Managers in Carlsbad, CA

United States · 46 asset managers within 25 km (12 in Carlsbad itself) · 79 wealth managers, banks and others

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 Diego, CA 108 · La Jolla, CA 32 · Solana Beach, CA 15 · Encinitas, CA 10 · Dana Point, CA 4 · Del Mar, CA 3 · Poway, CA 3 · Cardiff By The Sea, CA 2 · Escondido, CA 2 · Temecula, CA 2 · San Clemente, CA 2 · Vista, CA 1

Asset managers in and around Carlsbad

#	Manager	People here	Assets
1	MEKETA INVESTMENT GROUP INC /ADV private equity, institutions · Carlsbad MEKETA INVESTMENT GROUP INC /ADV, MEKETA FIDUCIARY MANAGEMENT, LLC $20.1bn	about 46main office	$20.1bn
2	SPROTT INC. hedge funds, mutual funds, futures · Carlsbad SPROTT ASSET MANAGEMENT USA INC. · 2 related pages $10.1bn	16	$10.1bn
3	SWEETWATER PRIVATE EQUITY private equity · Encinitas $1.6bn	about 11main office	$1.6bn
4	Informed Momentum Co LLC institutions · Solana Beach $1.5bn	about 11main office	$1.5bn
5	Global IMC LLC Solana Beach GLOBAL IMC LLC, Global IMC LLC $790.0m	about 11main office	$790.0m
6	TIDE ROCK LEVERAGECO MANAGER, LLC Solana Beach	about 9main office
7	KARMEL CAPITAL MANAGEMENT LLC private equity · Solana Beach $636.1m	about 8main office	$636.1m
8	FOCUS INVESTMENT ADVISORS, INC institutions · Solana Beach $956.2m	about 4main office	$956.2m
9	First Turn Management, LLC hedge funds, institutions · Solana Beach $900.1m	about 4main office	$900.1m
10	GRAHAM SPORTS AND ENTERTAINMENT PARTNERS private equity · Solana Beach	3
11	FIRST LIGHT RETIREMENT, LLC institutions · Del Mar $843.7m	about 2main office	$843.7m
12	COGENUITY PARTNERS, LLC private equity · Encinitas $693.8m	2	$693.8m
13	MEKETA CAPITAL, LLC mutual funds · Carlsbad $106.6m	2	$106.6m
14	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Solana Beach $39.4bn	1	$39.4bn
15	HILLTOP SECURITIES ASSET MANAGEMENT, LLC institutions · Solana Beach $37.7bn	1	$37.7bn
16	Brown Advisory Investment Solutions Group LLC hedge funds, private equity, venture, futures · Encinitas $9.8bn	1	$9.8bn
17	57 STARS LLC private equity · Solana Beach $3.7bn	1	$3.7bn
18	SUNDANCE BAY real estate · Carlsbad $2.1bn	1	$2.1bn
19	COLUMBIA CAPITAL MANAGEMENT, LLC institutions · Carlsbad COLUMBIA CAPITAL MANAGEMENT, LLC · 2 related pages $2.1bn	1	$2.1bn
20	ACADEMY ASSET MANAGEMENT institutions · Del Mar $1.3bn	1	$1.3bn
21	OPTIMIZED INVESTMENT PARTNERS, LLC institutions · Escondido $722.0m	1	$722.0m
22	ACTIONS CAPITAL MANAGERS LLC venture · Encinitas	1
23	ENERGY INNOVATION CAPITAL MANAGEMENT, LLC venture · Solana Beach	1
24	Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Del Mar Thrivent Investment Management Inc · 5 related pages $128.7bn	office	$128.7bn
25	JEFFERIES FINANCE LLC hedge funds, private equity, venture, real estate and 4 more · Carlsbad OTAY VILLAGE III MANAGER, LLC · 7 related pages $24.6bn	office	$24.6bn
26	RESOURCE CAPITAL INVESTMENT CORPORATION hedge funds · Carlsbad $3.7bn	office	$3.7bn
27	Hilltop Holdings Inc. wealth, bank or insurer · Solana Beach MOMENTUM INDEPENDENT NETWORK INC. · 4 related pages $2.5bn	office	$2.5bn
28	Laurel Wealth Advisors, Inc. Solana Beach $1.0bn	based here	$1.0bn
29	TRI-AD CAPITAL MANAGEMENT I, LLC institutions · Escondido $619.0m	office	$619.0m
30	Intelligence Driven Advisers, LLC Carlsbad $616.0m	based here	$616.0m
31	Blankinship & Foster, LLC Solana Beach $495.5m	based here	$495.5m
32	West Family Investments, Inc. Carlsbad $350.9m	based here	$350.9m
33	SWP FINANCIAL LLC Encinitas $216.2m	based here	$216.2m
34	Orcam Financial Group Encinitas $204.7m	based here	$204.7m
35	Anchor Bay Capital, Inc. Carlsbad $185.3m	based here	$185.3m
36	Tamarack Advisers, LP Carlsbad $2.1m	based here	$2.1m
37	SCSC ADVISORS, LLC Rancho Santa Fe	office
38	BONSAI PARTNERS hedge funds · Carlsbad	office
39	BRIDGEPORT MANAGEMENT SERVICES C LLC hedge funds, futures · Cardiff By The Sea	office
40	BRIDGEPORT MANAGEMENT SERVICES, LLC hedge funds, private equity, real estate, futures · Cardiff By The Sea	office
41	CLEAR CREEK INVESTMENTS, LLC venture · Solana Beach	office
42	HALO PARTNERS private equity · Encinitas	office
43	K50 VENTURES venture · Encinitas	office
44	SCIENCE VENTURES MANAGEMENT, LLC venture · Vista	office
45	STRAVASOS hedge funds · Encinitas	office
46	VESTA VENTURES MANAGEMENT, LLC venture · Encinitas	office

46 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.