A complete list of active advisors currently associated with Yosemite Capital Management

Warmer can help you find a great advisor at Yosemite Capital Management or one who fits your needs even better.

Yosemite Capital Management is a team-based SEC-registered investment adviser with six advisors managing about $369 million for roughly 266 clients. The firm provides customized portfolio management, a range of financial planning services (including traditional, advanced, and personal CFO offerings), and the recommendation or oversight of third‑party managers; it also offers access to private fund investments for suitably qualified clients. YCM typically manages accounts on a discretionary basis using model risk profiles (conservative to aggressive), generally allocating to ETFs and mutual funds while applying fundamental and technical analysis and a formal manager‑selection process for third‑party advisers. The firm conducts periodic reviews, may accept limited non‑discretionary arrangements for select custodians, and discloses that certain client allocations can include illiquid private real estate funds and other alternative strategies. The firm’s brochure highlights several uncommon features for a team adviser: a 2010 SEC administrative proceeding arising from failures to disclose due diligence problems related to a feeder‑fund investment; an operational role as a minority member/co‑manager in an entity that manages affiliated private real estate funds (with two funds closed to new capital and one actively raising capital as of 2024), a relationship the firm discloses can produce indirect compensation and conflicts of interest; and the practice of hosting educational seminars for which attendees may be charged to cover event expenses.

To learn more about the advisors currently working at Yosemite Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.