Vault-13

Managers in Surfside, CA

United States · 37 asset managers within 25 km (3 in Surfside itself) · 90 wealth managers, banks and others

SurfsideLos AngelesPacific PalisadesEl SegundoBurbankRedondo BeachNewport BeachLaguna BeachHuntington BeachSolana Beach
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 · Newport Beach, CA 98 · Irvine, CA 71 · El Segundo, CA 65 · Beverly Hills, CA 55 · Pasadena, CA 52 · West Hollywood, CA 24 · Manhattan Beach, CA 16 · Venice, CA 13 · Costa Mesa, CA 11 · Marina Del Rey, CA 11

Asset managers in and around Surfside

#Manager People here Assets Visa salary
1 CAPTRUST FINANCIAL ADVISORS private equity, real estate, institutions · Costa Mesa $1.2tn 22 $1.2tn
2 LEONID CAPITAL PARTNERS, LLC Huntington Beach $363.0m about 16main office $363.0m
3 GLOBAL RETIREMENT PARTNERS LLC institutions · Long Beach GLOBAL RETIREMENT PARTNERS LLC · 2 related pages $169.6bn 13 $169.6bn
4 COMPASS GROUP MANAGEMENT LLC institutions · Costa Mesa $3.0bn 8 $3.0bn
5 XEBEC ASSET MANAGEMENT, LLC real estate · Seal Beach $484.5m 6 $484.5m
6 DEUTSCHE BANK AKTIENGESELLSCHAFT private equity, real estate, structured credit, mutual funds and 4 more · Costa Mesa RREEF AMERICA LLC, DWS INVESTMENT MANAGEMENT AMERICAS, INC · 17 related pages $344.1bn 5 $344.1bn
7 EDELMAN FINANCIAL ENGINES Costa Mesa $326.3bn 5 $326.3bn
8 MEEDER PUBLIC FUNDS, INC. institutions · Long Beach $70.2bn 5 $70.2bn
9 VISION RIDGE PARTNERS, LLC private equity · Costa Mesa $6.1bn 3 $6.1bn
10 ARC70 ADVISERS LP hedge funds, private equity, futures · Costa Mesa $2.0bn 3 $2.0bn
11 Guardian Financial Partners, LLC institutions · Orange $911.9m about 3main office $911.9m
12 FAROPOINT VENTURES, LLC private equity · Costa Mesa $780.0m 3 $780.0m
13 BPM WEALTH ADVISORS, LLC institutions · Long Beach $268.3m 3 $268.3m
14 PRIME CAPITAL FINANCIAL institutions · Costa Mesa $39.1bn 2 $39.1bn
15 WELLTH ADVISORY SERVICES, LLC institutions · Rancho Palos Verdes $26.7bn 2 $26.7bn
16 NESTYIELD ETFS Downey $517.3m about 2main office $517.3m
17 VIBRANT CAPITAL PARTNERS, INC. hedge funds · Rancho Palos Verdes $4.3bn 1 $4.3bn
18 AMIP MANAGEMENT hedge funds · Seal Beach $1.5bn about 1main office $1.5bn
19 Serenity Investment Advisors institutions · Costa Mesa $513.6m 1 $513.6m
20 VALIDEX GLOBAL INVESTING Huntington Beach $352.9m 1 $352.9m
21 SUNSTONE ADVISORS, LLC venture, structured credit · Long Beach $122.8m 1 $122.8m
22 Crosspoint Capital Strategies, LLC Orange $117.0m 1 $117.0m
23 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Cerritos W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn office $93.5bn
24 Alpha Cubed Investments, LLC Costa Mesa $2.9bn based here $2.9bn
25 First American Financial Corp Santa Ana FIRST AMERICAN TRUST, FSB, First American Financial Corp, First American Home Warranty Corp $1.7bn based here $1.7bn
26 Golden State Wealth Management, LLC Santa Ana $1.1bn based here $1.1bn
27 KTF INVESTMENTS, LLC Surfside $989.4m based here $989.4m
28 Weaver Consulting Group Huntington Beach $487.7m based here $487.7m
29 Mosley Wealth Management Anaheim $314.3m based here $314.3m
30 Orange County Employees Retirement System asset owner · Santa Ana $279.6m based here $279.6m
31 WC Walker & Associates, Inc. Fullerton $188.8m based here $188.8m
32 My Portfolio Guide, LLC Surfside $180.8m based here $180.8m
33 Regal Wealth Group, Inc. Surfside $162.1m based here $162.1m
34 CERRACAP, LLC venture · Costa Mesa office
35 NHS GP, LLC venture · Long Beach office
36 Nest Egg ETFs LLC Downey based here
37 SHV MANAGEMENT, LLC venture · Long Beach office

37 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.