Vault-13

Managers in Berkeley, CA

United States · 1,040 asset managers within 25 km (11 in Berkeley itself) · 305 wealth managers, banks and others

BerkeleyAlamedaSouth San FranciscoRichmondSausalitoLarkspurPalo AltoRedwood CityPortola ValleyFremont
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: San Francisco, CA 887 · Palo Alto, CA 205 · Menlo Park, CA 171 · Atherton, CA 85 · San Mateo, CA 75 · Walnut Creek, CA 40 · Burlingame, CA 40 · Redwood City, CA 40 · Larkspur, CA 38 · Mill Valley, CA 28 · Oakland, CA 25 · San Rafael, CA 16

Asset managers in and around Berkeley

#Manager People here Assets Visa salary
601 MERITECH CAPITAL venture · San Francisco office
602 UNUSUAL VENTURES venture · San Francisco office
603 CHARLES SCHWAB INVESTMENT MANAGEMENT INC mutual funds, futures · San Francisco $1.7tn office $1.7tn
604 WELLS FARGO & COMPANY/MN wealth · Walnut Creek, San Francisco WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn · visa salary $173,300 office $671.4bn $173,3003 filings
605 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · San Francisco RBC CAPITAL MARKETS, LLC, RBC Rochdale, LLC · 23 related pages $590.8bn · visa salary $175,000 2 offices $590.8bn $175,0008 filings
606 BANK OF MONTREAL /CAN/ hedge funds, private equity, venture, real estate and 3 more · San Francisco BMO Family Office, LLC · 10 related pages $275.2bn office $275.2bn
607 CITIGROUP INC private equity, real estate, wealth · San Francisco Citigroup Global Markets Inc. · 13 related pages $215.3bn · visa salary $175,000 office $215.3bn $175,0006 filings
608 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · San Francisco STIFEL NICOLAUS & CO INC \MO\, 1919 Investment Counsel, LLC, Washington Crossing Advisers LLC · 8 related pages $197.5bn 2 offices $197.5bn
609 Canadian Imperial Bank of Commerce wealth, bank or insurer · San Francisco CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
610 PERPETUAL LIMITED public funds (AU), private equity, mutual funds, FCA fund manager and 1 more · San Francisco TRILLIUM ASSET MANAGEMENT, LLC · 3 related pages $59.0bn office $59.0bn
611 FIRST MANHATTAN CO. LLC. hedge funds, private equity, wealth · San Francisco FIRST MANHATTAN CO. LLC · 2 related pages $39.2bn office $39.2bn
612 OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · San Francisco OPPENHEIMER & CO. INC. · 5 related pages $36.7bn office $36.7bn
613 Pathstone Holdings, LLC wealth · Walnut Creek ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn office $34.3bn
614 AlTi Global, Inc. hedge funds, private equity, real estate, futures and 2 more · San Francisco TIEDEMANN ADVISORS, LLC · 3 related pages $31.0bn office $31.0bn
615 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · San Francisco Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
616 FTV Management Company, L.P. venture · San Francisco FTV CAPITAL, FTV Management Company, L.P. $11.9bn office $11.9bn
617 CONFEDERATION NATIONALE CREDIT MUTUEL wealth, bank or insurer · San Francisco TRANSATLANTIQUE PRIVATE WEALTH LLC · 10 related pages $8.1bn office $8.1bn
618 WestCap Management, LLC private equity · San Francisco $7.4bn office $7.4bn
619 PACIFIC HEIGHTS ASSET MANAGEMENT, LLC mutual funds · San Francisco $7.3bn office $7.3bn
620 ValueAct Holdings, L.P. San Francisco $5.6bn based here $5.6bn
621 REGENTS OF THE UNIVERSITY OF CALIFORNIA asset owner · Oakland $4.4bn based here $4.4bn
622 Davis Asset Management, L.P. Sausalito $3.9bn based here $3.9bn
623 Founders Fund Growth II Management, LP San Francisco $3.9bn based here $3.9bn
624 Pacific Heights Asset Management LLC San Francisco $3.2bn based here $3.2bn
625 H&F Corporate Investors X, Ltd. San Francisco $2.8bn based here $2.8bn
626 TITLEIST ASSET MANAGEMENT, LLC wealth · San Francisco TITLEIST ASSET MANAGEMENT, LLC · 2 related pages $2.8bn office $2.8bn
627 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · San Francisco FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn office $2.6bn
628 Hilltop Holdings Inc. wealth, bank or insurer · San Francisco HILLTOP SECURITIES INC. · 4 related pages $2.5bn office $2.5bn
629 EMPROS CAPITAL LLC private equity · San Francisco $2.3bn office $2.3bn
630 Tao Capital Management LP San Francisco $1.9bn based here $1.9bn
631 True Link Financial Advisors, LLC San Francisco $1.7bn based here $1.7bn
632 Asset Dedication, LLC San Francisco $1.6bn based here $1.6bn
633 Ashfield Capital Partners, LLC San Francisco $1.2bn based here $1.2bn
634 Ensemble Capital Management, LLC San Francisco $1.2bn based here $1.2bn
635 SCP Investment, LP hedge funds, futures · Orinda $1.2bn based here $1.2bn
636 Triple Frond Partners LLC San Francisco $1.1bn based here $1.1bn
637 GENERATE CAPITAL ADVISORS, PB LLC private equity · San Francisco $737.2m office $737.2m
638 STEWART & PATTEN CO LLC Lafayette $668.9m based here $668.9m
639 ASK CAPITAL MANAGEMENT, LLC San Francisco $649.2m based here $649.2m
640 BTR CAPITAL MANAGEMENT INC Oakland $640.6m based here $640.6m
641 Peninsula Wealth, LLC San Francisco $586.7m based here $586.7m
642 FPR PARTNERS LLC San Francisco $578.6m based here $578.6m
643 Mission Creek Capital Partners, Inc. San Francisco $568.9m based here $568.9m
644 venBio Partners LLC venture, futures · San Francisco $519.4m office $519.4m
645 Gifford Fong Associates Lafayette $501.4m based here $501.4m
646 Bedell Frazier Investment Counselling, LLC Walnut Creek $495.0m based here $495.0m
647 Knox Lane LP San Francisco $478.0m based here $478.0m
648 Parkside Advisors LLC Berkeley $455.1m based here $455.1m
649 Westend Capital Management, LLC Sausalito $437.2m based here $437.2m
650 HEIGHTS CAPITAL MANAGEMENT, INC San Francisco $433.1m based here $433.1m

1,040 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.