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YOSEMITE MANAGEMENT, LLC

SAN FRANCISCO, CA · CRD 326764 · IAPD ↗ · yosemite.co · 415-370-5830

$1.14BRegulatory AUM
9Advisory reps
18Employees
0Clients
n/aPlanning clients
3Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — YOSEMITE MANAGEMENT, LLC crossed $1B in regulatory AUM ($866.4M -> $1.14B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2025 — YOSEMITE MANAGEMENT, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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