Managers in San Juan Capistrano, CA
United States · 202 asset managers within 25 km (1 in San Juan Capistrano itself) · 242 wealth managers, banks and others
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 · Dana Point, CA 4 · Laguna Niguel, CA 3 · Laguna Hills, CA 3 · Lake Forest, CA 3 · Tustin, CA 3
Asset managers in and around San Juan Capistrano
| # | Manager | People here |
|---|---|---|
| 101 | PENSERRA GLOBAL INVESTORS LLC institutions · Newport Beach $2 | 2 |
| 102 | DUNCAN FINANCIAL PLANNING ADVISORS San Clemente | 2 |
| 103 | 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 |
| 104 | AON INVESTMENTS USA INC. hedge funds, institutions, futures · Irvine $151.0bn | 1 |
| 105 | Verition Fund Management LLC hedge funds, futures · Newport Beach $139.4bn | 1 |
| 106 | SVB ASSET MANAGEMENT institutions · Irvine $32.3bn | 1 |
| 107 | First Pacific Advisors, LP hedge funds, mutual funds, futures · Newport Beach $32.0bn | 1 |
| 108 | RIALTO CAPITAL MANAGEMENT, LLC hedge funds, real estate, futures · Newport Beach $21.7bn | 1 |
| 109 | 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 |
| 110 | Divco West Real Estate Services, LLC real estate · Irvine $16.3bn | 1 |
| 111 | RFG Advisory, LLC mutual funds · Irvine $8.0bn | 1 |
| 112 | WASHINGTON CAPITAL MANAGEMENT, INC private equity, real estate · Dana Point $7.4bn | 1 |
| 113 | ALPHAPOINT, INC. institutions · Corona Del Mar $5.6bn | about 1main office |
| 114 | Cinctive Capital Management LP hedge funds, futures · Laguna Beach $3.1bn | 1 |
| 115 | GLOBAL STRATEGIC RISK MANAGEMENT, LLC hedge funds, futures · Newport Coast $2.9bn | 1 |
| 116 | MARINER INSTITUTIONAL, LLC institutions · Newport Beach $2.8bn | 1 |
| 117 | CLEARVIEW CAPITAL, L.P. private equity · Newport Beach $2.0bn | 1 |
| 118 | WHITTIER ADVISORS, LLC mutual funds · Newport Beach $1.9bn | about 1main office |
| 119 | THOROFARE, LLC Newport Beach $1.4bn | 1 |
| 120 | FACTORIAL FUNDS MANAGEMENT LLC private equity, venture · Newport Beach $967.0m | 1 |
| 121 | MIG Capital, LLC hedge funds, futures · Newport Beach $589.5m | about 1main office |
| 122 | G.W. SHERWOLD ASSOCIATES, INC. institutions · Lake Forest $572.4m | about 1main office |
| 123 | FAMILY OFFICE INVESTMENT ADVISORY LLC Newport Beach $220.0m | 1 |
| 124 | MEDICI CAPITAL LLC hedge funds, futures · Newport Beach $215.8m | about 1main office |
| 125 | ANCHOR CAPITAL mutual funds · Aliso Viejo $191.2m | about 1main office |
| 126 | TT Capital Management LLC Trabuco Canyon $189.8m | 1 |
| 127 | GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG real estate, institutions · Newport Beach $179.4m | 1 |
| 128 | AWH FINANCIAL, LLC Lake Forest | 1 |
| 129 | DEEP BLUE CAPITAL Newport Beach | about 1main office |
| 130 | STONEHENGE RETIREMENT PLANNERS asset owner · Laguna Hills | 1 |
| 131 | USI SECURITIES, INC. Irvine | 1 |
| 132 | CALIBRATE VENTURES MANAGEMENT, LLC venture · Newport Beach | 1 |
| 133 | STRATOS TECHNOLOGIES CAPITAL MANAGEMENT LLC hedge funds, venture · Newport Beach | 1 |
| 134 | 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 |
| 135 | CLEARLAKE CAPITAL GROUP, L.P. hedge funds, private equity, structured credit, futures · Irvine CLEARLAKE CAPITAL RIC MANAGEMENT, LLC · 2 related pages $83.6bn | office |
| 136 | Madison Avenue Financial Solutions, LLC private equity, real estate, mutual funds · Newport Beach $2.1bn | office |
| 137 | SILVERPEAK REAL ESTATE PARTNERS L.P. real estate, futures · San Clemente $307.1m | office |
| 138 | CESTRIAN CAPITAL RESEARCH, INC Newport Beach | office |
| 139 | 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 |
| 140 | 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 |
| 141 | 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 |
| 142 | Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Irvine EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn | office |
| 143 | WELLS FARGO & COMPANY/MN wealth · Irvine WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn | office |
| 144 | ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Irvine RBC Rochdale, LLC · 23 related pages $590.8bn | office |
| 145 | Fisher Asset Management, LLC wealth · Irvine FISHER INVESTMENTS · 2 related pages $386.7bn | office |
| 146 | HSBC HOLDINGS PLC private equity, real estate, institutions, futures and 3 more · Irvine HSBC SECURITIES USA INC · 12 related pages $260.2bn | office |
| 147 | CAPITAL BANK AND TRUST COMPANY futures · Irvine $251.0bn | office |
| 148 | STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Newport Beach, Irvine STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn | 2 offices |
| 149 | Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Irvine Cerity Partners LLC · 4 related pages $161.7bn | office |
| 150 | Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Irvine Thrivent Investment Management Inc · 5 related pages $128.7bn | office |
202 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.