Management have?
Yosemite Capital Management reported $369.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Yosemite Capital Management?
Disclosed owners and executives of Yosemite Capital Management include HECKLER, PAUL, HENRY, HIGASHI, GERALD, YOSHIHIKO, MARY, ERIN, THERESE, HERTER, GERALD, EDWARD, MILLARE, MARILYN, MERCADO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.