Vault-13

Managers in Pleasant Hill, CA

United States · 124 asset managers within 25 km (3 in Pleasant Hill itself) · 179 wealth managers, banks and others

Pleasant HillSouth San FranciscoRichmondSausalitoOaklandLarkspurPalo AltoRedwood CityPortola ValleySan Mateo
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: San Francisco, CA 887 · San Mateo, CA 75 · Walnut Creek, CA 40 · Larkspur, CA 38 · Mill Valley, CA 28 · Oakland, CA 25 · San Rafael, CA 16 · Sausalito, CA 14 · Orinda, CA 13 · Berkeley, CA 11 · Pleasanton, CA 10 · Belvedere Tiburon, CA 9

Asset managers in and around Pleasant Hill

#Manager People here Assets Visa salary
1 Allspring Global Investments Holdings, LLC mutual funds, institutions, futures, FCA fund manager · Walnut Creek Allspring Global Investments, LLC · 6 related pages $475.8bn 23 $475.8bn
2 Voleon Capital Management LP hedge funds, futures · Berkeley $29.4bn · visa salary $137,030 about 22main office $29.4bn $137,0303 filings
3 BPCE public funds (AU), hedge funds, private equity, mutual funds and 3 more · Orinda LOOMIS SAYLES & CO L P · 21 related pages $386.9bn 21 $386.9bn
4 INSIGNIA CAPITAL GROUP, L.P. private equity · Walnut Creek $1.3bn about 13main office $1.3bn
5 SBJ CAPITAL private equity · Walnut Creek $749.4m about 12main office $749.4m
6 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
7 GLOBAL RETIREMENT PARTNERS LLC institutions · Walnut Creek GLOBAL RETIREMENT PARTNERS LLC · 2 related pages $169.6bn 10 $169.6bn
8 AMULET CAPITAL PARTNERS, L.P. private equity · Walnut Creek $2.5bn 10 $2.5bn
9 DRAGONFLY DIGITAL MANAGEMENT, LLC hedge funds, venture · Berkeley $3.4bn about 9main office $3.4bn
10 World Investment Advisors institutions · San Ramon $71.6bn 8 $71.6bn
11 OneDigital Investment Advisors LLC institutions · Walnut Creek $155.4bn 7 $155.4bn
12 WESPAC Advisors, LLC institutions · Orinda $1.2bn about 7main office $1.2bn
13 TUDOR INVESTMENT CORP ET AL hedge funds, private equity, futures · Oakland $106.8bn 6 $106.8bn
14 BERKELEY PARTNERS MANAGEMENT, LLC Oakland $3.1bn about 6main office $3.1bn
15 USCF ADVISERS mutual funds, futures · Walnut Creek $714.9m about 6main office $714.9m
16 DI INVESTMENT MANAGEMENT LP real estate · Oakland $617.6m 6 $617.6m
17 PENSERRA GLOBAL INVESTORS LLC institutions · Orinda $2 about 6main office $2
18 Kodai Capital Management LP hedge funds, futures · Walnut Creek MILLENNIUM MANAGEMENT LLC, Kodai Capital Management LP $720.8bn 5 $720.8bn
19 EDELMAN FINANCIAL ENGINES Walnut Creek $326.3bn 5 $326.3bn
20 GIFFORD FONG ASSOCIATES institutions · Lafayette $517.0m about 5main office $517.0m
21 HAHN CAPITAL MANAGEMENT LLC Walnut Creek $390.0m about 5main office $390.0m
22 FALCON BRIDGE CAPITAL structured credit · Oakland $192.7m about 5main office $192.7m
23 IM GLOBAL PARTNER FUND MANAGEMENT LLC mutual funds, futures · Walnut Creek $4.0bn 4 $4.0bn
24 Philosophy Capital Management LLC hedge funds, futures · Alamo $1.7bn about 4main office $1.7bn
25 Defilade Capital Management, L.P. hedge funds, futures · Emeryville $1.5bn about 4main office $1.5bn
26 NEWFRONT RETIREMENT SERVICES, INC. institutions · Walnut Creek $1.0bn 4 $1.0bn
27 CARBON COLLECTIVE INVESTING, LLC institutions · Oakland $348.4m about 4main office $348.4m
28 PRIME MERIDIAN CAPITAL MANAGEMENT, LLC hedge funds · Walnut Creek $176.7m about 4main office $176.7m
29 AXA hedge funds, private equity, structured credit, futures and 1 more · Orinda AXA Investment Managers US Inc., AXA Investment Managers US Inc. · 4 related pages $79.2bn 3 $79.2bn
30 PRIME CAPITAL FINANCIAL institutions · Walnut Creek, Concord $39.1bn 3 $39.1bn
31 Penserra Capital Management LLC mutual funds, futures · Orinda $17.5bn about 3main office $17.5bn
32 SIERRA INVESTMENT PARTNERS, INC. institutions · Walnut Creek $5.5bn about 3main office $5.5bn
33 GREYROCK CAPITAL GROUP private equity · Walnut Creek $818.2m 3 $818.2m
34 MERRITT POINT PARTNERS LLC futures · Oakland $636.1m about 3main office $636.1m
35 HONTE ADVISORS LLC hedge funds, futures · Berkeley $417.7m about 3main office $417.7m
36 ILLUMEN CAPITAL MANAGEMENT, LLC Oakland $294.9m about 3main office $294.9m
37 BPM WEALTH ADVISORS, LLC institutions · Walnut Creek $268.3m 3 $268.3m
38 JCSD Capital, LLC hedge funds, private equity · Walnut Creek $214.6m about 3main office $214.6m
39 Sixth Street Advisers, LLC hedge funds, private equity, structured credit · Walnut Creek $101.6bn 2 $101.6bn
40 Chandler Asset Management, Inc. institutions · Oakland $45.3bn 2 $45.3bn
41 CI INVESTMENTS INC. Oakland CI Global Investments Inc. · 2 related pages $31.1bn about 2main office $31.1bn
42 EFG International AG institutions, FCA fund manager, bank or insurer · Oakland EFG Asset Management (North America) Corp. · 6 related pages $5.5bn 2 $5.5bn
43 Ursa Fund Management, LLC hedge funds, futures · Danville $1.2bn about 2main office $1.2bn
44 AUTHENTIC VENTURES INVESTMENT MANAGER, LLC venture · Oakland $201.2m about 2main office $201.2m
45 MCM ADVISERS, LP private equity, real estate · Orinda $118.4m about 2main office $118.4m
46 AWH FINANCIAL, LLC Walnut Creek, Oakland 2
47 BRIDGEBAY FINANCIAL, INC. San Ramon about 2main office
48 LAFAYETTE SQUARE FINANCIAL ADVISORS, INC. Walnut Creek about 2main office
49 VANGUARD GROUP INC mutual funds, futures, FCA fund manager, wealth · Oakland Vanguard Personalized Indexing Management, LLC · 8 related pages $11.1tn about 1main office $11.1tn
50 UBS Group AG public funds (AU), hedge funds, private equity, real estate and 4 more · Walnut Creek UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC · 16 related pages $629.2bn 1 $629.2bn

124 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.