Privacy Policy

FACTS
WHAT DOES YOSEMITE CAPITAL MANAGEMENT, LLC
DO WITH YOUR PERSONAL INFORMATION?
Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security Number and Income
  • Account Balances and Account Number
  • Account Transactions and Assets

When you are no longer our customer, we continue to share your information as described in this notice.

How?
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Yosemite Capital Management, LLC chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information Does Yosemite Capital Management, LLC share? Can you limit this sharing?
For our everyday business purposes — such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or at your request to other service providers you identify to us acting on your behalf. YES NO
For our marketing purposes - to offer our products and services to you YES NO
For joint marketing with other financial companies NO We Don't Share
For our affiliates' everyday business purposes - information about your transactions and experiences NO We Don't Share
For our affiliates' everyday business purposes - information about your creditworthiness NO We Don't Share
For nonaffiliates to market to you NO We Don't Share
Question?
Call Yosemite Capital Management, LLC at 714-730-3310 or contact Sandra at This email address is being protected from spambots. You need JavaScript enabled to view it.
WHO WE ARE
Who is providing this notice? Yosemite Capital Management, LLC
WHAT WE DO
How does Yosemite Capital Management, LLC protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Yosemite Capital Management, LLC collect my personal information?

We collect your personal information, for example, when you:

  • Enter into an Investment Advisory Contract or Deposit Money
  • Open an Account or Seek Advice about your Investments
  • Seek Financial Advice
Why can't I limit all sharing?

Federal law gives you the right to limit only:

  • sharing for affiliates’ everyday business purposes—information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

DEFINITIONS
Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • Yosemite Capital Management, LLC does have an affiliated relationship with HMWC CPAs & Business Advisors.
Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Yosemite Capital Management, LLC does not share with non-affiliates so they can market to you.
Joint Marketing

A formal agreement between non-affiliated financial companies that together market financial products or services to you.

  • Yosemite Capital Management, LLC does not jointly market.
Other Important information

Information for Vermont, California and Nevada Customers

In response to a Vermont regulation, if we disclose personal information about you to non-affiliated third parties with whom we have joint marketing agreements, we will only disclose your name, address, other contact information, and information about our transactions or experiences with you.

In response to a California law, we automatically treat accounts with California billing addresses as if you do not want to disclose personal information about you to non-affiliated third parties except as permitted by the applicable California law. We will also limit the sharing of personal information about you with our affiliates to comply with all California privacy laws that apply to us.

Nevada law requires us to disclose that you may request to be placed on our “do not call” list at any time by calling 1-831-759-6300. To obtain further information, contact the Bureau of Consumer Protection, Office of the Nevada Attorney General at 555 E. Washington Ave., Suite 3900, Las Vegas, NV 88101; phone 1-702-486-3132; email This email address is being protected from spambots. You need JavaScript enabled to view it. .

 

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