Vault-13

Managers in Newport Beach, CA

United States · 223 asset managers within 25 km (98 in Newport Beach itself) · 283 wealth managers, banks and others

Newport BeachLos AngelesPacific PalisadesEl SegundoBurbankRedondo BeachAliso ViejoHuntington 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: Irvine, CA 71 · Costa Mesa, CA 11 · Laguna Beach, CA 6 · Aliso Viejo, CA 6 · Long Beach, CA 6 · Corona Del Mar, CA 5 · Dana Point, CA 4 · Tustin, CA 3 · Santa Ana, CA 3 · Huntington Beach, CA 3 · Laguna Hills, CA 3 · Lake Forest, CA 3

Asset managers in and around Newport Beach

#Manager People here Assets Visa salary
101 BRIGHTSTAR CAPITAL PARTNERS private equity · Dana Point $4.8bn 2 $4.8bn
102 ANTHOS CAPITAL private equity, venture · Dana Point $3.0bn 2 $3.0bn
103 RESMARK EQUITY PARTNERS, LLC real estate, futures · Irvine $2.0bn 2 $2.0bn
104 Camelot Capital Partners, LLC hedge funds · Laguna Beach $1.5bn about 2main office $1.5bn
105 RLH EQUITY PARTNERS private equity · Irvine $1.2bn 2 $1.2bn
106 TURNBRIDGE RE FUND MANAGEMENT COMPANY I LLC real estate · Corona Del Mar $567.8m 2 $567.8m
107 MILLENNIAL ADVISERS, LLC. private equity · Newport Beach $339.4m 2 $339.4m
108 FVLCRUM PARTNERS, LLC private equity · Lake Forest $328.8m 2 $328.8m
109 DAUNTLESS CAPITAL PARTNERS LLC private equity · Laguna Beach $283.5m 2 $283.5m
110 CWS CAPITAL PARTNERS LLC real estate · Newport Beach $268.4m about 2main office $268.4m
111 PORT STREET INVESTMENTS, LLC mutual funds · Newport Beach $174.5m about 2main office $174.5m
112 PENSERRA GLOBAL INVESTORS LLC institutions · Newport Beach $2 2 $2
113 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
114 AON INVESTMENTS USA INC. hedge funds, institutions, futures · Irvine $151.0bn 1 $151.0bn
115 Verition Fund Management LLC hedge funds, futures · Newport Beach $139.4bn 1 $139.4bn
116 SVB ASSET MANAGEMENT institutions · Irvine $32.3bn 1 $32.3bn
117 First Pacific Advisors, LP hedge funds, mutual funds, futures · Newport Beach $32.0bn 1 $32.0bn
118 RIALTO CAPITAL MANAGEMENT, LLC hedge funds, real estate, futures · Newport Beach $21.7bn 1 $21.7bn
119 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
120 Divco West Real Estate Services, LLC real estate · Irvine $16.3bn 1 $16.3bn
121 RFG Advisory, LLC mutual funds · Irvine $8.0bn 1 $8.0bn
122 WASHINGTON CAPITAL MANAGEMENT, INC private equity, real estate · Dana Point $7.4bn 1 $7.4bn
123 ALPHAPOINT, INC. institutions · Corona Del Mar $5.6bn about 1main office $5.6bn
124 Cinctive Capital Management LP hedge funds, futures · Laguna Beach $3.1bn 1 $3.1bn
125 GLOBAL STRATEGIC RISK MANAGEMENT, LLC hedge funds, futures · Newport Coast $2.9bn 1 $2.9bn
126 MARINER INSTITUTIONAL, LLC institutions · Newport Beach $2.8bn 1 $2.8bn
127 CLEARVIEW CAPITAL, L.P. private equity · Newport Beach $2.0bn 1 $2.0bn
128 WHITTIER ADVISORS, LLC mutual funds · Newport Beach $1.9bn about 1main office $1.9bn
129 AMIP MANAGEMENT hedge funds · Seal Beach $1.5bn about 1main office $1.5bn
130 THOROFARE, LLC Newport Beach $1.4bn 1 $1.4bn
131 FACTORIAL FUNDS MANAGEMENT LLC private equity, venture · Newport Beach $967.0m 1 $967.0m
132 MIG Capital, LLC hedge funds, futures · Newport Beach $589.5m about 1main office $589.5m
133 G.W. SHERWOLD ASSOCIATES, INC. institutions · Lake Forest $572.4m about 1main office $572.4m
134 Serenity Investment Advisors institutions · Costa Mesa $513.6m 1 $513.6m
135 VALIDEX GLOBAL INVESTING Huntington Beach, Irvine $352.9m 1main office $352.9m
136 FAMILY OFFICE INVESTMENT ADVISORY LLC Newport Beach $220.0m 1 $220.0m
137 MEDICI CAPITAL LLC hedge funds, futures · Newport Beach $215.8m about 1main office $215.8m
138 ANCHOR CAPITAL mutual funds · Aliso Viejo $191.2m about 1main office $191.2m
139 GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG real estate, institutions · Newport Beach $179.4m 1 $179.4m
140 Crosspoint Capital Strategies, LLC Orange $117.0m 1 $117.0m
141 AWH FINANCIAL, LLC Lake Forest 1
142 DEEP BLUE CAPITAL Newport Beach about 1main office
143 MY ADVISORS US LLC Tustin about 1main office
144 STONEHENGE RETIREMENT PLANNERS asset owner · Laguna Hills 1
145 USI SECURITIES, INC. Irvine 1
146 CALIBRATE VENTURES MANAGEMENT, LLC venture · Newport Beach 1
147 STRATOS TECHNOLOGIES CAPITAL MANAGEMENT LLC hedge funds, venture · Newport Beach 1
148 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
149 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
150 Madison Avenue Financial Solutions, LLC private equity, real estate, mutual funds · Newport Beach $2.1bn office $2.1bn

223 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.