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Yosemite Capital Management
NEWPORT BEACH, CA
CRD: 124298
In network coverage since November 6, 2026 · 2 stories
$369MRegulatory AUMSEC Form ADV · Nov 7
8EmployeesForm ADV
1Deals on our tracker
Deal recordFull tracker →
Nov 5, 26Deal announcedThreadgill Financial · Peddock Capital Advisors · CW Advisors · $1.6B — coverage
Network coverage
Deals & PE
CW Advisors and BKFi deals add $1.825 billion in client assets
Meridian's CEO says the Merchant stake helped the firm add two or three advisors a year, while RedBird-backed Arax offers its 230 advisors equity.