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Data / Investment advisers / Serving business development companies / California

Investment advisers in California serving business development companies: 15 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

15 SEC registered investment advisers with a main office in California report business development companies among their clients in Form ADV item 5.D, and together they attribute $83 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Ares Capital Management LLC.

The request: Every investment adviser in California that serves business development companies, with AUM, phone and website. $10 of work on sign-up, no card.

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  • 15Advisers
  • $83 billionAUM from this client type
  • 14Advisers over $100 million
  • November 2, 2026File date

Advisers in California serving business development companies

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Ares Capital Management LLCLos Angeles2$53.94 billion$97.62 billionadviserinfo.sec.gov
Oaktree Fund Advisors, LLCLos Angeles3$12.37 billion$14.10 billionadviserinfo.sec.gov
Ares Capital Management II LLCLos Angeles1$3.46 billion$19.64 billionadviserinfo.sec.gov
TCW Asset Management Company LLCLos Angeles5$3.19 billion$81.18 billionadviserinfo.sec.gov
Stepstone Group Private Debt LLCLA Jolla1$2.09 billion$5.79 billionadviserinfo.sec.gov
Crescent Cap Advisors, LLCLos Angeles1$1.81 billion$1.81 billionadviserinfo.sec.gov
Tennenbaum Capital Partners, LLCSanta Monica1$1.53 billion$3.16 billionadviserinfo.sec.gov
Triplepoint Advisers LLCMenlo Park2$1.24 billion$1.31 billionadviserinfo.sec.gov
Crescent Cap NT Advisors, LLCLos Angeles1$1.11 billion$1.11 billionadviserinfo.sec.gov
Crescent Capital Group LPLos Angeles1$1.01 billion$49.71 billionadviserinfo.sec.gov
TCW PT Management Company LLCLos Angeles1$668.4 million$2.70 billionadviserinfo.sec.gov
Western Technology Investment (Wti)Portola Valley3$568.5 million$2.02 billionadviserinfo.sec.gov
Robinhood VenturesMenlo Park1$25.5 million$717.4 millionadviserinfo.sec.gov
Fonte Financial AdvisorsCarlsbad1$1,422$158.1 millionadviserinfo.sec.gov
Firsthand Capital Management, Inc.San Jose1Not listed$58.6 millionadviserinfo.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.