Vault-13

Managers in Concord, CA

United States · 93 asset managers within 25 km (4 in Concord itself) · 138 wealth managers, banks and others

ConcordSouth San FranciscoRichmondSausalitoOaklandLarkspurPalo AltoRedwood CityPortola ValleySan Mateo
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 · Walnut Creek, CA 40 · Larkspur, CA 38 · Mill Valley, CA 28 · Oakland, CA 25 · San Rafael, CA 16 · Sausalito, CA 14 · Orinda, CA 13 · Berkeley, CA 11 · Pleasanton, CA 10 · Belvedere Tiburon, CA 9 · South San Francisco, CA 9

Asset managers in and around Concord

#Manager People here Assets Visa salary
1 Allspring Global Investments Holdings, LLC mutual funds, institutions, futures, FCA fund manager · Walnut Creek Allspring Global Investments, LLC · 6 related pages $475.8bn 23 $475.8bn
2 Voleon Capital Management LP hedge funds, futures · Berkeley $29.4bn · visa salary $137,030 about 22main office $29.4bn $137,0303 filings
3 BPCE public funds (AU), hedge funds, private equity, mutual funds and 3 more · Orinda LOOMIS SAYLES & CO L P · 21 related pages $386.9bn 21 $386.9bn
4 INSIGNIA CAPITAL GROUP, L.P. private equity · Walnut Creek $1.3bn about 13main office $1.3bn
5 SBJ CAPITAL private equity · Walnut Creek $749.4m about 12main office $749.4m
6 GLOBAL RETIREMENT PARTNERS LLC institutions · Walnut Creek GLOBAL RETIREMENT PARTNERS LLC · 2 related pages $169.6bn 10 $169.6bn
7 AMULET CAPITAL PARTNERS, L.P. private equity · Walnut Creek $2.5bn 10 $2.5bn
8 DRAGONFLY DIGITAL MANAGEMENT, LLC hedge funds, venture · Berkeley $3.4bn about 9main office $3.4bn
9 OneDigital Investment Advisors LLC institutions · Walnut Creek $155.4bn 7 $155.4bn
10 WESPAC Advisors, LLC institutions · Orinda $1.2bn about 7main office $1.2bn
11 USCF ADVISERS mutual funds, futures · Walnut Creek $714.9m about 6main office $714.9m
12 PENSERRA GLOBAL INVESTORS LLC institutions · Orinda $2 about 6main office $2
13 Kodai Capital Management LP hedge funds, futures · Walnut Creek MILLENNIUM MANAGEMENT LLC, Kodai Capital Management LP $720.8bn 5 $720.8bn
14 EDELMAN FINANCIAL ENGINES Walnut Creek $326.3bn 5 $326.3bn
15 GIFFORD FONG ASSOCIATES institutions · Lafayette $517.0m about 5main office $517.0m
16 HAHN CAPITAL MANAGEMENT LLC Walnut Creek $390.0m about 5main office $390.0m
17 IM GLOBAL PARTNER FUND MANAGEMENT LLC mutual funds, futures · Walnut Creek $4.0bn 4 $4.0bn
18 Philosophy Capital Management LLC hedge funds, futures · Alamo $1.7bn about 4main office $1.7bn
19 NEWFRONT RETIREMENT SERVICES, INC. institutions · Walnut Creek $1.0bn 4 $1.0bn
20 PRIME MERIDIAN CAPITAL MANAGEMENT, LLC hedge funds · Walnut Creek $176.7m about 4main office $176.7m
21 AXA hedge funds, private equity, structured credit, futures and 1 more · Orinda AXA Investment Managers US Inc., AXA Investment Managers US Inc. · 4 related pages $79.2bn 3 $79.2bn
22 PRIME CAPITAL FINANCIAL institutions · Walnut Creek, Concord $39.1bn 3 $39.1bn
23 Penserra Capital Management LLC mutual funds, futures · Orinda $17.5bn about 3main office $17.5bn
24 SIERRA INVESTMENT PARTNERS, INC. institutions · Walnut Creek $5.5bn about 3main office $5.5bn
25 GREYROCK CAPITAL GROUP private equity · Walnut Creek $818.2m 3 $818.2m
26 HONTE ADVISORS LLC hedge funds, futures · Berkeley $417.7m about 3main office $417.7m
27 BPM WEALTH ADVISORS, LLC institutions · Walnut Creek $268.3m 3 $268.3m
28 JCSD Capital, LLC hedge funds, private equity · Walnut Creek $214.6m about 3main office $214.6m
29 Sixth Street Advisers, LLC hedge funds, private equity, structured credit · Walnut Creek $101.6bn 2 $101.6bn
30 Ursa Fund Management, LLC hedge funds, futures · Danville $1.2bn about 2main office $1.2bn
31 MCM ADVISERS, LP private equity, real estate · Orinda $118.4m about 2main office $118.4m
32 LAFAYETTE SQUARE FINANCIAL ADVISORS, INC. Walnut Creek about 2main office
33 UBS Group AG public funds (AU), hedge funds, private equity, real estate and 4 more · Walnut Creek UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC · 16 related pages $629.2bn 1 $629.2bn
34 US BANCORP \DE\ mutual funds, bank or insurer · Walnut Creek U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn 1 $427.5bn
35 TCW ASSET MANAGEMENT CO LLC hedge funds, private equity, structured credit, futures · Danville $81.2bn 1 $81.2bn
36 TCW INVESTMENT MANAGEMENT Co LLC mutual funds, futures · Danville $38.8bn 1 $38.8bn
37 EAGLE CAPITAL MANAGEMENT LLC hedge funds, institutions · Walnut Creek $35.8bn 1 $35.8bn
38 GREENOAKS LLC venture · Orinda $18.3bn 1 $18.3bn
39 Atria Investments, Inc Concord $11.0bn 1 $11.0bn
40 Simplicity Wealth,LLC Walnut Creek $4.3bn 1 $4.3bn
41 Vector Capital Management, L.P. hedge funds, private equity, futures · Orinda $3.8bn 1 $3.8bn
42 FAIRVIEW CAPITAL PARTNERS, LLC private equity, venture · Walnut Creek $2.5bn 1 $2.5bn
43 ARGAND PARTNERS, LP private equity, futures · Danville $827.0m 1 $827.0m
44 INCEPTIONR LLC Walnut Creek $786.1m 1 $786.1m
45 Accuvest Global Advisors Pleasant Hill $630.5m 1 $630.5m
46 FAIRVIEW CONSTITUTION MANAGEMENT IV LLC venture · Walnut Creek $139.8m 1 $139.8m
47 Crosspoint Capital Strategies, LLC Orinda $117.0m about 1main office $117.0m
48 EMPIRIC INSTITUTIONAL institutions · Walnut Creek $9.9m 1 $9.9m
49 AWH FINANCIAL, LLC Walnut Creek 1
50 MMA SECURITIES LLC Walnut Creek 1

93 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.