1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2YOSEMITE CAPITAL MANAGEMENT

Map pinNEWPORT BEACH, CA
Phone714-730-3310
NotebookSEC #801-62374
Total AUM
$369M
Employees
8
Clients
283

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5120 BIRCH STREET
SUITE 100
NEWPORT BEACH
CA 92660
United States
Operating Hours
9:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
714-730-3310
Other Offices
1

ReceiptFinancials

Total AUM
$369M
Accounts
814
Discretionary
$353.9M
Accounts
773
Non-Discretionary
$15.1M
Accounts
41

ContactClients

View more in analytics →

Individual Clients
182
AUM
$66.9M
HNW Individual Clients
84
AUM
$271.9M
Pension/Profit Sharing Plan Clients
17
AUM
$30.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CANENHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account