Yosemite Capital Management

  • Financial Services
  • Newport Beach CA
  • 13 employees
  • Financial Services
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Company Overview

Headquarters
5120 Birch St Suite 100, Newport Beach CA
Website
yosemitecapital.com
Phone
(714) 730-3310
Employees
13
Founded in
2001
Industry
Financial Services
NAICS Code
NAICS Code 52312 Companies
NAICS Code 523120 Companies
NAICS Code 5231 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 621 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$1B

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Who is Yosemite Capital Management

Yosemite Capital Management is a boutique investment firm based in Newport Beach, California. The firm employs 13 individuals and generates annual revenue of $1 million. Yosemite Capital Management specializes in designing and managing investment strategies for individual and corporate clients. They aim to provide comprehensive family and personal wealth management services tailored to each client's specific needs. Yosemite Capital Management distinguishes itself by offering personalized attention and a strong commitment to client satisfaction. They leverage an institutionally developed investment plan and value-added investment management to enhance the financial well-being of their clients. For more information about Yosemite Capital Management and their services, please visit their website at yosemitecapital.com.

Yosemite Capital Management Industry Tags

Financial Services
Financial Advisory Services
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Yosemite Capital Management Tech Stack

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FAQ

What is the location of Yosemite Capital Management's headquarters?
The headquarters of Yosemite Capital Management are situated at 5120 Birch St Suite 100, Newport Beach CA
What is Yosemite Capital Management's phone number?
Yosemite Capital Management's contact number is (714) 730-3310.
What is Yosemite Capital Management's official website?
The official website of Yosemite Capital Management can be found at yosemitecapital.com.
What is Yosemite Capital Management's current revenue?
As of June 2023, Yosemite Capital Management's annual revenue reached $1B.
How many employees does Yosemite Capital Management currently have?
Yosemite Capital Management employs approximately 13+ people as of June 2023
Which industries is Yosemite Capital Management primarily operating in?
Yosemite Capital Management operates in the following industries: Finance, Credit
What are Yosemite Capital Management's industry tags?
Yosemite Capital Management's industry tags include: Financial Services, Financial Advisory Services
When was Yosemite Capital Management founded?
Yosemite Capital Management was founded in 2001.

Employee Directory

Key Employees

Ben Beckstead

Wealth Management Advisor

Phone Email

Paul Heckler

Managing Director

Phone Email