Chief Financial Officer · Yosemite Management, LLC
David E. Williams
CRD 8247140 · Named on Form ADV at one SEC-registered adviser
At a glance
Yosemite Management, LLC, an SEC-registered asset manager based in SAN Francisco, CA with $1.1 billion in regulatory assets, lists David E. Williams on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- Yosemite Management, LLCChief Financial OfficerAsset manager · SAN Francisco, CA · $1.1B in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Carrie A. KiblerChief Compliance Officer, General Counsel, Yosemite Management, LLC
- Daniel P. McHughMember, Yosemite Management, LLC
- Reed P. JobsMember, Yosemite Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.