List of Investment Management companies in California

Tokotokohub.com

A hospitality technology company connecting people to unique travel experiences worldwide, with trusted hosts, world-class guest service, and loyal guests

PIMCOpimco.com

Global leader in active fixed income investing across public and private markets, offering traditional and nontraditional solutions for companies and investors

Oaktree Capital Management, L.P.oaktreecapital.com

Specializes in alternative investments including credit, equity, and real estate with a value-oriented, risk-controlled approach globally.

Western Asset Managementwesternasset.com

Global fixed-income investment management firm offering long-term, research-driven strategies and risk management to deliver superior client returns worldwide.

ICONIQiconiq.com

Global investment firm partnering with entrepreneurs, managing clients' portfolios, creating opportunities, and working towards a better future across sectors and society

GLCglcllc.com

The company offers investment banking advisory services through GLC and investment management through GLC Investment Advisors Visit their websites for more information

Farallon Capital Managementfaralloncapital.com

Global asset management firm founded in 1986, based in San Francisco with offices worldwide Emphasizes capital preservation and achieves risk-adjusted returns through fundamental analysis

Kayne Andersonkayneanderson.com

Leading alternative investment management firm specializing in real estate, credit, infrastructure, renewables, and growth equity, generating above-average returns through niche investments and responsible practices

BRIbri-us.com

A Silicon Valley firm investing in and developing disruptive technologies for a sustainable world, focusing on semiconductor, energy, healthcare, blockchain, and eco-cities globally

Private Asset Management, Inc.pamgmt.com

A California-based investment advisory firm offering tailored financial advice with fee-based management, emphasizing trust, integrity, and long-term client relationships

Crescent Capitalcrescentcap.com

Alternative asset manager with $41 billion AUM and 200+ employees, headquartered in Los Angeles with offices in New York, Boston, Chicago, and London

Aristotlearistotlecap.com

An employee-owned investment management organization specializing in US and global equity portfolios, fixed income strategies, and research-driven active portfolio management

Brandes Investment Partnersbrandes.com

Investment advisory firm managing equity and fixed-income assets globally for institutional and private clients using value-investing principles.

Payden & Rygelpayden.com

Independent global investment firm offering diverse equity, fixed-income, balanced portfolios, mutual and offshore funds tailored to client needs.

Capital Group Private Client Servicescapitalgroup.com

Privately owned wealth management provider offering personalized service and long-term investment results to wealthy individuals, families, trusts, and foundations

Stockbridgestockbridge.com

A real estate investment management firm with experienced professionals managing equity investments for US and foreign institutional investors across the risk spectrum

Vestige Wealth Managementvestigewm.com

A Registered Investment Advisor (RIA) providing financial advice and managing investments for clients

Beach Point Capital Managementbeachpoint.capital

Global investment firm managing over $20 billion specializing in credit strategies including high yield bonds, leveraged loans, private credit, and structured credit.

Storm Industries, Inc.stormind.com

An innovative family-owned organization with diverse businesses, including manufacturing aftermarket replacement parts for diesel engines, specialized irrigation products, industrial valves, and real estate development

UWMurbanwm.com

Boutique wealth management firm empowering clients, especially women, to achieve their goals and dreams with personalized financial solutions

Perigon Wealth Managementperigonwealth.com

Independent RIA firm providing customized financial planning and flexible advisor programs, focused on business growth and simplifying operations while maintaining advisor independence

Jasper Ridge Partners, L.P.jasperridge.com

The company provides investment management services across various asset classes to families, foundations, and institutions, offering customized solutions

Shanda Groupshanda.com

A private investment firm founded in 1999, with a focus on venture capital, public market investments, real estate, and philanthropy in brain research

Anthos Capitalanthoscapital.com

Investment firm supporting emerging consumer and technology companies with strategic and operational assistance to help them reach their full potential and become industry leaders

Pegasus Tech Venturespegasustechventures.com

Global venture capital firm based in Silicon Valley, investing in emerging technology companies worldwide and helping them expand into North America, Asia, and Europe

Berggruen Holdingsberggruenholdings.com

Diversified investment firm specializing in private equity, real estate, alternative energy, financial instruments, and basic industry startups with up to $200 million per transaction

Percheron Capitalpercheron.com

Private equity firm partnering with exceptional teams to build essential services businesses, accelerating growth and enhancing long-term value in resilient markets Visit website for more info

Salim Group Inc.salimgroupinc.com

A multinational investment group based in Southern California, focusing on technology and emerging markets with proven track record in various sectors globally

One Capital Management, LLConecapital.com

Global investment management firm specializing in managing portfolios for private families, endowments, foundations, tax-exempt organizations, and retirement plans with a focus on wealth management and advanced planning

Genter Capital Managementgentercapitalmanagement.com

A financial firm based in Los Angeles managing investment accounts for high net-worth individuals and institutions, specializing in fixed income and equity strategies

Matthews Asiaglobal.matthewsasia.com

An independent investment specialist managing Asia- and emerging market-focused solutions for institutions, advisors, and individual investors globally with a long-term fundamental approach

Bailard, Inc.bailard.com

Independent asset management firm in San Francisco Bay Area with expertise in equities, fixed income, and real estate, aligning financial goals with values for clients

GLP Capital Partnersgcp.com

Global alternative asset manager specializing in thematic investing in real assets and private equity across high-growth markets with a strong track record of success

Dunhamdunham.com

A multi-billion dollar firm offering investment counsel, trust services, and brokerage services, focused on fairness, accountability, and client performance

Greenoaksgreenoaks.com

Focused on long-term investments in enduring technology companies globally, supporting sustainable growth and innovation in the tech sector.

Vivo Capitallinkedin.com

A global investment firm founded in 1996, focusing on healthcare with $54 billion in assets under management, investing in over 250 public and private companies worldwide

Hall Capital Partners LLChallcapital.com

An independent investment advisor managing global portfolios for families, endowments, and foundations with over $40 billion in assets under management

DVCdvc.ai

A venture capital fund with backing from 90+ investors, including unicorn founders and VCs, offering opportunities for active and value-added investors

Hotchkis & Wiley Capital Managementhwcm.com

The company specializes in identifying undervalued securities for institutional and mutual fund investors, focusing on value equity and high yield assets

Crosslink Capitalcrosslinkcapital.com

early-stage venture capital firm investing in market-disrupting founders across enterprise and consumer technology sectors with $4.2B assets

Osterweis Capital Managementosterweis.com

An independent investment management firm providing services to high net worth individuals, foundations, and endowments through separately managed accounts and mutual funds

Galvanize Climate Solutionsgalvanizeclimate.com

A climate-focused global investment firm funding and supporting climate solutions across various asset classes to drive impactful and long-term results

Capricorn Investment Groupcapricornllc.com

A mission-aligned firm managing $10 billion in multi-asset class portfolios, focusing on sustainable investments in breakthrough solutions to global challenges

Post Advisory Grouppostadvisory.com

A leading global asset manager specializing in high yield and senior loans, managing over $15 billion for institutional investors worldwide

EPIQ Capital Groupepiqcg.com

A leading multi-family office and investment firm simplifying the financial lives of successful professionals through bespoke solutions and personalized care

Saban Capital Group LLCsaban.com

Private investment firm in Los Angeles managing diverse global portfolio of public equities, credit, alternative investments, real property assets with active role in portfolio companies

Dalton Investmentsdaltoninvestments.com

Disciplined global investment management specializing in Asia, Emerging Markets, and global equities for pensions, endowments, and institutions.

Mercatus is now Charles River for Private Marketscrd.com

Platform for private market fund managers and asset owners to manage investment data, improve decision-making, and scale teams efficiently.

Decent Capitaldecentcapital.com

A cross-border venture capital firm founded in 2007, investing in SaaS, Consumer Internet, and Frontier Tech globally with dedication to post-investment support for portfolio companies

Sofinnova Investmentssofinnova.com

A healthcare investment firm funding innovative products to impact patient lives, partnering with entrepreneurs from company formation to IPO or M&A

Ironwood Capital Managementironwoodpartners.com

Alternative investment manager based in San Francisco, specializing in constructing multi-manager hedge fund portfolios for high net worth individuals and institutional investors

Stamos Capital Partners, L.P.stamoscapital.com

Independent investment management firm serving high-net-worth individuals and institutions, focusing on wealth preservation and growth through diversified global asset allocation

Sumeru Equity Partnerssumeruequity.com

Technology-focused private equity firm investing in mid-market software, technology enabled services, and hardware companies with a flexible approach to deal types and investment structures

Standard Companiesstandard-companies.com

Full-service investment and asset management firm with divisions in real estate, finance, energy, and insurance, focused on strategic opportunities and risk management

CrossWork Midas Pre-IPO Fund, LLCcrosswork.us

Focused on venture capital investments in pre-IPO companies with a track record of high returns for investors from top tech and financial firms

Sequoia Global Equitiessequoiacap.com

A public/private crossover firm focusing on long-term investments in global technology, media, and telecommunications companies, spanning late-stage private to public markets

Cherng Family Trustcherngfamilytrust.com

A multi-generational family office and investment firm focusing on direct private equity, fund investments, real estate portfolio management, and charitable efforts

Quiet Capitalquiet.com

The company invests early in technology businesses to generate long-term value and support their growth and success

Evergreen Capitalevergreencap.com

An investment management firm specializing in quality investing across public and private markets

Analytic Investorsaninvestor.com

A leading investment management firm serving corporations, public funds, and institutional clients with innovative quantitative strategies and sophisticated portfolio management

Sweetwater Private Equitysweetwaterpe.com

Specializing in direct investments in private markets, including venture capital, growth equity, and real estate, with a focus on sophisticated clients

Seidler Equity Partnerssepfunds.com

Private investment firm founded in 1992, providing long-term equity capital to middle-market family-owned businesses in partnership with owners and management teams

Progress Investment Management Companyprogressinvestment.com

A pioneer and leading manager of diverse and emerging managers, offering customized multi-manager investment strategies in public market equity, fixed income, and hedge funds

Nexus Capital Managementnexuslp.com

Opportunistic debt and equity investments in various industries, with a focus on partnering with leading companies and management teams for long-term returns

SSI Investment Managementssi-invest.com

An institutional asset management firm founded in 1973, specializing in Convertible Securities and delivering competitive returns with risk mitigation through sophisticated techniques

Hedonovahedonova.io

Global fund investing in modern asset classes such as equipment finance, art, real estate, and music royalties, managing $400 million in assets for worldwide investors

Passport Capital, LLCpassportcapital.com

A San Francisco based investment firm founded in 2000, specializing in global investment strategies

USCF Investmentsuscfinvestments.com

An asset management firm offering exchange-traded products (ETP) and exchange-traded funds (ETF), operating on the leading edge of product innovation

SkyKnight Capitalskyknightcapital.com

Private equity firm investing in market-leading businesses in acyclical growth sectors with exceptional management teams, fostering long-term relationships based on partnership and integrity

Varsity Healthcare Partnersvarsityhealthcarepartners.com

Lower middle-market private equity firm focused on building leading healthcare services companies through strategic partnerships, organic growth, and acquisitions

Sonen Capital LLCsonencapital.com

Impact investment management firm dedicated to mobilizing capital to address global challenges through financially competitive solutions with meaningful impact

Seafarer Capital Partnersseafarerfunds.com

An investment adviser focused on emerging markets, offering portfolios for sustainable growth and wealth building through a bottom-up, fundamental investment approach

GlobeFlex Capitalglobeflex.com

Independent institutional investment manager specializing in US, international, and emerging market equity Committed to superior investment management services, client focus, and constant innovation

Alpha Cubed Investments, LLCAlphaCubedInvestments.com

An SEC-registered investment advisory firm offering income, balanced, and growth portfolios, as well as custom portfolios using individual stocks, bonds, and ETFs

Main Street Researchms-research.com

Registered Investment Advisor offering wealth management and global investment strategy to individuals, families, and foundations since 1993 Active Risk Management for long-term performance

Welton Investment Partnerswelton.com

Established alternative asset manager creating better investor outcomes through non-correlated investment strategies applied across major liquid markets Important disclosures: https://wwwweltoncom/privacy/

Fellows Fundfellowsfundvc.com

Community of C-level experts and researchers collaboratively vet, acquire, and commercialize early-stage AI technology ventures with innovative approaches.

Osborne Partners Capital Management, LLCosbornepartners.com

An 85-year-old firm offering investment management and financial planning services for families and institutions with in-house portfolio management and dedicated wealth counselors

Lateral Investment Managementlateralim.com

Private equity firm investing in founder-owned companies at inflection points, specializing in technology and B2B software, with a collaborative approach for growth and value creation

MS&AD Venturesmsad.vc

Early stage venture fund investing in technology companies specializing in Fintech, InsurTech, AI, IoT, Big Data, and Cybersecurity.

CFG Wealth Managementcfgwmt.com

Providing quality financial services with a focus on personalized attention, professionalism, and integrity to help clients reach their retirement goals

Sacramento Angelssacangels.com

Supporting entrepreneurs and startups in their journey to make the world better, create jobs, and drive innovation through early stage capital investment

Strategic Global Advisors, LLCsgadvisors.com

An independent institutional asset management firm specializing in global equity investing, integrating systematic and traditional analysis to achieve consistent performance for clients

FoundersX Venturesfoundersxventures.com

A cross-stage venture capital firm specializing in investing in deep tech companies in biotech, digital healthcare, SaaS, Fintech, Foodtech, and global supply chain

Pacific Oak Capital Advisorspacificoakcapitaladvisors.com

An alternative investment firm led by experienced executives, offering real estate investment opportunities to financial advisors, institutions, and investors globally

Nipun Capital, L.P.nipuncapital.com

Asia and Emerging Markets focused asset management firm offering institutional caliber equity investment strategies with a focus on alpha extraction and disciplined risk management

Panacea Capitalpanaceacapital.com

A global life sciences venture capital firm incubating early-stage companies with breakthrough technologies to address unmet medical needs and enhance global quality of life

ERA Partners LLCerapartners.com

Infrastructure asset manager specializing in North American lower middle market, transforming family-controlled businesses into institutional-grade enterprises through value-add strategies Built 16 platforms

Variouswellfound.com

The company specializes in providing funding for startups in their early stages of development

Adventure Fundadventure.fund

The company invests in early-stage founders and late-stage disruptors, emphasizing the journey as much as the plan, to support entrepreneurial teams

Think Investmentsthinkinvestments.com

Global investment firm based in San Francisco, specializing in technology-led early stage businesses, with a focus on creative research and high return on invested capital

EAM Investors, LLCeaminvestors.com

Investment management firm specializing in delivering alpha through global equity markets using Informed Momentum approach for stock selection and risk management

Tano Capitalgreg2936.wixsite.com

Alternative asset management firm focused on global hard assets and investments in India and China for domestic consumption growth Founded in 2004

Sylebra Capitalsylebra.com

Global investment manager specializing in SMID cap technology, media, and telecommunications companies, focused on unlocking value through alpha-driven portfolios for sophisticated institutions

Seven Post Investment Office LPsevenpost.com

Providing customized wealth management services for clients with significant assets, focusing on risk management, long-term investment results, and comprehensive financial planning

Pacific Income Adviserspacificincome.com

Established in 1986, this employee-owned investment advisory firm specializes in managing traditional fixed income strategies for institutional and private clients worldwide, focusing on risk-adjusted returns

WHV Investments, Inc.sheltoncap.com

WHV Investments is a multi-boutique asset manager offering diverse equity investment strategies to deliver superior returns for institutional and individual clients worldwide

Atar Capitalatarcapital.com

A global investment firm with over 75 years of experience investing in businesses that create positive impact worldwide through private equity transactions

Hyla Fund Managementhylafunds.com

California-based manager of digital assets and blockchain funds of funds, delivering diversified investment options in a volatile asset class with award-winning performance

Safeguard Investment Advisory Groupsafeguardinvestment.com

Dedicated team offering personalized investment solutions including portfolio management, financial planning, wealth management, and retirement planning to help clients achieve their financial goals