Vault-13

Managers in Trabuco Canyon, CA

United States · 103 asset managers within 25 km (1 in Trabuco Canyon itself) · 154 wealth managers, banks and others

Trabuco CanyonLos 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 · Corona Del Mar, CA 5 · Dana Point, CA 4 · Lake Forest, CA 3 · Laguna Hills, CA 3 · Laguna Niguel, CA 3 · Tustin, CA 3 · Santa Ana, CA 3

Asset managers in and around Trabuco Canyon

#Manager People here Assets Visa salary
51 Divco West Real Estate Services, LLC real estate · Irvine $16.3bn 1 $16.3bn
52 RFG Advisory, LLC mutual funds · Irvine $8.0bn 1 $8.0bn
53 WASHINGTON CAPITAL MANAGEMENT, INC private equity, real estate · Dana Point $7.4bn 1 $7.4bn
54 Cinctive Capital Management LP hedge funds, futures · Laguna Beach $3.1bn 1 $3.1bn
55 GLOBAL STRATEGIC RISK MANAGEMENT, LLC hedge funds, futures · Newport Coast $2.9bn 1 $2.9bn
56 G.W. SHERWOLD ASSOCIATES, INC. institutions · Lake Forest $572.4m about 1main office $572.4m
57 ANCHOR CAPITAL mutual funds · Aliso Viejo $191.2m about 1main office $191.2m
58 TT Capital Management LLC Trabuco Canyon $189.8m 1 $189.8m
59 AWH FINANCIAL, LLC Lake Forest 1
60 MY ADVISORS US LLC Tustin about 1main office
61 STONEHENGE RETIREMENT PLANNERS asset owner · Laguna Hills 1
62 USI SECURITIES, INC. Irvine 1
63 Apollo Capital Management, L.P. hedge funds, private equity, real estate, structured credit and 3 more · Irvine APOLLO CAPITAL MANAGEMENT, L.P., APOLLO REAL ESTATE FUND ADVISER, LLC, APOLLO MANAGER, LLC · 12 related pages $718.5bn office $718.5bn
64 CLEARLAKE CAPITAL GROUP, L.P. hedge funds, private equity, structured credit, futures · Irvine CLEARLAKE CAPITAL RIC MANAGEMENT, LLC · 2 related pages $83.6bn office $83.6bn
65 JPMORGAN CHASE & CO hedge funds, private equity, real estate, structured credit and 6 more · Irvine J.P. Morgan Securities LLC · 21 related pages $3.5tn · visa salary $167,000 office $3.5tn $167,0003 filings
66 Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Irvine EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn office $763.4bn
67 WELLS FARGO & COMPANY/MN wealth · Irvine WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn office $671.4bn
68 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Irvine RBC Rochdale, LLC · 23 related pages $590.8bn office $590.8bn
69 Fisher Asset Management, LLC wealth · Irvine FISHER INVESTMENTS · 2 related pages $386.7bn office $386.7bn
70 HSBC HOLDINGS PLC private equity, real estate, institutions, futures and 3 more · Irvine HSBC SECURITIES USA INC · 12 related pages $260.2bn office $260.2bn
71 CAPITAL BANK AND TRUST COMPANY futures · Irvine $251.0bn office $251.0bn
72 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Irvine STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn office $197.5bn
73 Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Irvine Cerity Partners LLC · 4 related pages $161.7bn office $161.7bn
74 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Irvine Thrivent Investment Management Inc · 5 related pages $128.7bn office $128.7bn
75 ALLSTATE CORP structured credit, wealth · Tustin ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
76 Acorns Advisers, LLC Irvine $15.3bn based here $15.3bn
77 Three Arch Wealth Management LLC Irvine $651.9m based here $651.9m
78 Towneley Capital Management, Inc / DE Laguna Hills $509.5m based here $509.5m
79 Anfield Capital Management, LLC Irvine $363.5m based here $363.5m
80 VALIDEX GLOBAL INVESTING Irvine $352.9m office $352.9m
81 TCFG Investment Advisors, LLC Laguna Niguel $296.8m based here $296.8m
82 TCFG WEALTH MANAGEMENT, LLC Laguna Niguel $267.5m based here $267.5m
83 Pachira Investments Inc. Dana Point $265.0m based here $265.0m
84 EHRLICH FINANCIAL GROUP Laguna Niguel $194.4m based here $194.4m
85 PROVENCE WEALTH MANAGEMENT GROUP Irvine $186.1m based here $186.1m
86 Clearview Wealth Management LLC Irvine $155.6m based here $155.6m
87 Sun Group Wealth Partners Irvine $146.6m based here $146.6m
88 Anchor Capital Management Group Inc Aliso Viejo $145.1m based here $145.1m
89 marrick wealth, LLC Irvine $140.8m based here $140.8m
90 CROSSPOINT FINANCIAL, LLC Tustin $43.7m based here $43.7m
91 PATHWAY CAPITAL MANAGEMENT, LP Irvine $23.9m based here $23.9m
92 Sapience Investments, LLC Irvine $771.9k based here $771.9k
93 AIX ALPHA LLC hedge funds · Corona office
94 IMPACT AMERICA MANAGEMENT, LLC venture · Irvine office
95 LIEEF LLC private equity · Irvine office
96 LOTUS DOMAINE MANAGEMENT LLC private equity · Irvine office
97 NEWCOAST GROUP MANAGEMENT LLC hedge funds, futures · Irvine office
98 OLSEM ASSET MANAGEMENT INC private equity, futures · Irvine office
99 ON-CHAIN SYSTEMATIC TRADING, INC. hedge funds · Irvine ON-CHAIN SYSTEMATIC TRADING, INC., OC CAPITAL MANAGEMENT LTD 2 offices
100 PERCEPTIVE VENTURES MANAGEMENT COMPANY, LLC venture · Laguna Beach office

103 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.