Vault-13

Managers in Newport Beach, CA

United States · 223 asset managers within 25 km (98 in Newport Beach itself) · 283 wealth managers, banks and others

Newport BeachLos AngelesPacific PalisadesEl SegundoBurbankRedondo BeachAliso ViejoHuntington 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: Irvine, CA 71 · Costa Mesa, CA 11 · Laguna Beach, CA 6 · Aliso Viejo, CA 6 · Long Beach, CA 6 · Corona Del Mar, CA 5 · Dana Point, CA 4 · Tustin, CA 3 · Santa Ana, CA 3 · Huntington Beach, CA 3 · Laguna Hills, CA 3 · Lake Forest, CA 3

Asset managers in and around Newport Beach

#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 LEONID CAPITAL PARTNERS, LLC Huntington Beach $363.0m about 16main office $363.0m
19 RESEARCH AFFILIATES GLOBAL HOLDINGS, LLC mutual funds · Newport Beach RESEARCH AFFILIATES, Research Affiliates, LLC $32.2bn about 15main office $32.2bn
20 L SQUARED CAPITAL PARTNERS private equity · Newport Beach $2.0bn about 15main office $2.0bn
21 BUCHANAN STREET PARTNERS, L.P. real estate · Newport Beach $1.6bn about 14main office $1.6bn
22 BRIDGE INVESTMENT GROUP hedge funds, real estate, structured credit, futures · Newport Beach $49.3bn 12 $49.3bn
23 WINDJAMMER CAPITAL INVESTORS private equity · Newport Beach $3.1bn about 12main office $3.1bn
24 CAPROCK PARTNERS MANAGEMENT, INC. real estate · Newport Beach $1.5bn about 12main office $1.5bn
25 CHARLES SCHWAB & CO., INC. Irvine, Newport Beach CHARLES SCHWAB & CO., INC., SCHWAB WEALTH ADVISORY, INC. 12
26 SABAL INVESTMENT ADVISORS, LLC real estate · Irvine $5.8bn about 10main office $5.8bn
27 Strategic Global Advisors, LLC institutions · Newport Beach $3.0bn · visa salary $150,000 about 10main office $3.0bn $150,0003 filings
28 TA REALTY LLC futures · Newport Beach $1.5bn 10 $1.5bn
29 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
30 RIMROCK CAPITAL MANAGEMENT LLC hedge funds, futures · Irvine $3.9bn about 9main office $3.9bn
31 PRESTON CAPITAL private equity · Aliso Viejo $1.1bn about 9main office $1.1bn
32 World Investment Advisors institutions · Irvine $71.6bn 8 $71.6bn
33 PACIFIC PRIVATE FUND ADVISORS LLC private equity, futures · Newport Beach $12.2bn · visa salary $146,578 about 8main office $12.2bn $146,5787 filings
34 COMPASS GROUP MANAGEMENT LLC institutions · Costa Mesa $3.0bn 8 $3.0bn
35 PENCE CAPITAL MANAGEMENT, LLC Newport Beach $1.5bn about 8main office $1.5bn
36 TOWNELEY CAPITAL MANAGEMENT, INC. institutions · Laguna Hills $1.1bn about 8main office $1.1bn
37 SUNSTONE ADVISORS, LLC venture, structured credit · Irvine $122.8m about 8main office $122.8m
38 RISE PRIVATE WEALTH MANAGEMENT Irvine 8
39 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
40 Bramshill Investments, LLC hedge funds, mutual funds · Newport Beach BRAMSHILL INVESTMENTS, LLC · 2 related pages $8.1bn 7 $8.1bn
41 CLEARLIGHT PARTNERS MANAGEMENT, LLC private equity · Newport Beach $390.3m about 7main office $390.3m
42 MMA SECURITIES LLC Aliso Viejo 7
43 Gallagher Fiduciary Advisors, LLC institutions, futures · Irvine $194.8bn 6 $194.8bn
44 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
45 NEW STATE CAPITAL PARTNERS private equity · Irvine $2.0bn 6 $2.0bn
46 SHORECLIFF ASSET MANAGEMENT COMPANY LLC hedge funds · Newport Beach $1.4bn about 6main office $1.4bn
47 LONGTAIL ALPHA, LLC hedge funds, futures · Newport Beach $822.4m about 6main office $822.4m
48 ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC real estate · Irvine $679.5m 6 $679.5m
49 XEBEC ASSET MANAGEMENT, LLC real estate · Seal Beach $484.5m 6 $484.5m
50 Engaged Capital LLC hedge funds, private equity, futures · Newport Beach $432.3m about 6main office $432.3m

223 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.