Vault-13

Managers in Costa Mesa, CA

United States · 219 asset managers within 25 km (11 in Costa Mesa itself) · 281 wealth managers, banks and others

Costa MesaLos AngelesPacific PalisadesEl SegundoBurbankRedondo BeachLake ForestCorona Del MarLaguna BeachHuntington 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 · Redondo Beach, CA 10 · Hermosa Beach, CA 10 · Torrance, CA 9 · Laguna Beach, CA 6 · Aliso Viejo, CA 6 · Long Beach, CA 6 · Corona Del Mar, CA 5 · Covina, CA 5 · Dana Point, CA 4 · Santa Ana, CA 3

Asset managers in and around Costa Mesa

#Manager People here Assets Visa salary
101 Camelot Capital Partners, LLC hedge funds · Laguna Beach $1.5bn about 2main office $1.5bn
102 RLH EQUITY PARTNERS private equity · Irvine $1.2bn 2 $1.2bn
103 TURNBRIDGE RE FUND MANAGEMENT COMPANY I LLC real estate · Corona Del Mar $567.8m 2 $567.8m
104 MILLENNIAL ADVISERS, LLC. private equity · Newport Beach $339.4m 2 $339.4m
105 FVLCRUM PARTNERS, LLC private equity · Lake Forest $328.8m 2 $328.8m
106 DAUNTLESS CAPITAL PARTNERS LLC private equity · Laguna Beach $283.5m 2 $283.5m
107 CWS CAPITAL PARTNERS LLC real estate · Newport Beach $268.4m about 2main office $268.4m
108 PORT STREET INVESTMENTS, LLC mutual funds · Newport Beach $174.5m about 2main office $174.5m
109 PENSERRA GLOBAL INVESTORS LLC institutions · Newport Beach $2 2 $2
110 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Irvine PRINCIPAL REAL ESTATE INVESTORS LLC · 9 related pages $427.7bn 1 $427.7bn
111 AON INVESTMENTS USA INC. hedge funds, institutions, futures · Irvine $151.0bn 1 $151.0bn
112 Verition Fund Management LLC hedge funds, futures · Newport Beach $139.4bn 1 $139.4bn
113 SVB ASSET MANAGEMENT institutions · Irvine $32.3bn 1 $32.3bn
114 First Pacific Advisors, LP hedge funds, mutual funds, futures · Newport Beach $32.0bn 1 $32.0bn
115 RIALTO CAPITAL MANAGEMENT, LLC hedge funds, real estate, futures · Newport Beach $21.7bn 1 $21.7bn
116 AFFILIATED MANAGERS GROUP, INC. hedge funds, private equity, mutual funds, institutions and 2 more · Newport Beach SYSTEMATIC FINANCIAL MANAGEMENT LP · 17 related pages $18.3bn 1 $18.3bn
117 Divco West Real Estate Services, LLC real estate · Irvine $16.3bn 1 $16.3bn
118 RFG Advisory, LLC mutual funds · Irvine $8.0bn 1 $8.0bn
119 ALPHAPOINT, INC. institutions · Corona Del Mar $5.6bn about 1main office $5.6bn
120 Cinctive Capital Management LP hedge funds, futures · Laguna Beach $3.1bn 1 $3.1bn
121 GLOBAL STRATEGIC RISK MANAGEMENT, LLC hedge funds, futures · Newport Coast $2.9bn 1 $2.9bn
122 MARINER INSTITUTIONAL, LLC institutions · Newport Beach $2.8bn 1 $2.8bn
123 CLEARVIEW CAPITAL, L.P. private equity · Newport Beach $2.0bn 1 $2.0bn
124 WHITTIER ADVISORS, LLC mutual funds · Newport Beach $1.9bn about 1main office $1.9bn
125 AMIP MANAGEMENT hedge funds · Seal Beach $1.5bn about 1main office $1.5bn
126 THOROFARE, LLC Newport Beach $1.4bn 1 $1.4bn
127 FACTORIAL FUNDS MANAGEMENT LLC private equity, venture · Newport Beach $967.0m 1 $967.0m
128 MIG Capital, LLC hedge funds, futures · Newport Beach $589.5m about 1main office $589.5m
129 G.W. SHERWOLD ASSOCIATES, INC. institutions · Lake Forest $572.4m about 1main office $572.4m
130 Serenity Investment Advisors institutions · Costa Mesa $513.6m 1 $513.6m
131 VALIDEX GLOBAL INVESTING Huntington Beach, Irvine $352.9m 1main office $352.9m
132 FAMILY OFFICE INVESTMENT ADVISORY LLC Newport Beach $220.0m 1 $220.0m
133 MEDICI CAPITAL LLC hedge funds, futures · Newport Beach $215.8m about 1main office $215.8m
134 ANCHOR CAPITAL mutual funds · Aliso Viejo $191.2m about 1main office $191.2m
135 GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG real estate, institutions · Newport Beach $179.4m 1 $179.4m
136 Crosspoint Capital Strategies, LLC Orange $117.0m 1 $117.0m
137 AWH FINANCIAL, LLC Lake Forest 1
138 DEEP BLUE CAPITAL Newport Beach about 1main office
139 MY ADVISORS US LLC Tustin about 1main office
140 STONEHENGE RETIREMENT PLANNERS asset owner · Laguna Hills 1
141 USI SECURITIES, INC. Irvine 1
142 CALIBRATE VENTURES MANAGEMENT, LLC venture · Newport Beach 1
143 STRATOS TECHNOLOGIES CAPITAL MANAGEMENT LLC hedge funds, venture · Newport Beach 1
144 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
145 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
146 Madison Avenue Financial Solutions, LLC private equity, real estate, mutual funds · Newport Beach $2.1bn office $2.1bn
147 CESTRIAN CAPITAL RESEARCH, INC Newport Beach office
148 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
149 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Newport Beach MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn office $1.8tn
150 NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Newport Beach NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn office $859.8bn

219 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.