Vault-13

Managers in Huntington Beach, CA

United States · 206 asset managers within 25 km (3 in Huntington Beach itself) · 276 wealth managers, banks and others

Huntington BeachLos AngelesPacific PalisadesEl SegundoBurbankNewport BeachTustinAliso ViejoSolana 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 · El Segundo, CA 65 · 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 Huntington Beach

#Manager People here Assets Visa salary
101 PENSERRA GLOBAL INVESTORS LLC institutions · Newport Beach $2 2 $2
102 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
103 AON INVESTMENTS USA INC. hedge funds, institutions, futures · Irvine $151.0bn 1 $151.0bn
104 Verition Fund Management LLC hedge funds, futures · Newport Beach $139.4bn 1 $139.4bn
105 SVB ASSET MANAGEMENT institutions · Irvine $32.3bn 1 $32.3bn
106 First Pacific Advisors, LP hedge funds, mutual funds, futures · Newport Beach $32.0bn 1 $32.0bn
107 RIALTO CAPITAL MANAGEMENT, LLC hedge funds, real estate, futures · Newport Beach $21.7bn 1 $21.7bn
108 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
109 Divco West Real Estate Services, LLC real estate · Irvine $16.3bn 1 $16.3bn
110 RFG Advisory, LLC mutual funds · Irvine $8.0bn 1 $8.0bn
111 ALPHAPOINT, INC. institutions · Corona Del Mar $5.6bn about 1main office $5.6bn
112 GLOBAL STRATEGIC RISK MANAGEMENT, LLC hedge funds, futures · Newport Coast $2.9bn 1 $2.9bn
113 MARINER INSTITUTIONAL, LLC institutions · Newport Beach $2.8bn 1 $2.8bn
114 CLEARVIEW CAPITAL, L.P. private equity · Newport Beach $2.0bn 1 $2.0bn
115 WHITTIER ADVISORS, LLC mutual funds · Newport Beach $1.9bn about 1main office $1.9bn
116 AMIP MANAGEMENT hedge funds · Seal Beach $1.5bn about 1main office $1.5bn
117 THOROFARE, LLC Newport Beach $1.4bn 1 $1.4bn
118 FACTORIAL FUNDS MANAGEMENT LLC private equity, venture · Newport Beach $967.0m 1 $967.0m
119 MIG Capital, LLC hedge funds, futures · Newport Beach $589.5m about 1main office $589.5m
120 Serenity Investment Advisors institutions · Costa Mesa $513.6m 1 $513.6m
121 VALIDEX GLOBAL INVESTING Huntington Beach, Irvine $352.9m 1main office $352.9m
122 FAMILY OFFICE INVESTMENT ADVISORY LLC Newport Beach $220.0m 1 $220.0m
123 MEDICI CAPITAL LLC hedge funds, futures · Newport Beach $215.8m about 1main office $215.8m
124 GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG real estate, institutions · Newport Beach $179.4m 1 $179.4m
125 Crosspoint Capital Strategies, LLC Orange $117.0m 1 $117.0m
126 DEEP BLUE CAPITAL Newport Beach about 1main office
127 MY ADVISORS US LLC Tustin about 1main office
128 USI SECURITIES, INC. Irvine 1
129 CALIBRATE VENTURES MANAGEMENT, LLC venture · Newport Beach 1
130 STRATOS TECHNOLOGIES CAPITAL MANAGEMENT LLC hedge funds, venture · Newport Beach 1
131 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
132 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
133 Madison Avenue Financial Solutions, LLC private equity, real estate, mutual funds · Newport Beach $2.1bn office $2.1bn
134 CESTRIAN CAPITAL RESEARCH, INC Newport Beach office
135 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
136 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
137 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
138 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
139 WELLS FARGO & COMPANY/MN wealth · Irvine WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn office $671.4bn
140 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
141 Fisher Asset Management, LLC wealth · Irvine FISHER INVESTMENTS · 2 related pages $386.7bn office $386.7bn
142 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
143 CAPITAL BANK AND TRUST COMPANY futures · Irvine $251.0bn office $251.0bn
144 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Newport Beach, Irvine STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn 2 offices $197.5bn
145 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
146 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Irvine Thrivent Investment Management Inc · 5 related pages $128.7bn office $128.7bn
147 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Cerritos W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn office $93.5bn
148 Canadian Imperial Bank of Commerce wealth, bank or insurer · Newport Beach CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
149 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
150 ALLSTATE CORP structured credit, wealth · Tustin ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn

206 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.