NEWPORT BEACH, CACRD 124298Latest ADV March 31, 2026
Yosemite Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 31, 2026, reports $369M in regulatory assets under management, 8 employees, 1 office, and 814 accounts.
Assets Under Management
$369M
Employees
8
Offices
1 office
Total Clients
283
Primary office
NEWPORT BEACH, CA
5120 BIRCH STREET, SUITE 100, NEWPORT BEACH, CA, United States
Top client segmentIndividuals represent 64.3% of total clients.
Top client categories% of clientsClients
1
Individuals
64.3%
182
2
HNWI
29.7%
84
3
Pension Plans
6.0%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$369Mas of March 31, 2026
Discretionary95.9%
$354M
96% of total RAUM95.9%
Non-discretionary4.1%
$15M
4% of total RAUM4.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$369M
Total Accounts814
10Y AUM Change+$124M (+50.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee35:1
10Y Employee Change-1 (-11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.