Vault-13

Managers in Lake Forest, CA

United States · 221 asset managers within 25 km (3 in Lake Forest itself) · 273 wealth managers, banks and others

Lake ForestLos AngelesPacific PalisadesEl SegundoBurbankRedondo BeachNewport BeachLaguna 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 · Costa Mesa, CA 11 · Aliso Viejo, CA 6 · Laguna Beach, CA 6 · Long Beach, CA 6 · Corona Del Mar, CA 5 · Dana Point, CA 4 · Laguna Hills, CA 3 · Laguna Niguel, CA 3 · Tustin, CA 3 · Santa Ana, CA 3

Asset managers in and around Lake Forest

#Manager People here Assets Visa salary
51 SHIMA CAPITAL MANAGEMENT LLC venture · Irvine $164.6m about 6main office $164.6m
52 PELORUS CAPITAL MANAGEMENT, LLC Irvine about 6main office
53 Kodai Capital Management LP hedge funds, futures · Newport Beach MILLENNIUM MANAGEMENT LLC, Kodai Capital Management LP $720.8bn 5 $720.8bn
54 DEUTSCHE BANK AKTIENGESELLSCHAFT private equity, real estate, structured credit, mutual funds and 4 more · Costa Mesa RREEF AMERICA LLC, DWS INVESTMENT MANAGEMENT AMERICAS, INC · 17 related pages $344.1bn 5 $344.1bn
55 EDELMAN FINANCIAL ENGINES Costa Mesa $326.3bn 5 $326.3bn
56 OneDigital Investment Advisors LLC institutions · Irvine $155.4bn 5 $155.4bn
57 Cliffwater LLC mutual funds, futures · Newport Beach $48.5bn 5 $48.5bn
58 Aristotle Capital Management, LLC hedge funds, mutual funds · Newport Beach ARISTOTLE INVESTMENT SERVICES, LLC, Aristotle Capital Management, LLC, Aristotle Atlantic Partners, LLC · 4 related pages $43.5bn about 5main office $43.5bn
59 CENTERSQUARE INVESTMENT MANAGEMENT LLC real estate, institutions · Newport Beach $13.7bn 5 $13.7bn
60 FPA REAL ESTATE ADVISERS GROUP, LLC real estate · Irvine $8.0bn about 5main office $8.0bn
61 GT INVESTMENT PARTNERS, LP Irvine $853.5m about 5main office $853.5m
62 TRITON PACIFIC HEALTHCARE PARTNERS, LLC private equity · San Juan Capistrano $379.6m about 5main office $379.6m
63 3SPOKE MANAGEMENT, LLC private equity, venture · Irvine $254.3m about 5main office $254.3m
64 GOLDMAN SACHS GROUP INC hedge funds, private equity, real estate, structured credit and 6 more · Newport Beach GOLDMAN SACHS WEALTH SERVICES, L.P., GOLDMAN SACHS ASSET MANAGEMENT, L.P. · 17 related pages $2.6tn 4 $2.6tn
65 MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC hedge funds, private equity, real estate, institutions and 1 more · Irvine $48.3bn 4 $48.3bn
66 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Newport Beach $39.4bn 4 $39.4bn
67 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC hedge funds, mutual funds · Corona Del Mar $36.9bn 4 $36.9bn
68 CABOT PROPERTIES L.P. real estate · Irvine $9.1bn 4 $9.1bn
69 MENLO EQUITIES hedge funds, real estate · Newport Beach $4.7bn 4 $4.7bn
70 ROW ASSET MANAGEMENT, LLC hedge funds, futures · Newport Beach $2.5bn about 4main office $2.5bn
71 TRIGUARD MANAGEMENT LLC private equity · Newport Beach $1.9bn about 4main office $1.9bn
72 AFFINITY INVESTMENT ADVISORS, LLC Newport Beach $1.2bn about 4main office $1.2bn
73 TRIPACIFIC CAPITAL ADVISORS, LLC institutions · Irvine $12.3m about 4main office $12.3m
74 HOAINVEST LLC Irvine about 4main office
75 JANUS HENDERSON GROUP PLC public funds (AU), hedge funds, private equity, mutual funds and 2 more · Newport Beach JANUS HENDERSON INVESTORS US LLC · 3 related pages $380.4bn 3 $380.4bn
76 Mesirow Financial Investment Management, Inc. real estate, institutions, futures · Aliso Viejo FLEXPATH STRATEGIES · 3 related pages $50.4bn about 3main office $50.4bn
77 VISION RIDGE PARTNERS, LLC private equity · Costa Mesa $6.1bn 3 $6.1bn
78 HINES CAPITAL ADVISORS LLC hedge funds, private equity, real estate · Newport Beach $5.1bn 3 $5.1bn
79 North Reef Capital Management LP hedge funds, futures · Laguna Beach $4.1bn about 3main office $4.1bn
80 KBS REALTY ADVISORS, LLC Newport Beach $2.7bn about 3main office $2.7bn
81 CARRICK CAPITAL PARTNERS private equity, venture · Newport Beach $2.1bn 3 $2.1bn
82 ARC70 ADVISERS LP hedge funds, private equity, futures · Costa Mesa $2.0bn 3 $2.0bn
83 KBS CAPITAL ADVISORS, LLC Newport Beach $1.7bn about 3main office $1.7bn
84 Guardian Financial Partners, LLC institutions · Orange $911.9m about 3main office $911.9m
85 FAROPOINT VENTURES, LLC private equity · Costa Mesa $780.0m 3 $780.0m
86 PRESERVATION EQUITY FUND ADVISORS, LLC real estate · Irvine $502.9m about 3main office $502.9m
87 BPM WEALTH ADVISORS, LLC institutions · Irvine $268.3m 3 $268.3m
88 Capital CS Group, LLC institutions · Irvine $227.3m about 3main office $227.3m
89 OPTIMIZE FINANCIAL INC. mutual funds · Irvine $221.7m about 3main office $221.7m
90 GSI Capital Advisors LLC institutions · Newport Beach $182.4m about 3main office $182.4m
91 VISTA POINT ASSET MANAGEMENT LLC Irvine about 3main office
92 US BANCORP \DE\ mutual funds, bank or insurer · Irvine U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn 2 $427.5bn
93 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
94 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
95 PRIME CAPITAL FINANCIAL institutions · Costa Mesa $39.1bn 2 $39.1bn
96 ULLICO INVESTMENT ADVISORS, INC. private equity, real estate, futures · Newport Beach $13.9bn 2 $13.9bn
97 MONTRUSCO BOLTON INVESTMENTS INC. private equity, institutions · Newport Beach $12.9bn 2 $12.9bn
98 Arena Capital Advisors, LLC- CA hedge funds, futures · Newport Beach $5.3bn 2 $5.3bn
99 BRIGHTSTAR CAPITAL PARTNERS private equity · Dana Point $4.8bn 2 $4.8bn
100 ANTHOS CAPITAL private equity, venture · Dana Point $3.0bn 2 $3.0bn

221 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.