Vault-13

Managers in San Marino, CA

United States · 99 asset managers within 25 km (1 in San Marino itself) · 111 wealth managers, banks and others

San MarinoLos AngelesPacific PalisadesEl SegundoBurbankEncinoWoodland HillsRedondo BeachNewport BeachAliso Viejo
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: Los Angeles, CA 344 · Santa Monica, CA 99 · El Segundo, CA 65 · Beverly Hills, CA 55 · Pasadena, CA 52 · West Hollywood, CA 24 · Manhattan Beach, CA 16 · Venice, CA 13 · Marina Del Rey, CA 11 · Hermosa Beach, CA 10 · Redondo Beach, CA 10 · Torrance, CA 9

Asset managers in and around San Marino

#Manager People here Assets Visa salary
1 FRANKLIN RESOURCES INC public funds (AU), hedge funds, private equity, real estate and 6 more · Pasadena Western Asset Management Company, LLC · 29 related pages $509.5bn · visa salary $128,100 about 64main office $509.5bn $128,10016 filings
2 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · West Hollywood YUCAIPA MASTER MANAGER, LLC · 70 related pages $368.7bn about 22main office $368.7bn
3 PRIMECAP MANAGEMENT CO/CA/ mutual funds · Pasadena $139.3bn about 22main office $139.3bn
4 FORESITE CAPITAL venture · West Hollywood $3.2bn about 13main office $3.2bn
5 SHUSTER ADVISORY GROUP, LLC institutions · Pasadena $10.3bn about 11main office $10.3bn
6 FELICITAS GLOBAL PARTNERS, LLC private equity, venture · Pasadena $804.4m about 9main office $804.4m
7 NORTHSTAR INVESTMENT ADVISORY LLC West Hollywood about 9main office
8 GREENLAKE ASSET MANAGEMENT LLC real estate · South Pasadena $1.1bn about 8main office $1.1bn
9 MCT ENTERTAINMENT ADVISORS LLC private equity, institutions · West Hollywood $154.0m about 7main office $154.0m
10 SMASH VENTURES MANAGEMENT COMPANY LP private equity, venture · West Hollywood $3.3bn about 5main office $3.3bn
11 BRACKET CAPITAL private equity · West Hollywood $2.6bn about 5main office $2.6bn
12 RICE HALL JAMES & ASSOCIATES, LLC Pasadena $1.7bn 5 $1.7bn
13 ERA FINANCIAL ADVISORS Covina about 5main office
14 FLAHERTY & CRUMRINE INCORPORATED mutual funds · Pasadena $4.1bn about 4main office $4.1bn
15 ALIGNED CLIMATE CAPITAL LLC private equity · Burbank $1.8bn 3 $1.8bn
16 Dorsey Wright & Associates mutual funds, futures · Pasadena $1.0bn 3 $1.0bn
17 CMR CAPITAL MANAGEMENT, LLC private equity, real estate · Pasadena $275.1m about 3main office $275.1m
18 PAN GLOBAL ADVISERS, LLC Pasadena $270.5m 3 $270.5m
19 FULLER INVESTMENT MANAGEMENT COMPANY Pasadena $264.5m about 3main office $264.5m
20 VY Capital Management Co. Ltd. private equity, futures · West Hollywood $47.0bn 2 $47.0bn
21 PRIME CAPITAL FINANCIAL institutions · Pasadena $39.1bn 2 $39.1bn
22 US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC private equity, venture · Pasadena $7.0bn 2 $7.0bn
23 CAPITAL RESEARCH & CONSULTING LLC institutions · Pasadena $6.0bn about 2main office $6.0bn
24 Oakhurst Advisors,LLC real estate · Pasadena $1.2bn 2 $1.2bn
25 Wedbush Fund Advisers, LLC mutual funds · Pasadena $1.1bn about 2main office $1.1bn
26 NESTYIELD ETFS Downey $517.3m about 2main office $517.3m
27 SKYLAR WEALTH MANAGEMENT, LLC Pasadena about 2main office
28 Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Pasadena Cerity Partners LLC, CERITY PARTNERS RETIREMENT PLAN CONSULTANTS · 4 related pages $161.7bn 1 $161.7bn
29 MCMORGAN & CO LLC venture, institutions · Burbank $7.6bn 1 $7.6bn
30 IMA Advisory Services, Inc. institutions · Pasadena $3.9bn 1 $3.9bn
31 SANDTON CAPITAL PARTNERS, LP private equity, futures · Burbank $2.3bn 1 $2.3bn
32 WHITTIER ADVISORS, LLC mutual funds · Pasadena $1.9bn 1 $1.9bn
33 VILLAGE GLOBAL MANAGEMENT, L.L.C. private equity, venture · Covina $978.7m about 1main office $978.7m
34 RETIREMENT WELLNESS GROUP institutions · Pasadena $526.6m about 1main office $526.6m
35 TREND TRADE PRO, LLC institutions · Pasadena $298.3m about 1main office $298.3m
36 Caerus Investment Advisors, LLC venture · South Pasadena $117.2m 1 $117.2m
37 STEAMBOAT VENTURES ASIA MANAGEMENT, LTD. venture · Burbank 1main office
38 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Pasadena ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
39 SMARTGATEVC venture · Glendale office
40 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Pasadena MORGAN STANLEY · 33 related pages $2.0tn office $2.0tn
41 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Pasadena MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn office $1.8tn
42 JONES FINANCIAL COMPANIES LLLP mutual funds, futures, wealth · Burbank EDWARD JONES · 4 related pages $1.0tn office $1.0tn
43 Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Pasadena Stifel Independent Advisors, LLC · 11 related pages $763.4bn office $763.4bn
44 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Pasadena RBC Rochdale, LLC · 23 related pages $590.8bn office $590.8bn
45 Nuveen, LLC public funds (AU), hedge funds, private equity, venture and 8 more · Pasadena TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · 23 related pages $419.2bn office $419.2bn
46 HSBC HOLDINGS PLC private equity, real estate, institutions, futures and 3 more · Arcadia HSBC SECURITIES USA INC · 12 related pages $260.2bn office $260.2bn
47 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Glendale Thrivent Investment Management Inc · 5 related pages $128.7bn office $128.7bn
48 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Pasadena FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn office $2.6bn
49 GAMBLE JONES INVESTMENT COUNSEL Pasadena $1.3bn based here $1.3bn
50 Moody Aldrich Partners LLC private equity, wealth · San Marino Moody Aldrich Partners LLC · 2 related pages $864.3m office $864.3m

99 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.