YOSEMITE CAPITAL MANAGEMENT, LLC
Legal name: YOSEMITE CAPITAL MANAGEMENT
CRD #124298 SEC #801-62374 NEWPORT BEACH, CA 714-730-3310
SEC Registered Disclosures
Total AUM
$340.2M
Discretionary
$327.1M
Employees
8
Clients
10
Accounts
806
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $340.2M | $327.1M | $13.2M | 8 | 0 |
| Mar 2024 | $309.9M | $301.5M | $8.5M | 8 | 0 |
| Nov 2023 | $352.1M | $346M | $6.1M | 9 | 0 |
| May 2023 | $352.1M | $346M | $6.1M | 9 | 0 |
| Mar 2023 | $352.1M | $346M | $6.1M | 9 | 0 |
| Oct 2022 | $376.7M | $366.5M | $10.2M | 6 | 0 |
| Mar 2022 | $376.7M | $366.5M | $10.2M | 6 | 0 |
| Dec 2021 | $348.5M | $338.9M | $9.6M | 8 | 0 |
| Nov 2021 | $348.5M | $338.9M | $9.6M | 8 | 0 |
| Mar 2021 | $348.5M | $338.9M | $9.6M | 8 | 0 |
| Oct 2020 | $330.2M | $306.1M | $24.2M | 8 | 0 |
| Jun 2020 | $330.2M | $306.1M | $24.2M | 8 | 0 |
| Mar 2020 | $330.2M | $306.1M | $24.2M | 8 | 0 |
| Nov 2019 | $271.5M | $251.8M | $19.7M | 7 | 0 |
| Mar 2019 | $271.5M | $251.8M | $19.7M | 7 | 0 |
| Oct 2018 | $280.9M | $261M | $19.9M | 7 | 0 |
| Mar 2018 | $280.9M | $261M | $19.9M | 7 | 0 |
| Sep 2017 | $244.7M | $227M | $17.6M | 9 | 300 |
| Aug 2017 | $244.7M | $227M | $17.6M | 9 | 300 |
| Mar 2017 | $244.7M | $227M | $17.6M | 9 | 300 |
| Mar 2016 | $223.5M | $208.2M | $15.3M | 6 | 300 |
| Mar 2015 | $211.5M | $210.2M | $1.3M | 6 | 300 |
| Mar 2014 | $235.8M | $223.1M | $12.6M | 8 | 200 |
| Mar 2013 | $208M | $195.8M | $12.2M | 7 | 200 |
| Apr 2012 | $189.6M | $178M | $11.7M | 6 | 227 |
| Mar 2011 | $175.3M | $171.1M | $4.3M | 10 | -- |
| Feb 2011 | $205.8M | $187.5M | $18.3M | 10 | -- |
| Jan 2011 | $205.8M | $187.5M | $18.3M | 10 | -- |
| Nov 2010 | $205.8M | $187.5M | $18.3M | 10 | -- |
| Jan 2007 | $182.2M | $173.1M | $9.1M | -- | -- |
| Mar 2006 | $146.3M | $130.8M | $15.5M | -- | -- |
| Apr 2004 | $105M | $90M | $15M | 5 | -- |
DateApr 2025
Total AUM$340.2M
Discretionary$327.1M
Non-Disc.$13.2M
Employees8
Clients0
DateMar 2024
Total AUM$309.9M
Discretionary$301.5M
Non-Disc.$8.5M
Employees8
Clients0
DateNov 2023
Total AUM$352.1M
Discretionary$346M
Non-Disc.$6.1M
Employees9
Clients0
DateMay 2023
Total AUM$352.1M
Discretionary$346M
Non-Disc.$6.1M
Employees9
Clients0
DateMar 2023
Total AUM$352.1M
Discretionary$346M
Non-Disc.$6.1M
Employees9
Clients0
DateOct 2022
Total AUM$376.7M
Discretionary$366.5M
Non-Disc.$10.2M
Employees6
Clients0
DateMar 2022
Total AUM$376.7M
Discretionary$366.5M
Non-Disc.$10.2M
Employees6
Clients0
DateDec 2021
Total AUM$348.5M
Discretionary$338.9M
Non-Disc.$9.6M
Employees8
Clients0
DateNov 2021
Total AUM$348.5M
Discretionary$338.9M
Non-Disc.$9.6M
Employees8
Clients0
DateMar 2021
Total AUM$348.5M
Discretionary$338.9M
Non-Disc.$9.6M
Employees8
Clients0
DateOct 2020
Total AUM$330.2M
Discretionary$306.1M
Non-Disc.$24.2M
Employees8
Clients0
DateJun 2020
Total AUM$330.2M
Discretionary$306.1M
Non-Disc.$24.2M
Employees8
Clients0
DateMar 2020
Total AUM$330.2M
Discretionary$306.1M
Non-Disc.$24.2M
Employees8
Clients0
DateNov 2019
Total AUM$271.5M
Discretionary$251.8M
Non-Disc.$19.7M
Employees7
Clients0
DateMar 2019
Total AUM$271.5M
Discretionary$251.8M
Non-Disc.$19.7M
Employees7
Clients0
DateOct 2018
Total AUM$280.9M
Discretionary$261M
Non-Disc.$19.9M
Employees7
Clients0
DateMar 2018
Total AUM$280.9M
Discretionary$261M
Non-Disc.$19.9M
Employees7
Clients0
DateSep 2017
Total AUM$244.7M
Discretionary$227M
Non-Disc.$17.6M
Employees9
Clients300
DateAug 2017
Total AUM$244.7M
Discretionary$227M
Non-Disc.$17.6M
Employees9
Clients300
DateMar 2017
Total AUM$244.7M
Discretionary$227M
Non-Disc.$17.6M
Employees9
Clients300
DateMar 2016
Total AUM$223.5M
Discretionary$208.2M
Non-Disc.$15.3M
Employees6
Clients300
DateMar 2015
Total AUM$211.5M
Discretionary$210.2M
Non-Disc.$1.3M
Employees6
Clients300
DateMar 2014
Total AUM$235.8M
Discretionary$223.1M
Non-Disc.$12.6M
Employees8
Clients200
DateMar 2013
Total AUM$208M
Discretionary$195.8M
Non-Disc.$12.2M
Employees7
Clients200
DateApr 2012
Total AUM$189.6M
Discretionary$178M
Non-Disc.$11.7M
Employees6
Clients227
DateMar 2011
Total AUM$175.3M
Discretionary$171.1M
Non-Disc.$4.3M
Employees10
Clients--
DateFeb 2011
Total AUM$205.8M
Discretionary$187.5M
Non-Disc.$18.3M
Employees10
Clients--
DateJan 2011
Total AUM$205.8M
Discretionary$187.5M
Non-Disc.$18.3M
Employees10
Clients--
DateNov 2010
Total AUM$205.8M
Discretionary$187.5M
Non-Disc.$18.3M
Employees10
Clients--
DateJan 2007
Total AUM$182.2M
Discretionary$173.1M
Non-Disc.$9.1M
Employees--
Clients--
DateMar 2006
Total AUM$146.3M
Discretionary$130.8M
Non-Disc.$15.5M
Employees--
Clients--
DateApr 2004
Total AUM$105M
Discretionary$90M
Non-Disc.$15M
Employees5
Clients--