Vault-13

Managers in Trabuco Canyon, CA

United States · 103 asset managers within 25 km (1 in Trabuco Canyon itself) · 154 wealth managers, banks and others

Trabuco CanyonLos AngelesPacific PalisadesEl SegundoBurbankRedondo BeachNewport BeachLaguna BeachSolana BeachSan Diego
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 · Costa Mesa, CA 11 · Aliso Viejo, CA 6 · Laguna Beach, CA 6 · Corona Del Mar, CA 5 · Dana Point, CA 4 · Lake Forest, CA 3 · Laguna Hills, CA 3 · Laguna Niguel, CA 3 · Tustin, CA 3 · Santa Ana, CA 3

Asset managers in and around Trabuco Canyon

#Manager People here Assets Visa salary
1 PATHWAY CAPITAL MANAGEMENT, LP private equity, institutions · Irvine $97.8bn about 61main office $97.8bn
2 Wealthspire Retirement, LLC institutions · Aliso Viejo Wealthspire Retirement, LLC, SST BENEFITS CONSULTING, FIDUCIARY FIRST · 4 related pages $38.6bn about 60main office $38.6bn
3 WCM INVESTMENT MANAGEMENT, LLC hedge funds, private equity, venture, mutual funds · Laguna Beach $96.8bn about 37main office $96.8bn
4 AVANATH CAPITAL MANAGEMENT, LLC real estate · Irvine $3.7bn about 34main office $3.7bn
5 THE BALDWIN GROUP WEALTH ADVISORS, LLC institutions · Irvine $27.3bn 23 $27.3bn
6 KAIROS private equity, real estate · Irvine $897.2m about 22main office $897.2m
7 CHARLES SCHWAB & CO., INC. Irvine CHARLES SCHWAB & CO., INC., SCHWAB WEALTH ADVISORY, INC. 12
8 SABAL INVESTMENT ADVISORS, LLC real estate · Irvine $5.8bn about 10main office $5.8bn
9 RIMROCK CAPITAL MANAGEMENT LLC hedge funds, futures · Irvine $3.9bn about 9main office $3.9bn
10 PRESTON CAPITAL private equity · Aliso Viejo $1.1bn about 9main office $1.1bn
11 World Investment Advisors institutions · Irvine $71.6bn 8 $71.6bn
12 TOWNELEY CAPITAL MANAGEMENT, INC. institutions · Laguna Hills $1.1bn about 8main office $1.1bn
13 SUNSTONE ADVISORS, LLC venture, structured credit · Irvine $122.8m about 8main office $122.8m
14 RISE PRIVATE WEALTH MANAGEMENT Irvine 8
15 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
16 MMA SECURITIES LLC Aliso Viejo 7
17 Gallagher Fiduciary Advisors, LLC institutions, futures · Irvine $194.8bn 6 $194.8bn
18 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
19 NEW STATE CAPITAL PARTNERS private equity · Irvine $2.0bn 6 $2.0bn
20 ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC real estate · Irvine $679.5m 6 $679.5m
21 AVILA REAL ESTATE CAPITAL private equity · Irvine $341.2m 6 $341.2m
22 SHIMA CAPITAL MANAGEMENT LLC venture · Irvine $164.6m about 6main office $164.6m
23 PELORUS CAPITAL MANAGEMENT, LLC Irvine about 6main office
24 OneDigital Investment Advisors LLC institutions · Irvine $155.4bn 5 $155.4bn
25 FPA REAL ESTATE ADVISERS GROUP, LLC real estate · Irvine $8.0bn about 5main office $8.0bn
26 GT INVESTMENT PARTNERS, LP Irvine $853.5m about 5main office $853.5m
27 TRITON PACIFIC HEALTHCARE PARTNERS, LLC private equity · San Juan Capistrano $379.6m about 5main office $379.6m
28 3SPOKE MANAGEMENT, LLC private equity, venture · Irvine $254.3m about 5main office $254.3m
29 MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC hedge funds, private equity, real estate, institutions and 1 more · Irvine $48.3bn 4 $48.3bn
30 CABOT PROPERTIES L.P. real estate · Irvine $9.1bn 4 $9.1bn
31 TRIPACIFIC CAPITAL ADVISORS, LLC institutions · Irvine $12.3m about 4main office $12.3m
32 HOAINVEST LLC Irvine about 4main office
33 Mesirow Financial Investment Management, Inc. real estate, institutions, futures · Aliso Viejo FLEXPATH STRATEGIES · 3 related pages $50.4bn about 3main office $50.4bn
34 North Reef Capital Management LP hedge funds, futures · Laguna Beach $4.1bn about 3main office $4.1bn
35 PRESERVATION EQUITY FUND ADVISORS, LLC real estate · Irvine $502.9m about 3main office $502.9m
36 BPM WEALTH ADVISORS, LLC institutions · Irvine $268.3m 3 $268.3m
37 Capital CS Group, LLC institutions · Irvine $227.3m about 3main office $227.3m
38 OPTIMIZE FINANCIAL INC. mutual funds · Irvine $221.7m about 3main office $221.7m
39 VISTA POINT ASSET MANAGEMENT LLC Irvine about 3main office
40 US BANCORP \DE\ mutual funds, bank or insurer · Irvine U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn 2 $427.5bn
41 BRIGHTSTAR CAPITAL PARTNERS private equity · Dana Point $4.8bn 2 $4.8bn
42 ANTHOS CAPITAL private equity, venture · Dana Point $3.0bn 2 $3.0bn
43 RESMARK EQUITY PARTNERS, LLC real estate, futures · Irvine $2.0bn 2 $2.0bn
44 Camelot Capital Partners, LLC hedge funds · Laguna Beach $1.5bn about 2main office $1.5bn
45 RLH EQUITY PARTNERS private equity · Irvine $1.2bn 2 $1.2bn
46 FVLCRUM PARTNERS, LLC private equity · Lake Forest $328.8m 2 $328.8m
47 DAUNTLESS CAPITAL PARTNERS LLC private equity · Laguna Beach $283.5m 2 $283.5m
48 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Irvine PRINCIPAL REAL ESTATE INVESTORS LLC · 9 related pages $427.7bn 1 $427.7bn
49 AON INVESTMENTS USA INC. hedge funds, institutions, futures · Irvine $151.0bn 1 $151.0bn
50 SVB ASSET MANAGEMENT institutions · Irvine $32.3bn 1 $32.3bn

103 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.