Managers in Livermore, CA

United States · 31 asset managers within 25 km (1 in Livermore itself) · 67 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: Palo Alto, CA 205 · Menlo Park, CA 171 · Atherton, CA 85 · Walnut Creek, CA 40 · Redwood City, CA 40 · Oakland, CA 25 · Los Altos, CA 22 · Mountain View, CA 21 · San Jose, CA 19 · Santa Clara, CA 17 · Orinda, CA 13 · Berkeley, CA 11

Asset managers in and around Livermore

#	Manager	People here	Assets
1	FRANKLIN RESOURCES INC public funds (AU), hedge funds, private equity, real estate and 6 more · San Ramon FRANKLIN ADVISERS INC · 29 related pages $509.5bn	11	$509.5bn
2	World Investment Advisors institutions · San Ramon $71.6bn	8	$71.6bn
3	HORIZON TECHNOLOGY FINANCE mutual funds · Pleasanton $811.1m	5	$811.1m
4	PTMA INVESTMENT ADVISORS Pleasanton $104.2bn	3	$104.2bn
5	Prudent Man Advisors, LLC Pleasanton $30.6bn	3	$30.6bn
6	Buck Wealth Strategies, LLC institutions · Pleasanton $1.6bn	2	$1.6bn
7	Oribel Capital Management, LP hedge funds, mutual funds, futures · Livermore ORRELL CAPITAL MANAGEMENT · 2 related pages $1.4bn	about 2main office	$1.4bn
8	Ursa Fund Management, LLC hedge funds, futures · Danville $1.2bn	about 2main office	$1.2bn
9	BRIDGEBAY FINANCIAL, INC. San Ramon	about 2main office
10	TCW ASSET MANAGEMENT CO LLC hedge funds, private equity, structured credit, futures · Danville $81.2bn	1	$81.2bn
11	TCW INVESTMENT MANAGEMENT Co LLC mutual funds, futures · Danville $38.8bn	1	$38.8bn
12	ARGAND PARTNERS, LP private equity, futures · Danville $827.0m	1	$827.0m
13	TVV ADVISERS, LLC venture · Pleasanton $31.3m	about 1main office	$31.3m
14	HSBC HOLDINGS PLC private equity, real estate, institutions, futures and 3 more · Fremont HSBC SECURITIES USA INC · 12 related pages $260.2bn	office	$260.2bn
15	AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · San Ramon Ameritas Advisory Services, LLC · 3 related pages $29.0bn	office	$29.0bn
16	ALLSTATE CORP structured credit, wealth · San Ramon ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn	office	$26.5bn
17	NORTHGATE CAPITAL, L.P. private equity, venture · Danville $2.9bn	office	$2.9bn
18	Adero Partners, LLC Pleasanton $1.5bn	based here	$1.5bn
19	Prosperity Financial Group, Inc. Moraga $322.6m	based here	$322.6m
20	Goldstein Munger & Associates Moraga $303.5m	based here	$303.5m
21	Maloon Powers Pitre Higgins & Dennehy, LLC Moraga $291.0m	based here	$291.0m
22	Greykasell Wealth Strategies, Inc. Danville $275.5m	based here	$275.5m
23	Maxwell Wealth Strategies Inc. Pleasanton $244.9m	based here	$244.9m
24	Grant Private Wealth Management Inc Pleasanton $237.2m	based here	$237.2m
25	Fullerton Advisors, LLC Danville $106.9m	based here	$106.9m
26	LFS ASSET MANAGEMENT Moraga $99.1m	based here	$99.1m
27	AURUM EP GP LLC venture · Pleasanton	office
28	AURUM VP GP LLC venture · Pleasanton	office
29	BEILLION CAPITAL LLC private equity · Fremont	office
30	NEEV FINANCE hedge funds · Fremont	office
31	OPEN FAMILY OFFICE (OFO) WEALTH MANAGEMENT LLC real estate · Fremont	office

31 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.