Vault-13

Managers in Dana Point, CA

United States · 133 asset managers within 25 km (4 in Dana Point itself) · 163 wealth managers, banks and others

Dana PointLos AngelesPacific PalisadesEl SegundoBurbankRedondo BeachNewport BeachHuntington BeachSolana BeachSan Diego
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: 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 · Laguna Niguel, CA 3 · Laguna Hills, CA 3 · Lake Forest, CA 3 · Tustin, CA 3 · Santa Ana, CA 3

Asset managers in and around Dana Point

#Manager People here Assets Visa salary
1 PACIFIC INVESTMENT MANAGEMENT CO LLC hedge funds, private equity, structured credit, futures · Newport Beach $3.7tn · visa salary $165,000 about 372main office $3.7tn $165,000136 filings
2 Wealthspire Retirement, LLC institutions · Aliso Viejo Wealthspire Retirement, LLC, SST BENEFITS CONSULTING, FIDUCIARY FIRST · 4 related pages $38.6bn about 60main office $38.6bn
3 Aristotle Pacific Capital, LLC mutual funds · Newport Beach Aristotle Pacific Capital, LLC, ARISTOTLE PACIFIC CLO ADVISER III, LLC $26.8bn about 44main office $26.8bn
4 SageView Advisory Group, LLC institutions · Newport Beach $37.5bn about 42main office $37.5bn
5 WCM INVESTMENT MANAGEMENT, LLC hedge funds, private equity, venture, mutual funds · Laguna Beach $96.8bn about 37main office $96.8bn
6 PAAMCO PRISMA, LLC hedge funds, futures · Newport Beach $14.5bn about 33main office $14.5bn
7 GREYSTAR INVESTMENT GROUP, LLC private equity, real estate · Newport Beach $36.5bn 22 $36.5bn
8 APC ASSET DEVELOPMENT I, LP private equity, structured credit · Newport Beach $2.3bn about 22main office $2.3bn
9 APC ASSET DEVELOPMENT II, LP private equity, structured credit · Newport Beach $2.1bn about 22main office $2.1bn
10 Invesco Ltd. public funds (AU), hedge funds, private equity, real estate and 5 more · Newport Beach Invesco Advisers, Inc. · 18 related pages $1.3tn 20 $1.3tn
11 Pacific Life Fund Advisors LLC mutual funds, futures · Newport Beach $42.8bn about 19main office $42.8bn
12 ARES MANAGEMENT LLC hedge funds, private equity, venture, real estate and 4 more · Newport Beach ARES MANAGEMENT LLC, ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC · 5 related pages $458.8bn 18 $458.8bn
13 RESEARCH AFFILIATES GLOBAL HOLDINGS, LLC mutual funds · Newport Beach RESEARCH AFFILIATES, Research Affiliates, LLC $32.2bn about 15main office $32.2bn
14 L SQUARED CAPITAL PARTNERS private equity · Newport Beach $2.0bn about 15main office $2.0bn
15 BUCHANAN STREET PARTNERS, L.P. real estate · Newport Beach $1.6bn about 14main office $1.6bn
16 BRIDGE INVESTMENT GROUP hedge funds, real estate, structured credit, futures · Newport Beach $49.3bn 12 $49.3bn
17 WINDJAMMER CAPITAL INVESTORS private equity · Newport Beach $3.1bn about 12main office $3.1bn
18 CAPROCK PARTNERS MANAGEMENT, INC. real estate · Newport Beach $1.5bn about 12main office $1.5bn
19 Strategic Global Advisors, LLC institutions · Newport Beach $3.0bn · visa salary $150,000 about 10main office $3.0bn $150,0003 filings
20 TA REALTY LLC futures · Newport Beach $1.5bn 10 $1.5bn
21 BlackRock, Inc. public funds (AU), hedge funds, private equity, real estate and 5 more · Newport Beach BLACKROCK REALTY ADVISORS INC, BLACKROCK INVESTMENT MANAGEMENT, LLC, BLACKROCK FINANCIAL MANAGEMENT, INC · 34 related pages $6.7tn 9 $6.7tn
22 PRESTON CAPITAL private equity · Aliso Viejo $1.1bn about 9main office $1.1bn
23 PACIFIC PRIVATE FUND ADVISORS LLC private equity, futures · Newport Beach $12.2bn · visa salary $146,578 about 8main office $12.2bn $146,5787 filings
24 PENCE CAPITAL MANAGEMENT, LLC Newport Beach $1.5bn about 8main office $1.5bn
25 TOWNELEY CAPITAL MANAGEMENT, INC. institutions · Laguna Hills $1.1bn about 8main office $1.1bn
26 Bramshill Investments, LLC hedge funds, mutual funds · Newport Beach BRAMSHILL INVESTMENTS, LLC · 2 related pages $8.1bn 7 $8.1bn
27 CLEARLIGHT PARTNERS MANAGEMENT, LLC private equity · Newport Beach $390.3m about 7main office $390.3m
28 MMA SECURITIES LLC Aliso Viejo 7
29 SHORECLIFF ASSET MANAGEMENT COMPANY LLC hedge funds · Newport Beach $1.4bn about 6main office $1.4bn
30 LONGTAIL ALPHA, LLC hedge funds, futures · Newport Beach $822.4m about 6main office $822.4m
31 Engaged Capital LLC hedge funds, private equity, futures · Newport Beach $432.3m about 6main office $432.3m
32 REVITATE FUND ADVISOR LLC private equity, real estate · Newport Beach $398.6m about 6main office $398.6m
33 Kodai Capital Management LP hedge funds, futures · Newport Beach MILLENNIUM MANAGEMENT LLC, Kodai Capital Management LP $720.8bn 5 $720.8bn
34 Cliffwater LLC mutual funds, futures · Newport Beach $48.5bn 5 $48.5bn
35 Aristotle Capital Management, LLC hedge funds, mutual funds · Newport Beach ARISTOTLE INVESTMENT SERVICES, LLC, Aristotle Capital Management, LLC, Aristotle Atlantic Partners, LLC · 4 related pages $43.5bn about 5main office $43.5bn
36 CENTERSQUARE INVESTMENT MANAGEMENT LLC real estate, institutions · Newport Beach $13.7bn 5 $13.7bn
37 TRITON PACIFIC HEALTHCARE PARTNERS, LLC private equity · San Juan Capistrano $379.6m about 5main office $379.6m
38 GOLDMAN SACHS GROUP INC hedge funds, private equity, real estate, structured credit and 6 more · Newport Beach GOLDMAN SACHS WEALTH SERVICES, L.P., GOLDMAN SACHS ASSET MANAGEMENT, L.P. · 17 related pages $2.6tn 4 $2.6tn
39 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Newport Beach $39.4bn 4 $39.4bn
40 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC hedge funds, mutual funds · Corona Del Mar $36.9bn 4 $36.9bn
41 MENLO EQUITIES hedge funds, real estate · Newport Beach $4.7bn 4 $4.7bn
42 ROW ASSET MANAGEMENT, LLC hedge funds, futures · Newport Beach $2.5bn about 4main office $2.5bn
43 TRIGUARD MANAGEMENT LLC private equity · Newport Beach $1.9bn about 4main office $1.9bn
44 AFFINITY INVESTMENT ADVISORS, LLC Newport Beach $1.2bn about 4main office $1.2bn
45 JANUS HENDERSON GROUP PLC public funds (AU), hedge funds, private equity, mutual funds and 2 more · Newport Beach JANUS HENDERSON INVESTORS US LLC · 3 related pages $380.4bn 3 $380.4bn
46 Mesirow Financial Investment Management, Inc. real estate, institutions, futures · Aliso Viejo FLEXPATH STRATEGIES · 3 related pages $50.4bn about 3main office $50.4bn
47 HINES CAPITAL ADVISORS LLC hedge funds, private equity, real estate · Newport Beach $5.1bn 3 $5.1bn
48 North Reef Capital Management LP hedge funds, futures · Laguna Beach $4.1bn about 3main office $4.1bn
49 KBS REALTY ADVISORS, LLC Newport Beach $2.7bn about 3main office $2.7bn
50 CARRICK CAPITAL PARTNERS private equity, venture · Newport Beach $2.1bn 3 $2.1bn

133 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.