Vault-13

Managers in Simi Valley, CA

United States · 39 asset managers within 25 km (2 in Simi Valley itself) · 116 wealth managers, banks and others

Simi ValleyLos AngelesPacific PalisadesEl SegundoRedondo BeachNewport BeachAliso ViejoHuntington BeachSolana BeachDana Point
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 · West Hollywood, CA 24 · Venice, CA 13 · Westlake Village, CA 11 · Marina Del Rey, CA 11 · Thousand Oaks, CA 8 · Woodland Hills, CA 8 · Burbank, CA 8 · Culver City, CA 8

Asset managers in and around Simi Valley

#Manager People here Assets Visa salary
1 PNMAC CAPITAL MANAGEMENT, LLC futures · Westlake Village $21.3bn · visa salary $137,943 about 36main office $21.3bn $137,94324 filings
2 WHITMAN/PETERSON, LLC real estate · Westlake Village $2.4bn about 26main office $2.4bn
3 Apollo Capital Management, L.P. hedge funds, private equity, real estate, structured credit and 3 more · Woodland Hills APOLLO CAPITAL MANAGEMENT, L.P., APOLLO CREDIT MANAGEMENT, LLC, APOLLO REAL ESTATE FUND ADVISER, LLC · 12 related pages $718.5bn 22 $718.5bn
4 SUNAMERICA ASSET MANAGEMENT, LLC mutual funds, futures · Woodland Hills SUNAMERICA ASSET MANAGEMENT, LLC · 2 related pages $42.2bn 9 $42.2bn
5 IBN ASSET MANAGEMENT, LLC institutions · Thousand Oaks $508.2m about 6main office $508.2m
6 M2 FINANCIAL LLC mutual funds · Valencia $158.0m about 6main office $158.0m
7 MONARCH PLAN ADVISORS institutions · Simi Valley $792.6m about 5main office $792.6m
8 Brookfield Asset Management Private Institutional Capital Adviser (Canada) LP hedge funds, private equity, real estate, futures · Westlake Village Brookfield Renewable Energy Group LLC, Brookfield Asset Management Private Institutional Capital Adviser (Private Equity), L.P., BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC · 5 related pages $152.1bn 4 $152.1bn
9 BAM Credit & Insurance Solutions Advisor LLC structured credit, institutions, futures · Westlake Village $107.3bn 4 $107.3bn
10 M83 INVESTMENT GROUP, LLC mutual funds · Agoura Hills $191.0m about 4main office $191.0m
11 FMB RETIREMENT SERVICES institutions · Thousand Oaks $146.2m about 4main office $146.2m
12 PRUDENTIAL FINANCIAL INC hedge funds, private equity, real estate, structured credit and 6 more · Westlake Village PGIM, Inc. · 22 related pages $1.1tn 3 $1.1tn
13 Advus Financial Partners, LLC institutions · Valencia $4.0bn 3 $4.0bn
14 CHELSEA COUNSEL CO institutions · Woodland Hills $517.0m about 3main office $517.0m
15 Corebridge Financial, Inc. private equity, mutual funds, institutions, FCA fund manager and 1 more · Woodland Hills Corebridge Institutional Investments (U.S.), LLC · 4 related pages $121.1bn 2 $121.1bn
16 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Thousand Oaks $39.4bn 2 $39.4bn
17 RFG Advisory, LLC mutual funds · Valencia $8.0bn 2 $8.0bn
18 3(38) INVESTMENT FIDUCIARIES institutions · Simi Valley $1.0bn about 2main office $1.0bn
19 BROOKSTONE WEALTH ADVISORS, LLC Thousand Oaks 2
20 PRIME CAPITAL FINANCIAL institutions · Woodland Hills $39.1bn 1 $39.1bn
21 ODYSSEY INVESTMENT PARTNERS, LLC private equity · Westlake Village $7.9bn 1 $7.9bn
22 Extract Advisors LLC hedge funds, private equity, structured credit, futures · Calabasas $914.4m about 1main office $914.4m
23 AII CAPITAL MANAGEMENT, LLC real estate · Moorpark $108.6m about 1main office $108.6m
24 ZAI TECHNOLOGIES LLC Thousand Oaks about 1main office
25 WELLS FARGO & COMPANY/MN wealth · Thousand Oaks WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn office $671.4bn
26 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Calabasas COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn office $181.9bn
27 Lindbrook Capital, LLC Calabasas $1.1bn based here $1.1bn
28 Conrad N. Hilton Foundation asset owner · Westlake Village $575.6m based here $575.6m
29 LAZARI CAPITAL MANAGEMENT, INC. Woodland Hills $324.6m based here $324.6m
30 Hippocratic Financial Advisors, LLC Westlake Village $265.1m based here $265.1m
31 Hofer & Associates. Inc Thousand Oaks $206.9m based here $206.9m
32 GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG real estate, institutions · Woodland Hills $179.4m office $179.4m
33 MFA Wealth Services Thousand Oaks $167.4m based here $167.4m
34 Atala Financial Inc Calabasas $164.5m based here $164.5m
35 West Oak Capital, LLC Westlake Village $2.5m based here $2.5m
36 CAELION CAPITAL MANAGEMENT, LLC hedge funds · West Hills office
37 CHETAN LLC private equity · Westlake Village office
38 MAKERS INVESTMENT ADVISOR II US INC. venture · Woodland Hills office
39 WESTLAKE BIOPARTNERS, LLC venture · Westlake Village office

39 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.