| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Henry Heckler Control | Managing Director (since 2001), Chief Compliance Officer (since 2006) | Over 75% | 2001 |
Yosemite Capital Management, LLC reports $340.2 million in regulatory assets under management on its Form ADV.
Yosemite Capital Management, LLC reports 8 employees.
Yosemite Capital Management, LLC is based in Newport Beach, CA and has been SEC-registered since 2003.
Yosemite Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $327.1M |
| Non-discretionary | $13.2M |
| Total (RAUM) | $340.2M |