Vault-13

Managers in Dana Point, CA

United States · 133 asset managers within 25 km (4 in Dana Point itself) · 163 wealth managers, banks and others

Dana PointLos AngelesPacific PalisadesEl SegundoBurbankRedondo BeachNewport BeachHuntington BeachSolana BeachSan 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: Newport Beach, CA 98 · Irvine, CA 71 · Carlsbad, CA 12 · Costa Mesa, CA 11 · Aliso Viejo, CA 6 · Laguna Beach, CA 6 · Corona Del Mar, CA 5 · Laguna Niguel, CA 3 · Laguna Hills, CA 3 · Lake Forest, CA 3 · Tustin, CA 3 · Santa Ana, CA 3

Asset managers in and around Dana Point

#Manager People here Assets Visa salary
51 KBS CAPITAL ADVISORS, LLC Newport Beach $1.7bn about 3main office $1.7bn
52 GSI Capital Advisors LLC institutions · Newport Beach $182.4m about 3main office $182.4m
53 Nuveen, LLC public funds (AU), hedge funds, private equity, venture and 8 more · Newport Beach TIAA CREF INVESTMENT MANAGEMENT LLC, Nuveen Asset Management, LLC · 23 related pages $419.2bn 2 $419.2bn
54 Corient Private Wealth LP hedge funds, private equity, venture, real estate and 1 more · Newport Beach Corient Private Wealth LP, Corient IA LP $165.3bn 2 $165.3bn
55 ULLICO INVESTMENT ADVISORS, INC. private equity, real estate, futures · Newport Beach $13.9bn 2 $13.9bn
56 MONTRUSCO BOLTON INVESTMENTS INC. private equity, institutions · Newport Beach $12.9bn 2 $12.9bn
57 Arena Capital Advisors, LLC- CA hedge funds, futures · Newport Beach $5.3bn 2 $5.3bn
58 BRIGHTSTAR CAPITAL PARTNERS private equity · Dana Point $4.8bn 2 $4.8bn
59 ANTHOS CAPITAL private equity, venture · Dana Point $3.0bn 2 $3.0bn
60 Camelot Capital Partners, LLC hedge funds · Laguna Beach $1.5bn about 2main office $1.5bn
61 TURNBRIDGE RE FUND MANAGEMENT COMPANY I LLC real estate · Corona Del Mar $567.8m 2 $567.8m
62 MILLENNIAL ADVISERS, LLC. private equity · Newport Beach $339.4m 2 $339.4m
63 FVLCRUM PARTNERS, LLC private equity · Lake Forest $328.8m 2 $328.8m
64 DAUNTLESS CAPITAL PARTNERS LLC private equity · Laguna Beach $283.5m 2 $283.5m
65 CWS CAPITAL PARTNERS LLC real estate · Newport Beach $268.4m about 2main office $268.4m
66 PORT STREET INVESTMENTS, LLC mutual funds · Newport Beach $174.5m about 2main office $174.5m
67 PENSERRA GLOBAL INVESTORS LLC institutions · Newport Beach $2 2 $2
68 DUNCAN FINANCIAL PLANNING ADVISORS San Clemente 2
69 Verition Fund Management LLC hedge funds, futures · Newport Beach $139.4bn 1 $139.4bn
70 First Pacific Advisors, LP hedge funds, mutual funds, futures · Newport Beach $32.0bn 1 $32.0bn
71 RIALTO CAPITAL MANAGEMENT, LLC hedge funds, real estate, futures · Newport Beach $21.7bn 1 $21.7bn
72 AFFILIATED MANAGERS GROUP, INC. hedge funds, private equity, mutual funds, institutions and 2 more · Newport Beach SYSTEMATIC FINANCIAL MANAGEMENT LP · 17 related pages $18.3bn 1 $18.3bn
73 WASHINGTON CAPITAL MANAGEMENT, INC private equity, real estate · Dana Point $7.4bn 1 $7.4bn
74 ALPHAPOINT, INC. institutions · Corona Del Mar $5.6bn about 1main office $5.6bn
75 Cinctive Capital Management LP hedge funds, futures · Laguna Beach $3.1bn 1 $3.1bn
76 GLOBAL STRATEGIC RISK MANAGEMENT, LLC hedge funds, futures · Newport Coast $2.9bn 1 $2.9bn
77 MARINER INSTITUTIONAL, LLC institutions · Newport Beach $2.8bn 1 $2.8bn
78 CLEARVIEW CAPITAL, L.P. private equity · Newport Beach $2.0bn 1 $2.0bn
79 WHITTIER ADVISORS, LLC mutual funds · Newport Beach $1.9bn about 1main office $1.9bn
80 THOROFARE, LLC Newport Beach $1.4bn 1 $1.4bn
81 FACTORIAL FUNDS MANAGEMENT LLC private equity, venture · Newport Beach $967.0m 1 $967.0m
82 MIG Capital, LLC hedge funds, futures · Newport Beach $589.5m about 1main office $589.5m
83 G.W. SHERWOLD ASSOCIATES, INC. institutions · Lake Forest $572.4m about 1main office $572.4m
84 FAMILY OFFICE INVESTMENT ADVISORY LLC Newport Beach $220.0m 1 $220.0m
85 MEDICI CAPITAL LLC hedge funds, futures · Newport Beach $215.8m about 1main office $215.8m
86 ANCHOR CAPITAL mutual funds · Aliso Viejo $191.2m about 1main office $191.2m
87 TT Capital Management LLC Trabuco Canyon $189.8m 1 $189.8m
88 GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG real estate, institutions · Newport Beach $179.4m 1 $179.4m
89 AWH FINANCIAL, LLC Lake Forest 1
90 DEEP BLUE CAPITAL Newport Beach about 1main office
91 STONEHENGE RETIREMENT PLANNERS asset owner · Laguna Hills 1
92 CALIBRATE VENTURES MANAGEMENT, LLC venture · Newport Beach 1
93 STRATOS TECHNOLOGIES CAPITAL MANAGEMENT LLC hedge funds, venture · Newport Beach 1
94 Madison Avenue Financial Solutions, LLC private equity, real estate, mutual funds · Newport Beach $2.1bn office $2.1bn
95 SILVERPEAK REAL ESTATE PARTNERS L.P. real estate, futures · San Clemente $307.1m office $307.1m
96 CESTRIAN CAPITAL RESEARCH, INC Newport Beach office
97 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Newport Beach MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn office $1.8tn
98 NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Newport Beach NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn office $859.8bn
99 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Newport Beach STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn office $197.5bn
100 Canadian Imperial Bank of Commerce wealth, bank or insurer · Newport Beach CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn

133 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.