Managers in Pleasanton, CA

United States · 36 asset managers within 25 km (10 in Pleasanton itself) · 74 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: San Francisco, CA 887 · Palo Alto, CA 205 · Menlo Park, CA 171 · Atherton, CA 85 · San Mateo, CA 75 · Walnut Creek, CA 40 · Redwood City, CA 40 · Burlingame, CA 40 · Oakland, CA 25 · Los Altos, CA 22 · Mountain View, CA 21 · San Jose, CA 19

Asset managers in and around Pleasanton

#	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	Philosophy Capital Management LLC hedge funds, futures · Alamo $1.7bn	about 4main office	$1.7bn
5	PTMA INVESTMENT ADVISORS Pleasanton $104.2bn	3	$104.2bn
6	Prudent Man Advisors, LLC Pleasanton $30.6bn	3	$30.6bn
7	Buck Wealth Strategies, LLC institutions · Pleasanton $1.6bn	2	$1.6bn
8	Oribel Capital Management, LP hedge funds, mutual funds, futures · Livermore ORRELL CAPITAL MANAGEMENT · 2 related pages $1.4bn	about 2main office	$1.4bn
9	Ursa Fund Management, LLC hedge funds, futures · Danville $1.2bn	about 2main office	$1.2bn
10	BRIDGEBAY FINANCIAL, INC. San Ramon	about 2main office
11	TCW ASSET MANAGEMENT CO LLC hedge funds, private equity, structured credit, futures · Danville $81.2bn	1	$81.2bn
12	TCW INVESTMENT MANAGEMENT Co LLC mutual funds, futures · Danville $38.8bn	1	$38.8bn
13	ARGAND PARTNERS, LP private equity, futures · Danville $827.0m	1	$827.0m
14	TVV ADVISERS, LLC venture · Pleasanton $31.3m	about 1main office	$31.3m
15	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
16	AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · San Ramon Ameritas Advisory Services, LLC · 3 related pages $29.0bn	office	$29.0bn
17	ALLSTATE CORP structured credit, wealth · San Ramon ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn	office	$26.5bn
18	NORTHGATE CAPITAL, L.P. private equity, venture · Danville $2.9bn	office	$2.9bn
19	Adero Partners, LLC Pleasanton $1.5bn	based here	$1.5bn
20	Prosperity Financial Group, Inc. Moraga $322.6m	based here	$322.6m
21	Goldstein Munger & Associates Moraga $303.5m	based here	$303.5m
22	Maloon Powers Pitre Higgins & Dennehy, LLC Moraga $291.0m	based here	$291.0m
23	Blue Investment Partners LLC Alamo $285.1m	based here	$285.1m
24	Greykasell Wealth Strategies, Inc. Danville $275.5m	based here	$275.5m
25	Maxwell Wealth Strategies Inc. Pleasanton $244.9m	based here	$244.9m
26	Grant Private Wealth Management Inc Pleasanton $237.2m	based here	$237.2m
27	PURSUE WEALTH PARTNERS LLC Alamo $178.6m	based here	$178.6m
28	PRING TURNER CAPITAL GROUP INC Alamo $174.6m	based here	$174.6m
29	Fullerton Advisors, LLC Danville $106.9m	based here	$106.9m
30	LFS ASSET MANAGEMENT Moraga $99.1m	based here	$99.1m
31	AURUM EP GP LLC venture · Pleasanton	office
32	AURUM VP GP LLC venture · Pleasanton	office
33	BEILLION CAPITAL LLC private equity · Fremont	office
34	CONDUIT CP INVESTMENT I LLC venture · Alamo	office
35	NEEV FINANCE hedge funds · Fremont	office
36	OPEN FAMILY OFFICE (OFO) WEALTH MANAGEMENT LLC real estate · Fremont	office

36 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.