Managers in Orem, UT

United States · 34 asset managers within 25 km (9 in Orem itself) · 48 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: Salt Lake City, UT 70 · Park City, UT 25 · Lehi, UT 17 · Sandy, UT 10 · Draper, UT 8 · Midvale, UT 6 · Provo, UT 4 · South Jordan, UT 4 · Alpine, UT 2 · West Jordan, UT 2 · Lindon, UT 1 · American Fork, UT 1

Asset managers in and around Orem

#	Manager	People here	Assets
1	TOWNSQUARE CAPITAL LLC private equity · Lehi $18.1bn	24main office	$18.1bn
2	WEST RIM II UGP, LLC private equity, venture · Lehi $1.8bn	about 14main office	$1.8bn
3	WEST RIM CAPITAL ASSOCIATES II, L.P. private equity, venture · Lehi $1.7bn	about 14main office	$1.7bn
4	SANDLOT PARTNERS, LLC private equity, real estate · Orem $934.5m	about 8main office	$934.5m
5	TRITIUM PARTNERS private equity · Lehi $1.9bn	7	$1.9bn
6	THISTLE CREEK CAPITAL, LLC Lehi $161.0m	about 6main office	$161.0m
7	LONE PEAK GLOBAL INVESTORS LLC institutions · Alpine $598.4m	about 5main office	$598.4m
8	Symmetry Partners, LLC mutual funds · Lindon $4.7bn	4	$4.7bn
9	BANNER CAPITAL MANAGEMENT, LLC private equity · Lehi $619.2m	about 4main office	$619.2m
10	Accuvest Global Advisors Provo $630.5m	about 3main office	$630.5m
11	SOLIDARITY CAPITAL MANAGEMENT, LLC hedge funds · Lehi $127.6m	about 3main office	$127.6m
12	REEF INVESTMENT MANAGEMENT LLC Lehi $234.3m	about 1main office	$234.3m
13	MOMENTUM WEALTH MANAGEMENT Orem	about 1main office
14	Q3 ADVISORS, LLC Provo	1
15	MAGNUM OPUS FUND hedge funds · Orem	1
16	OSAIC HOLDINGS, INC. private equity, wealth · Lehi CW Advisors, LLC · 6 related pages $85.1bn	office	$85.1bn
17	FirstPurpose Wealth LLC Orem $275.6m	based here	$275.6m
18	CALIBER WEALTH MANAGEMENT, LLC Orem $188.0m	based here	$188.0m
19	Riggs Capital Management LLC American Fork $101.9m	based here	$101.9m
20	Provident Living Financial Services, Inc. Lehi $101.5m	based here	$101.5m
21	WEST RIM CAPITAL ASSOCIATES II, L.P. Lehi $46.8m	based here	$46.8m
22	2.0 VENTURES ADVISER LLC venture · Lehi	office
23	AFA FUND MANAGEMENT, LLC Orem	office
24	ALBUM VENTURES, LLC venture · Lehi	office
25	BIG SKY INVESTMENT MANAGER, LLC hedge funds · Alpine	office
26	BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC hedge funds · Lehi	office
27	ELEMENT INVESTMENTS MANAGEMENT, LLC Provo	office
28	ETHOS INVESTMENT MANAGEMENT LP hedge funds · Orem	office
29	FRAZIER GROUP MANAGEMENT, LLC venture · Lehi	office
30	GLYPTIS MANAGEMENT DE, LLC private equity, futures · Orem	office
31	HALO EXPERIENCE COMPANY venture · Provo	office
32	SWELL COLLECTIVE MANAGEMENT venture · Lehi	office
33	TANDEM PARTNERS GROUP, LLC venture, real estate · Lehi	office
34	XCHANGEFUND LLC hedge funds, futures · Orem	office

34 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.