Managers in San Juan Capistrano, CA

United States · 202 asset managers within 25 km (1 in San Juan Capistrano itself) · 242 wealth managers, banks and others

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 · Dana Point, CA 4 · Laguna Niguel, CA 3 · Laguna Hills, CA 3 · Lake Forest, CA 3 · Tustin, CA 3

Asset managers in and around San Juan Capistrano

#	Manager	People here	Assets
51	Kodai Capital Management LP hedge funds, futures · Newport Beach MILLENNIUM MANAGEMENT LLC, Kodai Capital Management LP $720.8bn	5	$720.8bn
52	OneDigital Investment Advisors LLC institutions · Irvine $155.4bn	5	$155.4bn
53	Cliffwater LLC mutual funds, futures · Newport Beach $48.5bn	5	$48.5bn
54	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
55	CENTERSQUARE INVESTMENT MANAGEMENT LLC real estate, institutions · Newport Beach $13.7bn	5	$13.7bn
56	FPA REAL ESTATE ADVISERS GROUP, LLC real estate · Irvine $8.0bn	about 5main office	$8.0bn
57	GT INVESTMENT PARTNERS, LP Irvine $853.5m	about 5main office	$853.5m
58	TRITON PACIFIC HEALTHCARE PARTNERS, LLC private equity · San Juan Capistrano $379.6m	about 5main office	$379.6m
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	Mesirow Financial Investment Management, Inc. real estate, institutions, futures · Aliso Viejo FLEXPATH STRATEGIES · 3 related pages $50.4bn	about 3main office	$50.4bn
73	HINES CAPITAL ADVISORS LLC hedge funds, private equity, real estate · Newport Beach $5.1bn	3	$5.1bn
74	North Reef Capital Management LP hedge funds, futures · Laguna Beach $4.1bn	about 3main office	$4.1bn
75	KBS REALTY ADVISORS, LLC Newport Beach $2.7bn	about 3main office	$2.7bn
76	CARRICK CAPITAL PARTNERS private equity, venture · Newport Beach $2.1bn	3	$2.1bn
77	KBS CAPITAL ADVISORS, LLC Newport Beach $1.7bn	about 3main office	$1.7bn
78	PRESERVATION EQUITY FUND ADVISORS, LLC real estate · Irvine $502.9m	about 3main office	$502.9m
79	BPM WEALTH ADVISORS, LLC institutions · Irvine $268.3m	3	$268.3m
80	Capital CS Group, LLC institutions · Irvine $227.3m	about 3main office	$227.3m
81	OPTIMIZE FINANCIAL INC. mutual funds · Irvine $221.7m	about 3main office	$221.7m
82	GSI Capital Advisors LLC institutions · Newport Beach $182.4m	about 3main office	$182.4m
83	VISTA POINT ASSET MANAGEMENT LLC Irvine	about 3main office
84	US BANCORP \DE\ mutual funds, bank or insurer · Irvine U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn	2	$427.5bn
85	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
86	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
87	ULLICO INVESTMENT ADVISORS, INC. private equity, real estate, futures · Newport Beach $13.9bn	2	$13.9bn
88	MONTRUSCO BOLTON INVESTMENTS INC. private equity, institutions · Newport Beach $12.9bn	2	$12.9bn
89	Arena Capital Advisors, LLC- CA hedge funds, futures · Newport Beach $5.3bn	2	$5.3bn
90	BRIGHTSTAR CAPITAL PARTNERS private equity · Dana Point $4.8bn	2	$4.8bn
91	ANTHOS CAPITAL private equity, venture · Dana Point $3.0bn	2	$3.0bn
92	RESMARK EQUITY PARTNERS, LLC real estate, futures · Irvine $2.0bn	2	$2.0bn
93	Camelot Capital Partners, LLC hedge funds · Laguna Beach $1.5bn	about 2main office	$1.5bn
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	DAUNTLESS CAPITAL PARTNERS LLC private equity · Laguna Beach $283.5m	2	$283.5m
99	CWS CAPITAL PARTNERS LLC real estate · Newport Beach $268.4m	about 2main office	$268.4m
100	PORT STREET INVESTMENTS, LLC mutual funds · Newport Beach $174.5m	about 2main office	$174.5m

202 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.