Vault-13

Managers in Newport Beach, CA

United States · 223 asset managers within 25 km (98 in Newport Beach itself) · 283 wealth managers, banks and others

Newport BeachLos AngelesPacific PalisadesEl SegundoBurbankRedondo BeachAliso ViejoHuntington 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: Irvine, CA 71 · Costa Mesa, CA 11 · Laguna Beach, CA 6 · Aliso Viejo, CA 6 · Long Beach, CA 6 · Corona Del Mar, CA 5 · Dana Point, CA 4 · Tustin, CA 3 · Santa Ana, CA 3 · Huntington Beach, CA 3 · Laguna Hills, CA 3 · Lake Forest, CA 3

Asset managers in and around Newport Beach

#Manager People here Assets Visa salary
51 REVITATE FUND ADVISOR LLC private equity, real estate · Newport Beach $398.6m about 6main office $398.6m
52 AVILA REAL ESTATE CAPITAL private equity · Irvine $341.2m 6 $341.2m
53 SHIMA CAPITAL MANAGEMENT LLC venture · Irvine $164.6m about 6main office $164.6m
54 PELORUS CAPITAL MANAGEMENT, LLC Irvine about 6main office
55 Kodai Capital Management LP hedge funds, futures · Newport Beach MILLENNIUM MANAGEMENT LLC, Kodai Capital Management LP $720.8bn 5 $720.8bn
56 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
57 EDELMAN FINANCIAL ENGINES Costa Mesa $326.3bn 5 $326.3bn
58 OneDigital Investment Advisors LLC institutions · Irvine $155.4bn 5 $155.4bn
59 Cliffwater LLC mutual funds, futures · Newport Beach $48.5bn 5 $48.5bn
60 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
61 CENTERSQUARE INVESTMENT MANAGEMENT LLC real estate, institutions · Newport Beach $13.7bn 5 $13.7bn
62 FPA REAL ESTATE ADVISERS GROUP, LLC real estate · Irvine $8.0bn about 5main office $8.0bn
63 GT INVESTMENT PARTNERS, LP Irvine $853.5m about 5main office $853.5m
64 TRITON PACIFIC HEALTHCARE PARTNERS, LLC private equity · San Juan Capistrano $379.6m about 5main office $379.6m
65 3SPOKE MANAGEMENT, LLC private equity, venture · Irvine $254.3m about 5main office $254.3m
66 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
67 MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC hedge funds, private equity, real estate, institutions and 1 more · Irvine $48.3bn 4 $48.3bn
68 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Newport Beach $39.4bn 4 $39.4bn
69 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC hedge funds, mutual funds · Corona Del Mar $36.9bn 4 $36.9bn
70 CABOT PROPERTIES L.P. real estate · Irvine $9.1bn 4 $9.1bn
71 MENLO EQUITIES hedge funds, real estate · Newport Beach $4.7bn 4 $4.7bn
72 ROW ASSET MANAGEMENT, LLC hedge funds, futures · Newport Beach $2.5bn about 4main office $2.5bn
73 TRIGUARD MANAGEMENT LLC private equity · Newport Beach $1.9bn about 4main office $1.9bn
74 AFFINITY INVESTMENT ADVISORS, LLC Newport Beach $1.2bn about 4main office $1.2bn
75 TRIPACIFIC CAPITAL ADVISORS, LLC institutions · Irvine $12.3m about 4main office $12.3m
76 HOAINVEST LLC Irvine about 4main office
77 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
78 Mesirow Financial Investment Management, Inc. real estate, institutions, futures · Aliso Viejo FLEXPATH STRATEGIES · 3 related pages $50.4bn about 3main office $50.4bn
79 VISION RIDGE PARTNERS, LLC private equity · Costa Mesa $6.1bn 3 $6.1bn
80 HINES CAPITAL ADVISORS LLC hedge funds, private equity, real estate · Newport Beach $5.1bn 3 $5.1bn
81 North Reef Capital Management LP hedge funds, futures · Laguna Beach $4.1bn about 3main office $4.1bn
82 KBS REALTY ADVISORS, LLC Newport Beach $2.7bn about 3main office $2.7bn
83 CARRICK CAPITAL PARTNERS private equity, venture · Newport Beach $2.1bn 3 $2.1bn
84 ARC70 ADVISERS LP hedge funds, private equity, futures · Costa Mesa $2.0bn 3 $2.0bn
85 KBS CAPITAL ADVISORS, LLC Newport Beach $1.7bn about 3main office $1.7bn
86 Guardian Financial Partners, LLC institutions · Orange $911.9m about 3main office $911.9m
87 FAROPOINT VENTURES, LLC private equity · Costa Mesa $780.0m 3 $780.0m
88 PRESERVATION EQUITY FUND ADVISORS, LLC real estate · Irvine $502.9m about 3main office $502.9m
89 BPM WEALTH ADVISORS, LLC institutions · Irvine $268.3m 3 $268.3m
90 Capital CS Group, LLC institutions · Irvine $227.3m about 3main office $227.3m
91 OPTIMIZE FINANCIAL INC. mutual funds · Irvine $221.7m about 3main office $221.7m
92 GSI Capital Advisors LLC institutions · Newport Beach $182.4m about 3main office $182.4m
93 VISTA POINT ASSET MANAGEMENT LLC Irvine about 3main office
94 US BANCORP \DE\ mutual funds, bank or insurer · Irvine U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn 2 $427.5bn
95 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
96 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
97 PRIME CAPITAL FINANCIAL institutions · Costa Mesa $39.1bn 2 $39.1bn
98 ULLICO INVESTMENT ADVISORS, INC. private equity, real estate, futures · Newport Beach $13.9bn 2 $13.9bn
99 MONTRUSCO BOLTON INVESTMENTS INC. private equity, institutions · Newport Beach $12.9bn 2 $12.9bn
100 Arena Capital Advisors, LLC- CA hedge funds, futures · Newport Beach $5.3bn 2 $5.3bn

223 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.