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Data / Investment advisers / California / Manhattan Beach

Investment advisers in Manhattan Beach, CA: 19 firms, $40.2 billion in AUM

19 investment advisers have their main office in Manhattan Beach, California: 15 SEC registered and 4 exempt reporting. The registered advisers report $40.2 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is K1 Investment Management LLC with $23.6 billion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

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  • 19Advisers
  • 15SEC registered
  • 4Exempt reporting
  • $40.2 billionTotal AUM
  • 15Advisers over $100 million
  • 8Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
K1 Investment Management LLCManhattan Beach$23.60 billion267526(800) 310-2870adviserinfo.sec.gov
Cambria Investment Management, L.P.Manhattan Beach$3.58 billion20316Not listed(310) 683-5500adviserinfo.sec.gov
Five Arrows Managers North America LLCManhattan Beach$3.37 billion111611(213) 621-3700rothschildandco.comadviserinfo.sec.gov
Monograph Wealth Advisors, LLCManhattan Beach$3.25 billion1,12520Not listed(310) 496-7377monographwealth.comadviserinfo.sec.gov
Pacific Avenue Capital Partners Management Company LLCManhattan Beach$2.98 billion204215(424) 955-6388pacificavenuecapital.comadviserinfo.sec.gov
Jeppson Wealth Management, LLCManhattan Beach$763.2 million9947Not listed(424) 456-3111jeppson-wealth.comadviserinfo.sec.gov
Ocean Path Advisors, LLCManhattan Beach$559.5 million2,1146Not listed(310) 302-7685oceanpath.comadviserinfo.sec.gov
Womack Wealth Management, Inc.Manhattan Beach$406.9 million6017Not listed(310) 684-3868womackwealthmanagement.comadviserinfo.sec.gov
Second 50 FinancialManhattan Beach$341.6 million4985Not listed(424) 260-1551adviserinfo.sec.gov
Pointone Family OfficeManhattan Beach$327.1 million2274Not listed(310) 737-2637p1fo.comadviserinfo.sec.gov
Trilinc Advisors, LLCManhattan Beach$282.8 million119Not listed(310) 997-0580trilincglobal.comadviserinfo.sec.gov
Family FinancialManhattan Beach$280.3 million4644Not listed(310) 598-8481familyfinancial.bizadviserinfo.sec.gov
Madrid Retirement AdvisorsManhattan Beach$184.2 million4902Not listed(714) 465-2537madridretirementadvisors.comadviserinfo.sec.gov
Trilinc Global Advisors, LLCManhattan Beach$181.7 million8192(310) 997-0580adviserinfo.sec.gov
Wallender, Timothy JosephManhattan Beach$137.3 million2571Not listedstrategicindex.comadviserinfo.sec.gov
B CapitalManhattan BeachNot listedNot listedNot listed19adviserinfo.sec.gov
Pier Asset Management LLCManhattan BeachNot listedNot listedNot listed3(424) 324-2950adviserinfo.sec.gov
Acies Investments Management, LLCManhattan BeachNot listedNot listedNot listed1(917) 992-1946aciesinvestments.comadviserinfo.sec.gov
Breakwall EquityManhattan BeachNot listedNot listedNot listed1(424) 501-2266breakwallequity.comadviserinfo.sec.gov

Advisers in Manhattan Beach that manage private funds

8 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
K1 Investment Management LLCManhattan BeachCA26Not listed233Not listed$24.42 billion$23.60 billionadviserinfo.sec.gov
B CapitalManhattan BeachCA19Not listedNot listed19Not listed$8.23 billionNot listedadviserinfo.sec.gov
Pacific Avenue Capital Partners Management Company LLCManhattan BeachCA15Not listed15Not listedNot listed$2.98 billion$2.98 billionadviserinfo.sec.gov
Five Arrows Managers North America LLCManhattan BeachCA11Not listedNot listedNot listedNot listed$3.22 billion$3.37 billionadviserinfo.sec.gov
Pier Asset Management LLCManhattan BeachCA32Not listedNot listedNot listed$143.7 millionNot listedadviserinfo.sec.gov
Trilinc Global Advisors, LLCManhattan BeachCA22Not listedNot listedNot listed$172.7 million$181.7 millionadviserinfo.sec.gov
Acies Investments Management, LLCManhattan BeachCA1Not listedNot listed1Not listed$46.8 millionNot listedadviserinfo.sec.gov
Breakwall EquityManhattan BeachCA1Not listed1Not listedNot listed$26.5 millionNot listedadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.