YOSEMITE CAPITAL MANAGEMENT

Legal name: YOSEMITE CAPITAL MANAGEMENT, LLC

CRD 124298File 801-62374

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$369.0M

Below cohort median (national)

Discretionary AUM

$353.9M

Non-discretionary $15.1M

Clients

283

814 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Sep 26, 2003
Principal office: 5120 BIRCH STREET, SUITE 100, NEWPORT BEACH, CA, 92660
Phone: 714-730-3310
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/YOSEMITE-CAPITAL-MANAGEMENT

Assets & accounts

ADV Item 5F

Total regulatory AUM: $369.0M
Discretionary AUM: $353.9M
Non-discretionary AUM: $15.1M
Discretionary accounts: 773
Non-discretionary accounts: 41
Total accounts: 814
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	84	$271.9M
Pension and profit sharing plans	17	$30.1M
Individuals (other than high net worth individuals)	182	$66.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

Q11
Q11C2
Q11C4
Q11C5

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.