RIA Intelligence

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
This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 1, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CAMPBELL, CURTIS, EUGENEIMEMBERNA Control
CAMPBELL, CURTIS, EUGENEIMEMBERNA Control
CAMPBELL, CURTIS, EUGENEIMEMBERNA Control
CAMPBELL, CURTIS, EUGENEIMEMBERNA Control
CAMPBELL, CURTIS, EUGENEIMEMBERNA Control
CAMPBELL, CURTIS, EUGENEIMEMBERNA Control
CAMPBELL, CURTIS, EUGENEIMEMBERNA Control
HERTER, GERALD, EDWARDIMEMBERNA Control
HERTER, GERALD, EDWARDIMEMBERNA Control
HERTER, GERALD, EDWARDIMEMBERNA Control
HIPSHMAN, JEFFERY, CLAUDEIMEMBERNA Control
HIPSHMAN, JEFFERY, CLAUDEIMEMBERNA Control
HIPSHMAN, JEFFERY, CLAUDEIMEMBERNA Control
HIPSHMAN, JEFFERY, CLAUDEIMEMBERNA Control
HIPSHMAN, JEFFERY, CLAUDEIMEMBERNA Control
HIPSHMAN, JEFFERY, CLAUDEIMEMBERNA Control
HIPSHMAN, JEFFERY, CLAUDEIMEMBERNA Control
MARY, ERIN, THERESEICHIEF COMPLIANCE OFFICERNA Control
MARY, ERIN, THERESEICHIEF COMPLIANCE OFFICERNA Control
MILLARE, MARILYN, MERCADOIMEMBERNA Control
MILLARE, MARILYN, MERCADOIMEMBERNA Control
MILLARE, MARILYN, MERCADOIMEMBERNA Control
MILLARE, MARILYN, MERCADOIMEMBERNA Control
WILLIAMS, STEVEN, CRAIGIMANAGING MEMBER, 17TH STREET INVESTMENTS, LLCNA Control
WILLIAMS, STEVEN, CRAIGIMANAGING MEMBER, 17TH STREET INVESTMENTS, LLCNA Control
WILLIAMS, STEVEN, CRAIGIMANAGING MEMBER, 17TH STREET INVESTMENTS, LLCNA Control
WILLIAMS, STEVEN, CRAIGIMANAGING MEMBER, 17TH STREET INVESTMENTS, LLCNA Control
WILLIAMS, STEVEN, CRAIGIMANAGING MEMBER, 17TH STREET INVESTMENTS, LLCNA Control
WILLIAMS, STEVEN, CRAIGIMANAGING MEMBER, 17TH STREET INVESTMENTS, LLCNA Control
WILLIAMS, STEVEN, CRAIGIMANAGING MEMBER, 17TH STREET INVESTMENTS, LLCNA Control
17TH STREET INVESTMENTS, LLCDEHOLDING COMPANYE Control
17TH STREET INVESTMENTS, LLCDEHOLDING COMPANYE Control
17TH STREET INVESTMENTS, LLCDEHOLDING COMPANYE Control
17TH STREET INVESTMENTS, LLCDEHOLDING COMPANYE Control
17TH STREET INVESTMENTS, LLCDEHOLDING COMPANYE Control
17TH STREET INVESTMENTS, LLCDEHOLDING COMPANYE Control
17TH STREET INVESTMENTS, LLCDEHOLDING COMPANYE Control
17TH STREET INVESTMENTS, LLCDEHOLDING COMPANYE Control
17TH STREET INVESTMENTS, LLCDEMANAGING MEMBERE Control
17TH STREET INVESTMENTS, LLCDEMANAGING MEMBERE Control
17TH STREET INVESTMENTS, LLCDEMANAGING MEMBERE Control
17TH STREET INVESTMENTS, LLCDEMANAGING MEMBERE Control
17TH STREET INVESTMENTS, LLCDEMANAGING MEMBERE Control
17TH STREET INVESTMENTS, LLCDEMANAGING MEMBERE Control
17TH STREET INVESTMENTS, LLCDEMANAGING MEMBERE Control
17TH STREET INVESTMENTS, LLCDEMANAGING MEMBERE Control
17TH STREET INVESTMENTS, LLCDEMANAGING MEMBERE Control
17TH STREET INVESTMENTS, LLCDEMANAGING MEMBERE Control
17TH STREET INVESTMENTS, LLCDEMANAGING MEMBERE Control
17TH STREET INVESTMENTS, LLCDEMANAGING MEMBERE Control
HECKLER, PAUL, HENRYIMANAGING DIRECTOR (SINCE 2001), CHIEF COMPLIANCE OFFICER (SINCE 2006)E Control
HECKLER, PAUL, HENRYIMANAGING DIRECTOR (SINCE 2001), CHIEF COMPLIANCE OFFICER (SINCE 2006)E Control
HECKLER, PAUL, HENRYIMANAGING DIRECTOR (SINCE 2001), CHIEF COMPLIANCE OFFICER (SINCE 2006)E Control
HECKLER, PAUL, HENRYIMANAGING DIRECTOR (SINCE 2001), CHIEF COMPLIANCE OFFICER (SINCE 2006)E Control
HECKLER, PAUL, HENRYIMANAGING DIRECTOR (SINCE 2001), CHIEF COMPLIANCE OFFICER (SINCE 2006)E Control
HECKLER, PAUL, HENRYIMANAGING DIRECTOR (SINCE 2001), CHIEF COMPLIANCE OFFICER (SINCE 2006)E Control
HECKLER, PAUL, HENRYIMANAGING DIRECTOR (SINCE 2001), CHIEF COMPLIANCE OFFICER (SINCE 2006)E Control
HECKLER, PAUL, HENRYIMANAGING DIRECTOR (SINCE 2001), CHIEF COMPLIANCE OFFICER (SINCE 2006)E Control
HECKLER, PAUL, HENRYIMANAGING DIRECTOR (SINCE 2001), CHIEF COMPLIANCE OFFICER (SINCE 2006)E Control
CAMPBELL, CURTIS, EUGENEIMEMBERB Control
CAMPBELL, CURTIS, EUGENEIMEMBERB Control
CAMPBELL, CURTIS, EUGENEIMANAGING MEMBERB Control
CAMPBELL, CURTIS, EUGENEIMEMBERB Control
CAMPBELL, CURTIS, EUGENEIMANAGING MEMBERB Control
HECKLER, PAUL, HENRYIMANAGING MEMBERB Control
HECKLER, PAUL, HENRYIMANAGING MEMBERB Control
HECKLER, PAUL, HENRYIMANAGING DIRECTORB Control
HECKLER, PAUL, HENRYICHIEF COMPLIANCE OFFICERB Control
HECKLER, PAUL, HENRYIMANAGING DIRECTORB Control
HECKLER, PAUL, HENRYICHIEF COMPLIANCE OFFICERB Control
HECKLER, PAUL, HENRYIMANAGING DIRECTORB Control
HECKLER, PAUL, HENRYICHIEF COMPLIANCE OFFICERB Control
HECKLER, PAUL, HENRYIMANAGING MEMBERB Control
HECKLER, PAUL, HENRYIMANAGING DIRECTORB Control
HECKLER, PAUL, HENRYICHIEF COMPLIANCE OFFICERB Control
HECKLER, PAUL, HENRYIMANAGING DIRECTORB Control
HECKLER, PAUL, HENRYICHIEF COMPLIANCE OFFICERB Control
HECKLER, PAUL, HENRYIMANAGING DIRECTORB Control
HECKLER, PAUL, HENRYICHIEF COMPLIANCE OFFICERB Control
HECKLER, PAUL, HENRYIMANAGING DIRECTORB Control
HECKLER, PAUL, HENRYICHIEF COMPLIANCE OFFICERB Control
HECKLER, PAUL, HENRYIMANAGING DIRECTORB Control
HECKLER, PAUL, HENRYICHIEF COMPLIANCE OFFICERB Control
HECKLER, PAUL, HENRYIMANAGING DIRECTORB Control
HECKLER, PAUL, HENRYICHIEF COMPLIANCE OFFICERB Control
HECKLER, PAUL, HENRYIMANAGING DIRECTOR (SINCE 2001), CHIEF COMPLIANCE OFFICER (SINCE 2006)B Control
HECKLER, PAUL, HENRYIMANAGING DIRECTOR (SINCE 2001), CHIEF COMPLIANCE OFFICER (SINCE 2006)B Control
HECKLER, PAUL, HENRYIMANAGING DIRECTOR (SINCE 2001), CHIEF COMPLIANCE OFFICER (SINCE 2006)B Control
HECKLER, PAUL, HENRYIMANAGING DIRECTOR (SINCE 2001), CHIEF COMPLIANCE OFFICER (SINCE 2006)B Control
HECKLER, PAUL, HENRYIMANAGING DIRECTOR (SINCE 2001), CHIEF COMPLIANCE OFFICER (SINCE 2006)B Control
HECKLER, PAUL, HENRYIMANAGING DIRECTOR (SINCE 2001), CHIEF COMPLIANCE OFFICER (SINCE 2006)B Control
HECKLER, PAUL, HENRYIMANAGING DIRECTOR (SINCE 2001), CHIEF COMPLIANCE OFFICER (SINCE 2006)B Control
HECKLER, PAUL, HENRYIMANAGING DIRECTOR (SINCE 2001), CHIEF COMPLIANCE OFFICER (SINCE 2006)B Control
HECKLER, PAUL, HENRYIMANAGING DIRECTOR (SINCE 2001), CHIEF COMPLIANCE OFFICER (SINCE 2006)B Control
HECKLER, PAUL, HENRYIMANAGING DIRECTOR (SINCE 2001), CHIEF COMPLIANCE OFFICER (SINCE 2006)B Control
HECKLER, PAUL, HENRYIMANAGING DIRECTOR (SINCE 2001), CHIEF COMPLIANCE OFFICER (SINCE 2006)B Control
HECKLER, PAUL, HENRYIMANAGING DIRECTOR (SINCE 2001), CHIEF COMPLIANCE OFFICER (SINCE 2006)B Control
HERTER, GERALD, EDWARDIMANAGING MEMBERB Control
HERTER, GERALD, EDWARDIMANAGING MEMBERB Control
HERTER, GERALD, EDWARDIMEMBERB Control
HERTER, GERALD, EDWARDIMANAGING MEMBERB Control
HERTER, GERALD, EDWARDIMEMBERB Control
HIGASHI, GERALD, YOSHIHIKOIMEMBERB Control
HIGASHI, GERALD, YOSHIHIKOIMEMBERB Control
HIGASHI, GERALD, YOSHIHIKOIMEMBERB Control
HIPSHMAN, JEFFERY, CLAUDEIMEMBERB Control
HIPSHMAN, JEFFERY, CLAUDEIMEMBERB Control
HIPSHMAN, JEFFERY, CLAUDEIMANAGING MEMBERB Control
HIPSHMAN, JEFFERY, CLAUDEIMEMBERB Control
HIPSHMAN, JEFFERY, CLAUDEIMANAGING MEMBERB Control
MILLARE, MARILYN, MERCADOIMEMBERB Control
MILLARE, MARILYN, MERCADOIMEMBERB Control
MILLARE, MARILYN, MERCADOIMEMBERB Control
MILLARE, MARILYN, MERCADOIMEMBERB Control
MILLARE, MARILYN, MERCADOIMEMBERB Control
WILLIAMS, STEVEN, CRAIGIMEMBERB Control
WILLIAMS, STEVEN, CRAIGIMEMBERB Control
WILLIAMS, STEVEN, CRAIGIMANAGING MEMBER, 17TH STREET INVESTMENTS, LLCB Control
WILLIAMS, STEVEN, CRAIGIMEMBERB Control
WILLIAMS, STEVEN, CRAIGIMEMBERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CAMPBELL, CURTIS, EUGENEI17TH STREET INVESTMENTS, LLCC Control
CAMPBELL, CURTIS, EUGENEI17TH STREET INVESTMENTS, LLCC Control
CAMPBELL, CURTIS, EUGENEI17TH STREET INVESTMENTS, LLCC Control
CAMPBELL, CURTIS, EUGENEI17TH STREET INVESTMENTS, LLCC Control
CAMPBELL, CURTIS, EUGENEI17TH STREET INVESTMENTS, LLCC Control
CAMPBELL, CURTIS, EUGENEI17TH STREET INVESTMENTS, LLCC Control
CAMPBELL, CURTIS, EUGENEI17TH STREET INVESTMENTS, LLCC Control
CAMPBELL, CURTIS, EUGENEI17TH STREET INVESTMENTS, LLCC Control
CAMPBELL, CURTIS, EUGENEI17TH STREET INVESTMENTS, LLCC Control
CAMPBELL, CURTIS, EUGENEI17TH STREET INVESTMENTS, LLCC Control
CAMPBELL, CURTIS, EUGENEI17TH STREET INVESTMENTS, LLCC Control
CAMPBELL, CURTIS, EUGENEI17TH STREET INVESTMENTS, LLCC Control
CAMPBELL, CURTIS, EUGENEI17TH STREET INVESTMENTS, LLCC Control
HIPSHMAN, JEFFERY, CLAUDEI17TH STREET INVESTMENTS, LLCC Control
HIPSHMAN, JEFFERY, CLAUDEI17TH STREET INVESTMENTS, LLCC Control
HIPSHMAN, JEFFERY, CLAUDEI17TH STREET INVESTMENTS, LLCC Control
HIPSHMAN, JEFFERY, CLAUDEI17TH STREET INVESTMENTS, LLCC Control
HIPSHMAN, JEFFERY, CLAUDEI17TH STREET INVESTMENTS, LLCC Control
HIPSHMAN, JEFFERY, CLAUDEI17TH STREET INVESTMENTS, LLCC Control
HIPSHMAN, JEFFERY, CLAUDEI17TH STREET INVESTMENTS, LLCC Control
HIPSHMAN, JEFFERY, CLAUDEI17TH STREET INVESTMENTS, LLCC Control
HIPSHMAN, JEFFERY, CLAUDEI17TH STREET INVESTMENTS, LLCC Control
HIPSHMAN, JEFFERY, CLAUDEI17TH STREET INVESTMENTS, LLCC Control
HIPSHMAN, JEFFERY, CLAUDEI17TH STREET INVESTMENTS, LLCC Control
HIPSHMAN, JEFFERY, CLAUDEI17TH STREET INVESTMENTS, LLCC Control
HIPSHMAN, JEFFERY, CLAUDEI17TH STREET INVESTMENTS, LLCC Control
WILLIAMS, STEVEN, CRAIGI17TH STREET INVESTMENTS, LLCC Control
WILLIAMS, STEVEN, CRAIGI17TH STREET INVESTMENTS, LLCC Control
WILLIAMS, STEVEN, CRAIGI17TH STREET INVESTMENTS, LLCC Control
WILLIAMS, STEVEN, CRAIGI17TH STREET INVESTMENTS, LLCC Control
WILLIAMS, STEVEN, CRAIGI17TH STREET INVESTMENTS, LLCC Control
WILLIAMS, STEVEN, CRAIGI17TH STREET INVESTMENTS, LLCC Control
WILLIAMS, STEVEN, CRAIGI17TH STREET INVESTMENTS, LLCC Control
WILLIAMS, STEVEN, CRAIGI17TH STREET INVESTMENTS, LLCC Control
WILLIAMS, STEVEN, CRAIGI17TH STREET INVESTMENTS, LLCC Control
WILLIAMS, STEVEN, CRAIGI17TH STREET INVESTMENTS, LLCC Control
WILLIAMS, STEVEN, CRAIGI17TH STREET INVESTMENTS, LLCC Control
WILLIAMS, STEVEN, CRAIGI17TH STREET INVESTMENTS, LLCC Control
WILLIAMS, STEVEN, CRAIGI17TH STREET INVESTMENTS, LLCC Control

Registrations

Federal

IA
Apr 1, 2025 REGISTERED

Notice Filings (7)

AZ CA CO NE NH OR TX

Address

5120 BIRCH STREET
SUITE 100
NEWPORT BEACH, CA 92660
United States
Phone: 714-730-3310