Managers in San Juan Capistrano, CA

United States · 202 asset managers within 25 km (1 in San Juan Capistrano itself) · 242 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: Newport Beach, CA 98 · Irvine, CA 71 · Carlsbad, CA 12 · Costa Mesa, CA 11 · Aliso Viejo, CA 6 · Laguna Beach, CA 6 · Corona Del Mar, CA 5 · Dana Point, CA 4 · Laguna Niguel, CA 3 · Laguna Hills, CA 3 · Lake Forest, CA 3 · Tustin, CA 3

Asset managers in and around San Juan Capistrano

#	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	GREYSTAR INVESTMENT GROUP, LLC private equity, real estate · Newport Beach $36.5bn	22	$36.5bn
11	APC ASSET DEVELOPMENT I, LP private equity, structured credit · Newport Beach $2.3bn	about 22main office	$2.3bn
12	APC ASSET DEVELOPMENT II, LP private equity, structured credit · Newport Beach $2.1bn	about 22main office	$2.1bn
13	KAIROS private equity, real estate · Irvine $897.2m	about 22main office	$897.2m
14	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
15	Pacific Life Fund Advisors LLC mutual funds, futures · Newport Beach $42.8bn	about 19main office	$42.8bn
16	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
17	RESEARCH AFFILIATES GLOBAL HOLDINGS, LLC mutual funds · Newport Beach RESEARCH AFFILIATES, Research Affiliates, LLC $32.2bn	about 15main office	$32.2bn
18	L SQUARED CAPITAL PARTNERS private equity · Newport Beach $2.0bn	about 15main office	$2.0bn
19	BUCHANAN STREET PARTNERS, L.P. real estate · Newport Beach $1.6bn	about 14main office	$1.6bn
20	BRIDGE INVESTMENT GROUP hedge funds, real estate, structured credit, futures · Newport Beach $49.3bn	12	$49.3bn
21	WINDJAMMER CAPITAL INVESTORS private equity · Newport Beach $3.1bn	about 12main office	$3.1bn
22	CAPROCK PARTNERS MANAGEMENT, INC. real estate · Newport Beach $1.5bn	about 12main office	$1.5bn
23	CHARLES SCHWAB & CO., INC. Irvine, Newport Beach CHARLES SCHWAB & CO., INC., SCHWAB WEALTH ADVISORY, INC.	12
24	SABAL INVESTMENT ADVISORS, LLC real estate · Irvine $5.8bn	about 10main office	$5.8bn
25	Strategic Global Advisors, LLC institutions · Newport Beach $3.0bn · visa salary $150,000	about 10main office	$3.0bn	$150,0003 filings
26	TA REALTY LLC futures · Newport Beach $1.5bn	10	$1.5bn
27	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
28	RIMROCK CAPITAL MANAGEMENT LLC hedge funds, futures · Irvine $3.9bn	about 9main office	$3.9bn
29	PRESTON CAPITAL private equity · Aliso Viejo $1.1bn	about 9main office	$1.1bn
30	World Investment Advisors institutions · Irvine $71.6bn	8	$71.6bn
31	PACIFIC PRIVATE FUND ADVISORS LLC private equity, futures · Newport Beach $12.2bn · visa salary $146,578	about 8main office	$12.2bn	$146,5787 filings
32	PENCE CAPITAL MANAGEMENT, LLC Newport Beach $1.5bn	about 8main office	$1.5bn
33	TOWNELEY CAPITAL MANAGEMENT, INC. institutions · Laguna Hills $1.1bn	about 8main office	$1.1bn
34	SUNSTONE ADVISORS, LLC venture, structured credit · Irvine $122.8m	about 8main office	$122.8m
35	RISE PRIVATE WEALTH MANAGEMENT Irvine	8
36	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
37	Bramshill Investments, LLC hedge funds, mutual funds · Newport Beach BRAMSHILL INVESTMENTS, LLC · 2 related pages $8.1bn	7	$8.1bn
38	CLEARLIGHT PARTNERS MANAGEMENT, LLC private equity · Newport Beach $390.3m	about 7main office	$390.3m
39	MMA SECURITIES LLC Aliso Viejo	7
40	Gallagher Fiduciary Advisors, LLC institutions, futures · Irvine $194.8bn	6	$194.8bn
41	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
42	NEW STATE CAPITAL PARTNERS private equity · Irvine $2.0bn	6	$2.0bn
43	SHORECLIFF ASSET MANAGEMENT COMPANY LLC hedge funds · Newport Beach $1.4bn	about 6main office	$1.4bn
44	LONGTAIL ALPHA, LLC hedge funds, futures · Newport Beach $822.4m	about 6main office	$822.4m
45	ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC real estate · Irvine $679.5m	6	$679.5m
46	Engaged Capital LLC hedge funds, private equity, futures · Newport Beach $432.3m	about 6main office	$432.3m
47	REVITATE FUND ADVISOR LLC private equity, real estate · Newport Beach $398.6m	about 6main office	$398.6m
48	AVILA REAL ESTATE CAPITAL private equity · Irvine $341.2m	6	$341.2m
49	SHIMA CAPITAL MANAGEMENT LLC venture · Irvine $164.6m	about 6main office	$164.6m
50	PELORUS CAPITAL MANAGEMENT, LLC Irvine	about 6main office

202 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.