Vault-13

Managers in Coronado, CA

United States · 142 asset managers within 25 km (1 in Coronado itself) · 211 wealth managers, banks and others

CoronadoSanta MonicaEl SegundoRedondo BeachNewport BeachLake ForestTustinSolana BeachPowaySan Diego
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 Diego, CA 108 · La Jolla, CA 32 · Solana Beach, CA 15 · Encinitas, CA 10 · Del Mar, CA 3 · Poway, CA 3 · El Cajon, CA 2 · Cardiff By The Sea, CA 2 · Escondido, CA 2 · Rancho Santa Fe, CA 1

Asset managers in and around Coronado

#Manager People here Assets Visa salary
51 RIVERVEST VENTURE PARTNERS venture · San Diego 3
52 Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · San Diego CERITY PARTNERS RETIREMENT PLAN CONSULTANTS · 4 related pages $161.7bn 2 $161.7bn
53 SageView Advisory Group, LLC institutions · San Diego $37.5bn 2 $37.5bn
54 American Assets Investment Management, LLC hedge funds, institutions · San Diego $5.9bn about 2main office $5.9bn
55 Sage Capital Advisors,llc institutions · La Jolla $672.8m 2 $672.8m
56 ALDER CAPITAL San Diego about 2main office
57 BENCHMARK ADVISORY SERVICES, LLC San Diego about 2main office
58 NATIONWIDE FUND ADVISORS mutual funds · San Diego NATIONWIDE SECURITIES, LLC · 2 related pages $83.1bn 1 $83.1bn
59 USI ADVISORS institutions · San Diego $56.3bn 1 $56.3bn
60 STEPSTONE GROUP REAL ESTATE LP private equity, real estate, futures · La Jolla $17.2bn about 1main office $17.2bn
61 LSP Investment Advisors, LLC private equity · San Diego $12.6bn 1 $12.6bn
62 BOLTON GLOBAL ASSET MANAGEMENT institutions · La Jolla $8.3bn 1 $8.3bn
63 INSIGNEO ADVISORY SERVICES, LLC private equity, institutions · El Cajon $5.2bn 1 $5.2bn
64 Casdin Capital, LLC hedge funds, private equity, venture, futures · San Diego $2.9bn 1 $2.9bn
65 SUNDANCE BAY real estate · San Diego $2.1bn 1 $2.1bn
66 HAYFIN CAPITAL MANAGEMENT LLC structured credit, FCA fund manager · La Jolla HAYFIN CAPITAL MANAGEMENT LLC · 3 related pages $1.6bn 1 $1.6bn
67 FSA INVESTMENT GROUP, LLC private equity · San Diego $761.8m 1 $761.8m
68 NAMCOA institutions · San Diego $404.3m 1 $404.3m
69 COMUNIDAD REALTY PARTNERS real estate · San Diego $206.5m 1 $206.5m
70 VALUE TREND CAPITAL MANAGEMENT LP mutual funds · El Cajon $11.9m about 1main office $11.9m
71 VECTOR3 WEALTH MANAGEMENT San Diego about 1main office
72 INCREMENTUM CAPITAL PARTNERS LLC private equity · La Jolla 1main office
73 TELEGRAPH HILL PARTNERS venture · La Jolla 1
74 STEPSTONE GROUP REAL ASSETS LP hedge funds, private equity, futures · La Jolla $41.5bn office $41.5bn
75 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · La Jolla ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
76 REGENT PROPERTIES San Diego $1.8bn office $1.8bn
77 NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · San Diego NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn 2 offices $859.8bn
78 WELLS FARGO & COMPANY/MN wealth · San Diego WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn office $671.4bn
79 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · La Jolla RBC Rochdale, LLC · 23 related pages $590.8bn office $590.8bn
80 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · San Diego PRINCIPAL SECURITIES, INC. · 9 related pages $427.7bn office $427.7bn
81 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · San Diego COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn office $181.9bn
82 Corient Private Wealth LP hedge funds, private equity, venture, real estate and 1 more · San Diego Corient Private Wealth LP · 2 related pages $165.3bn office $165.3bn
83 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · San Diego W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn office $93.5bn
84 Axiom Advisory, LLC San Diego $10.7bn based here $10.7bn
85 STEPSTONE GROUP PRIVATE DEBT LLC private equity · La Jolla $5.8bn office $5.8bn
86 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · San Diego FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn office $2.6bn
87 Hilltop Holdings Inc. wealth, bank or insurer · San Diego HILLTOP SECURITIES INC. · 4 related pages $2.5bn office $2.5bn
88 TANG CAPITAL MANAGEMENT LLC San Diego $2.2bn based here $2.2bn
89 DOWLING & YAHNKE LLC San Diego $2.1bn based here $2.1bn
90 Callan Capital, LLC La Jolla $1.4bn based here $1.4bn
91 LM Advisors LLC San Diego $866.4m based here $866.4m
92 Financial Sense Advisors, Inc. San Diego $508.4m based here $508.4m
93 One Degree Advisors Inc San Diego $448.0m based here $448.0m
94 PRIVATE ASSET MANAGEMENT INC San Diego $425.8m based here $425.8m
95 Presidio Capital Management, LLC San Diego $399.9m based here $399.9m
96 AMERICAN ASSETS INC San Diego $332.3m based here $332.3m
97 Retirement Group, LLC asset owner · San Diego $279.3m based here $279.3m
98 Wealth Analytics Partners, LLC San Diego $275.7m based here $275.7m
99 WEALTH ADVISORS, INC. San Diego $223.3m based here $223.3m
100 Pacific Point Advisors, LLC San Diego $219.0m based here $219.0m

142 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.