Vault-13

Managers in Orange, CA

United States · 208 asset managers within 25 km (2 in Orange itself) · 275 wealth managers, banks and others

OrangeLos AngelesPacific PalisadesEl SegundoBurbankRedondo BeachNewport BeachAliso ViejoHuntington BeachSolana Beach
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 · Pasadena, CA 52 · Manhattan Beach, CA 16 · Costa Mesa, CA 11 · Redondo Beach, CA 10 · Hermosa Beach, CA 10 · Torrance, CA 9 · Long Beach, CA 6 · Laguna Beach, CA 6 · Aliso Viejo, CA 6 · Corona Del Mar, CA 5

Asset managers in and around Orange

#Manager People here Assets Visa salary
51 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
52 EDELMAN FINANCIAL ENGINES Costa Mesa $326.3bn 5 $326.3bn
53 OneDigital Investment Advisors LLC institutions · Irvine $155.4bn 5 $155.4bn
54 Cliffwater LLC mutual funds, futures · Newport Beach $48.5bn 5 $48.5bn
55 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
56 CENTERSQUARE INVESTMENT MANAGEMENT LLC real estate, institutions · Newport Beach $13.7bn 5 $13.7bn
57 FPA REAL ESTATE ADVISERS GROUP, LLC real estate · Irvine $8.0bn about 5main office $8.0bn
58 GT INVESTMENT PARTNERS, LP Irvine $853.5m about 5main office $853.5m
59 3SPOKE MANAGEMENT, LLC private equity, venture · Irvine $254.3m about 5main office $254.3m
60 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
61 MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC hedge funds, private equity, real estate, institutions and 1 more · Irvine $48.3bn 4 $48.3bn
62 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Newport Beach $39.4bn 4 $39.4bn
63 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC hedge funds, mutual funds · Corona Del Mar $36.9bn 4 $36.9bn
64 CABOT PROPERTIES L.P. real estate · Irvine $9.1bn 4 $9.1bn
65 MENLO EQUITIES hedge funds, real estate · Newport Beach $4.7bn 4 $4.7bn
66 ROW ASSET MANAGEMENT, LLC hedge funds, futures · Newport Beach $2.5bn about 4main office $2.5bn
67 TRIGUARD MANAGEMENT LLC private equity · Newport Beach $1.9bn about 4main office $1.9bn
68 AFFINITY INVESTMENT ADVISORS, LLC Newport Beach $1.2bn about 4main office $1.2bn
69 TRIPACIFIC CAPITAL ADVISORS, LLC institutions · Irvine $12.3m about 4main office $12.3m
70 HOAINVEST LLC Irvine about 4main office
71 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
72 VISION RIDGE PARTNERS, LLC private equity · Costa Mesa $6.1bn 3 $6.1bn
73 HINES CAPITAL ADVISORS LLC hedge funds, private equity, real estate · Newport Beach $5.1bn 3 $5.1bn
74 KBS REALTY ADVISORS, LLC Newport Beach $2.7bn about 3main office $2.7bn
75 CARRICK CAPITAL PARTNERS private equity, venture · Newport Beach $2.1bn 3 $2.1bn
76 ARC70 ADVISERS LP hedge funds, private equity, futures · Costa Mesa $2.0bn 3 $2.0bn
77 KBS CAPITAL ADVISORS, LLC Newport Beach $1.7bn about 3main office $1.7bn
78 Guardian Financial Partners, LLC institutions · Orange $911.9m about 3main office $911.9m
79 FAROPOINT VENTURES, LLC private equity · Costa Mesa $780.0m 3 $780.0m
80 PRESERVATION EQUITY FUND ADVISORS, LLC real estate · Irvine $502.9m about 3main office $502.9m
81 BPM WEALTH ADVISORS, LLC institutions · Irvine $268.3m 3 $268.3m
82 Capital CS Group, LLC institutions · Irvine $227.3m about 3main office $227.3m
83 OPTIMIZE FINANCIAL INC. mutual funds · Irvine $221.7m about 3main office $221.7m
84 GSI Capital Advisors LLC institutions · Newport Beach $182.4m about 3main office $182.4m
85 VISTA POINT ASSET MANAGEMENT LLC Irvine about 3main office
86 US BANCORP \DE\ mutual funds, bank or insurer · Irvine U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn 2 $427.5bn
87 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
88 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
89 PRIME CAPITAL FINANCIAL institutions · Costa Mesa $39.1bn 2 $39.1bn
90 ULLICO INVESTMENT ADVISORS, INC. private equity, real estate, futures · Newport Beach $13.9bn 2 $13.9bn
91 MONTRUSCO BOLTON INVESTMENTS INC. private equity, institutions · Newport Beach $12.9bn 2 $12.9bn
92 Arena Capital Advisors, LLC- CA hedge funds, futures · Newport Beach $5.3bn 2 $5.3bn
93 RESMARK EQUITY PARTNERS, LLC real estate, futures · Irvine $2.0bn 2 $2.0bn
94 RLH EQUITY PARTNERS private equity · Irvine $1.2bn 2 $1.2bn
95 TURNBRIDGE RE FUND MANAGEMENT COMPANY I LLC real estate · Corona Del Mar $567.8m 2 $567.8m
96 MILLENNIAL ADVISERS, LLC. private equity · Newport Beach $339.4m 2 $339.4m
97 FVLCRUM PARTNERS, LLC private equity · Lake Forest $328.8m 2 $328.8m
98 CWS CAPITAL PARTNERS LLC real estate · Newport Beach $268.4m about 2main office $268.4m
99 PORT STREET INVESTMENTS, LLC mutual funds · Newport Beach $174.5m about 2main office $174.5m
100 PENSERRA GLOBAL INVESTORS LLC institutions · Newport Beach $2 2 $2

208 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.