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YOSEMITE CAPITAL MANAGEMENT

NEWPORT BEACH, CA · CRD 124298 · IAPD ↗ · 714-730-3310

$369.0MRegulatory AUM
5Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
4States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2024 — YOSEMITE CAPITAL MANAGEMENT reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.