Vault-13

Managers in Point Reyes Station, CA

United States · 28 asset managers within 25 km (2 in Point Reyes Station itself) · 57 wealth managers, banks and others

Point Reyes StationSouth San FranciscoSausalitoOaklandLarkspurPalo AltoRedwood CityPortola ValleySan MateoWalnut Creek
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 · Larkspur, CA 38 · Mill Valley, CA 28 · San Rafael, CA 16 · Sausalito, CA 14 · Belvedere Tiburon, CA 9 · Greenbrae, CA 8 · Corte Madera, CA 8 · Novato, CA 4 · Santa Rosa, CA 4 · San Anselmo, CA 3 · Petaluma, CA 2

Asset managers in and around Point Reyes Station

#Manager People here Assets Visa salary
1 HENNESSY ADVISORS INC mutual funds · Novato $4.3bn about 4main office $4.3bn
2 GLOBAL RETIREMENT PARTNERS LLC institutions · San Rafael RPA FINANCIAL, LLC, GLOBAL RETIREMENT PARTNERS LLC $169.6bn about 3main office $169.6bn
3 FILLMORE CAPITAL PARTNERS, LLC real estate · Petaluma $247.1m 2 $247.1m
4 FLORIN PENSIONS LLC asset owner · Novato 2
5 FRANKLIN RESOURCES INC public funds (AU), hedge funds, private equity, real estate and 6 more · Point Reyes Station Benefit Street Partners LLC · 29 related pages $509.5bn 1 $509.5bn
6 ExodusPoint Capital Management, LP hedge funds, futures · San Rafael $159.4bn 1 $159.4bn
7 Chandler Asset Management, Inc. institutions · Novato $45.3bn 1 $45.3bn
8 BSP CLO MANAGEMENT LLC structured credit · Point Reyes Station $12.2bn 1 $12.2bn
9 JOCELYN INVESTMENT MANAGEMENT, LLC institutions · San Rafael $1.0bn about 1main office $1.0bn
10 AWH FINANCIAL, LLC San Rafael 1
11 Global Retirement Partners, LLC asset owner · San Rafael $6.5bn based here $6.5bn
12 Polaris Wealth Advisory Group, LLC San Rafael $1.3bn based here $1.3bn
13 Private Ocean, LLC San Rafael $1.1bn based here $1.1bn
14 FIDUCIARY FINANCIAL GROUP, LLC San Rafael $882.4m based here $882.4m
15 TRAN CAPITAL MANAGEMENT, L.P. San Rafael $868.7m based here $868.7m
16 Stonebridge Financial Group, LLC/CA San Rafael $722.2m based here $722.2m
17 HUTCHINSON CAPITAL MANAGEMENT/CA San Rafael $583.7m based here $583.7m
18 Burleson & Company, LLC Petaluma $399.9m based here $399.9m
19 Equius Partners, Inc. Novato $323.9m based here $323.9m
20 Marin Bay Wealth Advisors, LLC San Anselmo $186.0m based here $186.0m
21 Defined Financial Planning LLC San Rafael $120.6m based here $120.6m
22 Putney Financial Group LLC San Rafael $111.1m based here $111.1m
23 Osmium Partners, LLC hedge funds · San Anselmo OSMIUM PARTNERS, LLC · 2 related pages $10.4m office $10.4m
24 AQT CAPITAL MANAGEMENT, LLC hedge funds · San Rafael office
25 BRAVE CAPITAL MANAGEMENT LLC venture · San Rafael office
26 Chapman Investment Management, LLC San Anselmo based here
27 FAR WEST CAPITAL MANAGEMENT hedge funds · Nicasio office
28 FREESTYLE CAPITAL MANAGEMENT, LLC venture · San Rafael office

28 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.