Vault-13

Managers in Portola Valley, CA

United States · 666 asset managers within 25 km (12 in Portola Valley itself) · 147 wealth managers, banks and others

Portola ValleySouth San FranciscoRichmondSausalitoOaklandLarkspurPalo AltoSan MateoMountain ViewWalnut Creek
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: San Francisco, CA 887 · Palo Alto, CA 205 · Menlo Park, CA 171 · Atherton, CA 85 · San Mateo, CA 75 · Redwood City, CA 40 · Burlingame, CA 40 · Oakland, CA 25 · Los Altos, CA 22 · Mountain View, CA 21 · San Jose, CA 19 · Santa Clara, CA 17

Asset managers in and around Portola Valley

#Manager People here Assets Visa salary
201 DECATHLON CAPITAL MANAGEMENT II, LLC Menlo Park $266.7m 1 $266.7m
202 CAPITAL Z ASSET MANAGEMENT, LLC San Mateo $255.9m 1 $255.9m
203 CSC UPSHOT VENTURES MANAGEMENT, LLC venture · Palo Alto $218.5m about 1main office $218.5m
204 SORYN IP CAPITAL MANAGEMENT private equity · Menlo Park $168.1m 1 $168.1m
205 TANO CAPITAL, LLC private equity, institutions · San Mateo $138.0m about 1main office $138.0m
206 STOCK FARM PARTNERS LLC Palo Alto $137.7m about 1main office $137.7m
207 BLUEVINE ADVISORY LLC institutions · Redwood City $8.9m 1 $8.9m
208 DISTRIBUTION COGNIZANT, LLC mutual funds · Palo Alto $5.3m about 1main office $5.3m
209 AWH FINANCIAL, LLC Palo Alto 1
210 STEP ADVISERS, LLC San Mateo about 1main office
211 AZURE CAPITAL PARTNERS LP venture · Menlo Park 1
212 DBL INVESTORS, LLC venture · Palo Alto 1
213 FLOWING RIVER CAPITAL, LLC hedge funds · Santa Clara 1
214 HIGHLAND CAPITAL PARTNERS venture · Menlo Park 1
215 K9 VENTURES, LLC venture · Palo Alto 1main office
216 SEARCH FUND PARTNERS venture · Menlo Park SEARCH FUND PARTNERS · 3 related pages 1main office
217 SOFTTECH VC INC. venture · Menlo Park 1
218 UNCORK CAPITAL venture · Menlo Park 1
219 Franklin Templeton Institutional, LLC hedge funds, real estate, mutual funds, futures · San Mateo Franklin Templeton Institutional, LLC · 2 related pages $29.6bn office $29.6bn
220 Divco West Real Estate Services, LLC real estate · Menlo Park $16.3bn office $16.3bn
221 Brown Advisory Investment Solutions Group LLC hedge funds, private equity, venture, futures · Menlo Park $9.8bn office $9.8bn
222 BAIN CAPITAL VENTURES, LP private equity, venture, futures · Palo Alto $9.8bn office $9.8bn
223 Venrock Adviser, LLC hedge funds, private equity · Palo Alto $4.5bn office $4.5bn
224 Permanent Capital Management, LP venture, institutions · San Mateo $768.9m office $768.9m
225 LCV MANAGEMENT, LP venture · Cupertino $118.2m office $118.2m
226 WORLDLINE CAPITAL PTE. LTD. mutual funds · Menlo Park $24.1m office $24.1m
227 FMAC MANAGEMENT LLC Menlo Park office
228 500 KIMCHI MANAGEMENT COMPANY LLC venture · Palo Alto office
229 DRAPER MANAGEMENT COMPANY, LLC venture · San Mateo 2 offices
230 NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Menlo Park NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn office $859.8bn
231 WELLS FARGO & COMPANY/MN wealth · Palo Alto Norwest Venture Partners XII, LP, Norwest Venture Partners XIII, LP · 8 related pages $671.4bn based here $671.4bn
232 Fisher Asset Management, LLC wealth · San Mateo, Redwood City FISHER INVESTMENTS · 2 related pages $386.7bn · visa salary $154,984 2 offices $386.7bn $154,9843 filings
233 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Menlo Park THE WESTLY GROUP, WESTLY CAPITAL MANAGEMENT III, L.L.C., AESTUS CAPITAL · 70 related pages $368.7bn 3 offices $368.7bn
234 EDELMAN FINANCIAL ENGINES Santa Clara $326.3bn office $326.3bn
235 BANK OF MONTREAL /CAN/ hedge funds, private equity, venture, real estate and 3 more · Palo Alto BMO Family Office, LLC · 10 related pages $275.2bn office $275.2bn
236 HSBC HOLDINGS PLC private equity, real estate, institutions, futures and 3 more · Cupertino HSBC SECURITIES USA INC · 12 related pages $260.2bn office $260.2bn
237 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Menlo Park COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn office $181.9bn
238 Corient Private Wealth LP hedge funds, private equity, venture, real estate and 1 more · Menlo Park Corient Private Wealth LP · 2 related pages $165.3bn office $165.3bn
239 Capital Group Companies, Inc. public funds (AU), private equity, institutions, futures and 2 more · Menlo Park Capital Group Private Client Services, Inc. · 7 related pages $58.2bn office $58.2bn
240 Financial Engines Advisors L.L.C. Santa Clara $56.3bn based here $56.3bn
241 PERSONAL CAPITAL ADVISORS CORP Redwood City $20.6bn based here $20.6bn
242 Silver Lake Group, L.L.C. Atherton $4.6bn based here $4.6bn
243 TCG Crossover Management, LLC Palo Alto $4.2bn based here $4.2bn
244 a16z Perennial Management, L.P. hedge funds, private equity, wealth · Menlo Park, Atherton A16Z PERENNIAL MANAGEMENT, L.P. · 2 related pages $2.8bn office $2.8bn
245 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Menlo Park FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn office $2.6bn
246 ECLIPSE OPERATIONS, LLC venture · Palo Alto $2.6bn office $2.6bn
247 GAMMA Investing LLC San Mateo $2.3bn based here $2.3bn
248 SAMSARA BIOCAPITAL, LLC venture · Palo Alto $2.2bn based here $2.2bn
249 SHANDA ASSET MANAGEMENT HOLDINGS Ltd Redwood City $2.1bn based here $2.1bn
250 Ribbit Management Company, LLC Palo Alto $2.1bn based here $2.1bn

666 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.