SourcingSourcing

YOSEMITE MANAGEMENT, LLC

C35
CRD 326764·SEC 801-128248·SAN FRANCISCO, CA
AUM
$1.14B
$1B+
Est. Revenue
$11.4M
@ 1% on AUM
Est. EBITDA
$3.4M
@ 30% margin
Est. Deal Value
$27.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
YOSEMITE MANAGEMENT, LLC
CRD
326764
SEC file #
801-128248
EIN
—
DBA names
—

Economics

AUM
$1.14B
AUM band
$1B+
AUM trajectory
'25'26
$866.4M → $1.14B▲ +31%
Client mix
Pooled Investment Vehicles3
Other3

Operations

Employees (total)
18
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'25'26
9 advisors → 9 advisors▬ 0%
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
yosemite.co

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JOBS, REED, PAUL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
JOBS, REED, PAUL
MCHUGH, DANIEL, PATRICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
158
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7751213
Trust Company Affiliate
No

People (4)

4
JOBS, REED, PAUL
Direct Owner · 62.5%
7751213
MCHUGH, DANIEL, PATRICK
Direct Owner · 37.5%
7748943
KIBLER, CARRIE, AMY
Executive Officer · 2.5%
7748867
Williams, David, Edward
Executive Officer · 2.5%
8247140