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YOSEMITE MANAGEMENT, LLC

CRD 326764 · SEC 801-128248

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901 BATTERY STREET, SAN FRANCISCO, CA, 94111, United States

Phone

415-370-5830

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.14B

Discretionary AUM

$523.4M

Team

18 total employees; 9 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles3$523.4M

States served

CA, NY

All web addresses on file

Official SEC filing: View on IAPD