Vault-13

Managers in Lake Forest, CA

United States · 221 asset managers within 25 km (3 in Lake Forest itself) · 273 wealth managers, banks and others

Lake ForestLos AngelesPacific PalisadesEl SegundoBurbankRedondo BeachNewport BeachLaguna 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 · Costa Mesa, CA 11 · Aliso Viejo, CA 6 · Laguna Beach, CA 6 · Long Beach, CA 6 · Corona Del Mar, CA 5 · Dana Point, CA 4 · Laguna Hills, CA 3 · Laguna Niguel, CA 3 · Tustin, CA 3 · Santa Ana, CA 3

Asset managers in and around Lake Forest

#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 PATHWAY CAPITAL MANAGEMENT, LP private equity, institutions · Irvine $97.8bn about 61main office $97.8bn
3 Wealthspire Retirement, LLC institutions · Aliso Viejo Wealthspire Retirement, LLC, SST BENEFITS CONSULTING, FIDUCIARY FIRST · 4 related pages $38.6bn about 60main office $38.6bn
4 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
5 SageView Advisory Group, LLC institutions · Newport Beach $37.5bn about 42main office $37.5bn
6 WCM INVESTMENT MANAGEMENT, LLC hedge funds, private equity, venture, mutual funds · Laguna Beach $96.8bn about 37main office $96.8bn
7 AVANATH CAPITAL MANAGEMENT, LLC real estate · Irvine $3.7bn about 34main office $3.7bn
8 PAAMCO PRISMA, LLC hedge funds, futures · Newport Beach $14.5bn about 33main office $14.5bn
9 THE BALDWIN GROUP WEALTH ADVISORS, LLC institutions · Irvine $27.3bn 23 $27.3bn
10 CAPTRUST FINANCIAL ADVISORS private equity, real estate, institutions · Costa Mesa $1.2tn 22 $1.2tn
11 GREYSTAR INVESTMENT GROUP, LLC private equity, real estate · Newport Beach $36.5bn 22 $36.5bn
12 APC ASSET DEVELOPMENT I, LP private equity, structured credit · Newport Beach $2.3bn about 22main office $2.3bn
13 APC ASSET DEVELOPMENT II, LP private equity, structured credit · Newport Beach $2.1bn about 22main office $2.1bn
14 KAIROS private equity, real estate · Irvine $897.2m about 22main office $897.2m
15 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
16 Pacific Life Fund Advisors LLC mutual funds, futures · Newport Beach $42.8bn about 19main office $42.8bn
17 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
18 RESEARCH AFFILIATES GLOBAL HOLDINGS, LLC mutual funds · Newport Beach RESEARCH AFFILIATES, Research Affiliates, LLC $32.2bn about 15main office $32.2bn
19 L SQUARED CAPITAL PARTNERS private equity · Newport Beach $2.0bn about 15main office $2.0bn
20 BUCHANAN STREET PARTNERS, L.P. real estate · Newport Beach $1.6bn about 14main office $1.6bn
21 BRIDGE INVESTMENT GROUP hedge funds, real estate, structured credit, futures · Newport Beach $49.3bn 12 $49.3bn
22 WINDJAMMER CAPITAL INVESTORS private equity · Newport Beach $3.1bn about 12main office $3.1bn
23 CAPROCK PARTNERS MANAGEMENT, INC. real estate · Newport Beach $1.5bn about 12main office $1.5bn
24 CHARLES SCHWAB & CO., INC. Irvine, Newport Beach CHARLES SCHWAB & CO., INC., SCHWAB WEALTH ADVISORY, INC. 12
25 SABAL INVESTMENT ADVISORS, LLC real estate · Irvine $5.8bn about 10main office $5.8bn
26 Strategic Global Advisors, LLC institutions · Newport Beach $3.0bn · visa salary $150,000 about 10main office $3.0bn $150,0003 filings
27 TA REALTY LLC futures · Newport Beach $1.5bn 10 $1.5bn
28 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
29 RIMROCK CAPITAL MANAGEMENT LLC hedge funds, futures · Irvine $3.9bn about 9main office $3.9bn
30 PRESTON CAPITAL private equity · Aliso Viejo $1.1bn about 9main office $1.1bn
31 World Investment Advisors institutions · Irvine $71.6bn 8 $71.6bn
32 PACIFIC PRIVATE FUND ADVISORS LLC private equity, futures · Newport Beach $12.2bn · visa salary $146,578 about 8main office $12.2bn $146,5787 filings
33 COMPASS GROUP MANAGEMENT LLC institutions · Costa Mesa $3.0bn 8 $3.0bn
34 PENCE CAPITAL MANAGEMENT, LLC Newport Beach $1.5bn about 8main office $1.5bn
35 TOWNELEY CAPITAL MANAGEMENT, INC. institutions · Laguna Hills $1.1bn about 8main office $1.1bn
36 SUNSTONE ADVISORS, LLC venture, structured credit · Irvine $122.8m about 8main office $122.8m
37 RISE PRIVATE WEALTH MANAGEMENT Irvine 8
38 MARSH & MCLENNAN COMPANIES, INC. super fund, public funds (AU), hedge funds, private equity and 2 more · Irvine Mercer Investments LLC · 3 related pages $226.0bn 7 $226.0bn
39 Bramshill Investments, LLC hedge funds, mutual funds · Newport Beach BRAMSHILL INVESTMENTS, LLC · 2 related pages $8.1bn 7 $8.1bn
40 CLEARLIGHT PARTNERS MANAGEMENT, LLC private equity · Newport Beach $390.3m about 7main office $390.3m
41 MMA SECURITIES LLC Aliso Viejo 7
42 Gallagher Fiduciary Advisors, LLC institutions, futures · Irvine $194.8bn 6 $194.8bn
43 Capital Group Companies, Inc. public funds (AU), private equity, institutions, futures and 2 more · Irvine CAPITAL CLIENT GROUP, INC. · 7 related pages $58.2bn · visa salary $173,276 6 $58.2bn $173,27692 filings
44 NEW STATE CAPITAL PARTNERS private equity · Irvine $2.0bn 6 $2.0bn
45 SHORECLIFF ASSET MANAGEMENT COMPANY LLC hedge funds · Newport Beach $1.4bn about 6main office $1.4bn
46 LONGTAIL ALPHA, LLC hedge funds, futures · Newport Beach $822.4m about 6main office $822.4m
47 ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC real estate · Irvine $679.5m 6 $679.5m
48 Engaged Capital LLC hedge funds, private equity, futures · Newport Beach $432.3m about 6main office $432.3m
49 REVITATE FUND ADVISOR LLC private equity, real estate · Newport Beach $398.6m about 6main office $398.6m
50 AVILA REAL ESTATE CAPITAL private equity · Irvine $341.2m 6 $341.2m

221 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.