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5120 Birch Street Suite 100, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-03-30 |
| TX | RA | APPROVED_RES | 2026-03-30 |
| CA | RA | APPROVED | 2026-03-27 |
Branch Locations
5120 Birch Street Suite 100, Newport Beach, CA 92660 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yosemite Capital Management | Newport Beach | CA | 04/2001 | Present |
| Aphd I, Llc | Newport Beach | CA | 12/2022 | Present |
1) Mr. Heckler, through his company APHD I, LLC, is a partial owner and co-Manager of INTRUST Investment Management, Inc., 5120 Birch St., #200, Newport Beach, CA 92660. INTRUST serves as the Manager of IIM Harrison Partners, LLC, a private real estate fund, IPG Monica Partners, LLC and InTrust Multifamily Opportunity Fund, LLC, which are recommended to certain YCM clients. In this capacity, Mr. Heckler spends less than 5% of his time on this activity. 2) Mr. Heckler is the Manager of Yosemite Properties, LLC a commercial real estate, a New Hampshire limited liability company; 5120 Birch Street, Suite 100, Newport Beach, CA 92660; Mr. Heckler spends less than .5% of his time on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-24 |
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