Vault-13

Managers in San Carlos, CA

United States · 684 asset managers within 25 km (9 in San Carlos itself) · 134 wealth managers, banks and others

San CarlosSouth San FranciscoRichmondSausalitoOaklandLarkspurPalo AltoPortola ValleyBurlingameMountain View
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 · Walnut Creek, CA 40 · Oakland, CA 25 · Los Altos, CA 22 · Mountain View, CA 21 · San Jose, CA 19

Asset managers in and around San Carlos

#Manager People here Assets Visa salary
251 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
252 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
253 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
254 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
255 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
256 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
257 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
258 PERSONAL CAPITAL ADVISORS CORP Redwood City $20.6bn based here $20.6bn
259 Silver Lake Group, L.L.C. Atherton $4.6bn based here $4.6bn
260 TCG Crossover Management, LLC Palo Alto $4.2bn based here $4.2bn
261 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
262 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Menlo Park FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn office $2.6bn
263 ECLIPSE OPERATIONS, LLC venture · Palo Alto $2.6bn office $2.6bn
264 GAMMA Investing LLC San Mateo $2.3bn based here $2.3bn
265 SAMSARA BIOCAPITAL, LLC venture · Palo Alto $2.2bn based here $2.2bn
266 SHANDA ASSET MANAGEMENT HOLDINGS Ltd Redwood City $2.1bn based here $2.1bn
267 Ribbit Management Company, LLC Palo Alto $2.1bn based here $2.1bn
268 TOYOTA MOTOR CORP/ venture · Los Altos Toyota A.I. Ventures Advisors, LLC · 2 related pages $2.0bn office $2.0bn
269 Silicon Valley Community Foundation asset owner · Mountain View $1.8bn based here $1.8bn
270 LYELL WEALTH MANAGEMENT, LP Atherton $1.6bn based here $1.6bn
271 TVL MANAGEMENT CORP venture · Atherton $1.2bn based here $1.2bn
272 Greylock XIV GP LLC Atherton $1.1bn based here $1.1bn
273 Accel Leaders 4 Associates L.P. Palo Alto $1.0bn based here $1.0bn
274 Occidental Asset Management, LLC Burlingame $1.0bn based here $1.0bn
275 Nellore Capital Management LLC Redwood City $900.7m based here $900.7m
276 Parker Investment Management, LLC Atherton $826.8m based here $826.8m
277 Technology Crossover Management X, Ltd. Atherton $795.2m based here $795.2m
278 Bordeaux Wealth Advisors LLC Atherton $780.9m based here $780.9m
279 AH Equity Partners III, L.L.C. Atherton $743.9m based here $743.9m
280 Decheng Capital LLC Atherton $731.7m based here $731.7m
281 Technology Crossover Management IX, Ltd. Atherton $689.9m based here $689.9m
282 Patient Square Capital LP Atherton $645.5m based here $645.5m
283 Accel Leaders 3 Associates L.P. Palo Alto $621.9m based here $621.9m
284 Opes Wealth Management LLC Atherton $585.7m based here $585.7m
285 M37 Management LP Atherton $574.7m based here $574.7m
286 Board of Trustees of The Leland Stanford Junior University asset owner · Stanford $533.1m based here $533.1m
287 Technology Crossover Management XI, Ltd. Atherton $532.8m based here $532.8m
288 IDG-Accel China Capital II Associates L.P. Palo Alto $436.8m based here $436.8m
289 Seven Fleet Capital Management LP hedge funds · Mountain View $434.6m based here $434.6m
290 ESO MANAGEMENT SERVICES LLC venture · San Mateo $410.6m office $410.6m
291 GLYNN CAPITAL MANAGEMENT LLC Atherton $363.4m based here $363.4m
292 Menlo Ventures Management, L.P. venture · Menlo Park $357.4m office $357.4m
293 Technology Crossover Management VIII, Ltd. Atherton $346.0m based here $346.0m
294 PALO ALTO WEALTH ADVISORS, LLC Palo Alto $343.3m based here $343.3m
295 Regis Management CO LLC Atherton $331.4m based here $331.4m
296 NVP ASSOCIATES, LLC Atherton $328.2m based here $328.2m
297 AH Equity Partners LSV I, L.L.C. Atherton $315.4m based here $315.4m
298 Traveka Wealth, LLC Los Altos $300.7m based here $300.7m
299 BluePointe Capital Management, LLC San Mateo $262.5m based here $262.5m
300 AH Equity Partners LSV III, L.L.C. Atherton $261.9m based here $261.9m

684 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.