Yosemite Capital Management Employee Directory

Q: What is Yosemite Capital Management known for?

Yosemite Capital Management was founded in 2001. Yosemite Capital Management operates in the Financial Services industry.

Q: How many employees does Yosemite Capital Management have currently?

Yosemite Capital Management has approximately 14 employees.

Financial ServicesUnited States11-50 Employees

At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.  We offer the personal attention of a boutique firm combined with the resources and financial stability of a world-class financial services firm.

Our mission is to provide excellent comprehensive family and personal wealth management services that exceed our client’s expectations.  Our business is people and promoting their financial independence.  We believe that putting the financial wellbeing of our clients first ultimately serves the best interests of our associates and our communities.

We are committed to applying our energies, intellect, and professional knowledge to achieving unsurpassed client satisfaction. By utilizing an institutionally developed investment plan, defined through value-added investment management, we strive to provide the highest level of service thereby enhancing the quality of our client’s lives.

Find Yosemite Capital Management employees' phone numbers or email addresses

Yosemite Capital Management Global Highlights

North America
11

United States Of America
11

Yosemite Capital Management's Leadership

C. C.
Director Of Financial Planning
Mobile Phone
Email
R. T.
Director Of Operations And Client Service
Mobile Phone
Email
X. C.
Managing Director
Mobile Phone
Email
B. B.
Wealth Manager
Mobile Phone
Email
B. C.
Senior Registered Client Services Associate
Mobile Phone
Email
L. R.
Sr. Investment Advisor
Mobile Phone
Email
P. S.
Full Charge Bookkeeper
Mobile Phone
Email

Contact profiles from Yosemite Capital Management

Name

Title

Contact Info

Location

Last Update

C. C.
Director Of Financial Planning
Mobile Phone
Email
Oct 17, 2024
R. T.
Director Of Operations And Client Service
Mobile Phone
Email
Oct 17, 2024
X. C.
Managing Director
Mobile Phone
Email
Hong KongHong Kong
Sep 24, 2025
B. B.
Wealth Manager
Mobile Phone
Email
United States
Oct 21, 2025
B. C.
Senior Registered Client Services Associate
Mobile Phone
Email
Oct 22, 2024
L. R.
Sr. Investment Advisor
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
P. S.
Full Charge Bookkeeper
Mobile Phone
Email
United StatesTexas
Sep 12, 2025

Frequently Asked Questions

What is Yosemite Capital Management known for?

Yosemite Capital Management was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 5120 Birch St, Suite 100 Newport Beach, California 92660, US; you can contact the main corporate office by phone at

+1-714-730-****

. Explore Yosemite Capital Management's company overview page for more information.

What is Yosemite Capital Management's most common email format?

Yosemite Capital Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Yosemite Capital Management email formats with LeadIQ.

How many employees does Yosemite Capital Management have currently?

Yosemite Capital Management has approximately 14 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Yosemite Capital Management's key employees and leadership?

As of December 2025, Yosemite Capital Management's key employees include:

Director Of Financial Planning: C. C.
Director Of Operations And Client Service: R. T.
Managing Director: X. C.
Wealth Manager: B. B.
Senior Registered Client Services Associate: B. C.

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