Vault-13

Managers in Dana Point, CA

United States · 133 asset managers within 25 km (4 in Dana Point itself) · 163 wealth managers, banks and others

Dana PointLos AngelesPacific PalisadesEl SegundoBurbankRedondo BeachNewport BeachHuntington 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 · Carlsbad, CA 12 · Costa Mesa, CA 11 · Aliso Viejo, CA 6 · Laguna Beach, CA 6 · Corona Del Mar, CA 5 · Laguna Niguel, CA 3 · Laguna Hills, CA 3 · Lake Forest, CA 3 · Tustin, CA 3 · Santa Ana, CA 3

Asset managers in and around Dana Point

#Manager People here Assets Visa salary
101 OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Newport Beach OPPENHEIMER & CO. INC. · 5 related pages $36.7bn office $36.7bn
102 A.G.P / ALLIANCE GLOBAL PARTNERS private equity, wealth · Newport Beach A.G.P / ALLIANCE GLOBAL PARTNERS · 2 related pages $2.9bn office $2.9bn
103 Corient Capital Partners, LLC Newport Beach $1.3bn based here $1.3bn
104 Towneley Capital Management, Inc / DE Laguna Hills $509.5m based here $509.5m
105 Ducere Wealth Management LLC Newport Beach $332.6m based here $332.6m
106 TCFG Investment Advisors, LLC Laguna Niguel $296.8m based here $296.8m
107 Clarity Capital Partners LLC Newport Beach $279.4m based here $279.4m
108 PAN GLOBAL ADVISERS, LLC Newport Beach $270.5m office $270.5m
109 TCFG WEALTH MANAGEMENT, LLC Laguna Niguel $267.5m based here $267.5m
110 Pachira Investments Inc. Dana Point $265.0m based here $265.0m
111 Flatrock Wealth Partners LLC Newport Beach $254.6m based here $254.6m
112 Signature Resources Capital Management, LLC Newport Beach $253.6m based here $253.6m
113 Pavion Blue Capital, LLC Newport Beach $248.4m based here $248.4m
114 EHRLICH FINANCIAL GROUP Laguna Niguel $194.4m based here $194.4m
115 ES4, LLC Newport Beach $190.4m based here $190.4m
116 Anchor Capital Management Group Inc Aliso Viejo $145.1m based here $145.1m
117 FELL CAPITAL MANAGEMENT /ADV Newport Beach $118.7m based here $118.7m
118 Boyer Financial Services, Inc. Newport Beach $118.4m based here $118.4m
119 Crystal Cove Asset Management, LLC Newport Beach $91.7m based here $91.7m
120 CHARLES SCHWAB & CO., INC. Newport Beach CHARLES SCHWAB & CO., INC. · 2 related pages office
121 ANKONA MANAGEMENT, LLC venture · Newport Beach office
122 ARCANO CAPITAL ADVISORS, S.L. private equity · Newport Beach ARCANO CAPITAL USA, INC. · 2 related pages office
123 Engaged Capital Holdings, LLC Newport Beach based here
124 GRON VENTURES, LLC venture · Newport Beach office
125 INVICTA CAPITAL PARTNERS venture · Newport Beach office
126 MASTER FUND MANAGEMENT, LLC Corona Del Mar office
127 MIRAMAR VENTURE PARTNERS venture · Corona Del Mar office
128 OCVC, LLC venture · Newport Beach office
129 OKAPI VENTURE CAPITAL venture · Newport Beach OKAPI VENTURE CAPITAL, OKAPI CAPITAL, LLC 2 offices
130 PERCEPTIVE VENTURES MANAGEMENT COMPANY, LLC venture · Laguna Beach office
131 SHI SANCHEZ CAPITAL MANAGEMENT LLC Newport Beach office
132 SIROCCO PARTNERS, LLC Newport Beach office
133 SWAY VENTURES MANAGEMENT LLC venture · Newport Beach office

133 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.