Data / Investment advisers / California / Redwood City
Investment advisers in Redwood City, CA: 16 firms, $11.2 billion in AUM
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
16 investment advisers have their main office in Redwood City, California: 8 SEC registered and 8 exempt reporting. The registered advisers report $11.2 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Dorsal Capital Management, LP with $6.6 billion.
The request: Every investment adviser in Redwood City, California with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.
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.
- 16Advisers
- 8SEC registered
- 8Exempt reporting
- $11.2 billionTotal AUM
- 8Advisers over $100 million
- 12Manage 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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Dorsal Capital Management, LP | Redwood City | $6.64 billion | 9 | 16 | 2 | (650) 610-1400 | adviserinfo.sec.gov | |
| Sr One Capital Management, LP | Redwood City | $2.44 billion | 19 | 28 | 19 | (408) 303-2673 | srone.com | adviserinfo.sec.gov |
| Ser Capital Partners Management, LP | Redwood City | $685.8 million | 13 | 11 | 13 | (415) 873-1011 | sercapitalpartners.com | adviserinfo.sec.gov |
| Wealthvalues, LLC | Redwood City | $466.5 million | 151 | 5 | Not listed | (650) 941-5530 | adviserinfo.sec.gov | |
| Griffin Black, LLC | Redwood City | $355.5 million | 698 | 9 | Not listed | (650) 368-5785 | adviserinfo.sec.gov | |
| Evart, Young & Hobbs Investment Management | Redwood City | $269.9 million | 732 | 3 | Not listed | (650) 802-0342 | eyhadvisers.com | adviserinfo.sec.gov |
| Acuta Capital Partners, LLC | Redwood City | $172.5 million | 3 | 4 | 2 | (650) 486-0508 | acutacapital.com | adviserinfo.sec.gov |
| Redwood Park Advisors | Redwood City | $170.3 million | 299 | 3 | Not listed | (866) 579-8808 | redwoodparkadvisors.com | adviserinfo.sec.gov |
| Red Tree Management, LLC | Redwood City | Not listed | Not listed | Not listed | 5 | (650) 492-7900 | adviserinfo.sec.gov | |
| Sozo Ventures | Redwood City | Not listed | Not listed | Not listed | 5 | (650) 362-3553 | sozoventures.com | adviserinfo.sec.gov |
| Westwave Capital LLC | Redwood City | Not listed | Not listed | Not listed | 5 | (415) 640-8911 | westwavecapital.com | adviserinfo.sec.gov |
| Coreline Management LLC | Redwood City | Not listed | Not listed | Not listed | 3 | (650) 223-5858 | coreline.vc | adviserinfo.sec.gov |
| VR Fund Management, L.L.C | Redwood City | Not listed | Not listed | Not listed | 2 | (650) 867-5311 | thevrfund.com | adviserinfo.sec.gov |
| Mercurius Media Capital LLC | Redwood City | Not listed | Not listed | Not listed | 1 | (650) 241-3653 | mmc.us | adviserinfo.sec.gov |
| Primetech Ventures LLC | Redwood City | Not listed | Not listed | Not listed | 1 | (650) 399-6766 | adviserinfo.sec.gov | |
| Third Moment Capital Management LP | Redwood City | Not listed | Not listed | Not listed | 1 | (415) 269-9561 | adviserinfo.sec.gov |
Advisers in Redwood City that manage private funds
12 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Sr One Capital Management, LP | Redwood City | CA | 19 | Not listed | 19 | Not listed | Not listed | $2.44 billion | $2.44 billion | adviserinfo.sec.gov |
| Ser Capital Partners Management, LP | Redwood City | CA | 13 | Not listed | 13 | Not listed | Not listed | $541.8 million | $685.8 million | adviserinfo.sec.gov |
| Red Tree Management, LLC | Redwood City | CA | 5 | Not listed | Not listed | 5 | Not listed | $399 million | Not listed | adviserinfo.sec.gov |
| Sozo Ventures | Redwood City | CA | 5 | Not listed | Not listed | 5 | Not listed | $949.7 million | Not listed | adviserinfo.sec.gov |
| Westwave Capital LLC | Redwood City | CA | 5 | Not listed | Not listed | 5 | Not listed | $117.8 million | Not listed | adviserinfo.sec.gov |
| Coreline Management LLC | Redwood City | CA | 3 | Not listed | Not listed | 3 | Not listed | $156.4 million | Not listed | adviserinfo.sec.gov |
| Dorsal Capital Management, LP | Redwood City | CA | 2 | 2 | Not listed | Not listed | Not listed | $6.19 billion | $6.64 billion | adviserinfo.sec.gov |
| Acuta Capital Partners, LLC | Redwood City | CA | 2 | 2 | Not listed | Not listed | Not listed | $172.5 million | $172.5 million | adviserinfo.sec.gov |
| VR Fund Management, L.L.C | Redwood City | CA | 2 | Not listed | Not listed | 2 | Not listed | $125 million | Not listed | adviserinfo.sec.gov |
| Mercurius Media Capital LLC | Redwood City | CA | 1 | Not listed | Not listed | 1 | Not listed | $178 million | Not listed | adviserinfo.sec.gov |
| Primetech Ventures LLC | Redwood City | CA | 1 | Not listed | Not listed | 1 | Not listed | $31.8 million | Not listed | adviserinfo.sec.gov |
| Third Moment Capital Management LP | Redwood City | CA | 1 | 1 | Not listed | Not listed | Not listed | $38.2 million | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Redwood City
1 adviser with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Acuta Capital Partners, LLC | Redwood City | CA | September 9, 2026 | $172.5 million | acutacapital.com | adviserinfo.sec.gov |
Also on SpecStream
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.