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Data / Investment advisers / Serving pooled investment vehicles / California

Investment advisers in California serving pooled investment vehicles: 757 firms

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

757 SEC registered investment advisers with a main office in California report pooled investment vehicles among their clients in Form ADV item 5.D, and together they attribute $6.1 trillion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Pacific Investment Management Company LLC.

The request: Every investment adviser in California that serves pooled investment vehicles, with AUM, 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.

  • 757Advisers
  • $6.1 trillionAUM from this client type
  • 739Advisers over $100 million
  • November 2, 2026File date

Advisers in California serving pooled investment vehicles

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. The first 300 of 757 are shown.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Pacific Investment Management Company LLCNewport Beach818$1.42 trillion$3.67 trillionadviserinfo.sec.gov
Ares Management LLCLos Angeles655$403.55 billion$458.82 billionadviserinfo.sec.gov
Capital Research and Management CompanyLos Angeles68$339.26 billion$4.32 trillionadviserinfo.sec.gov
Capital Bank and Trust CompanyIrvine63$252.36 billion$257.02 billionadviserinfo.sec.gov
Oaktree Capital Management, L.P.Los Angeles275$149.31 billion$183.29 billionadviserinfo.sec.gov
Silver Lake Technology Management, LLCMenlo Park38$117.70 billion$117.70 billionadviserinfo.sec.gov
Hellman & Friedman LLCSan Francisco45$110.42 billion$110.42 billionadviserinfo.sec.gov
Stepstone Group LPLA Jolla413$107.82 billion$107.82 billionadviserinfo.sec.gov
Andreessen HorowitzMenlo Park119$106.48 billion$106.48 billionadviserinfo.sec.gov
Vista Equity Partners Management, LLCSan Francisco128$106.02 billion$106.02 billionadviserinfo.sec.gov
Franklin Advisers, Inc.San Mateo263$98.21 billion$509.45 billionadviserinfo.sec.gov
KKR Credit Advisors (US) LLCSan Francisco167$93.19 billion$270.85 billionadviserinfo.sec.gov
Leonard Green & Partners, L.P.Los Angeles117$85.60 billion$85.60 billionadviserinfo.sec.gov
Clearlake Capital Group, L.P.Santa Monica144$83.28 billion$83.56 billionadviserinfo.sec.gov
Iconiq Capital, LLCSan Francisco353$82.65 billion$117.53 billionadviserinfo.sec.gov
Sequoia Capital Operations, LLCMenlo Park60$82.17 billion$82.17 billionadviserinfo.sec.gov
SB Investment Advisers (US) Inc.Menlo Park1$53.47 billion$53.47 billionadviserinfo.sec.gov
Farallon Capital Management, L.L.C.San Francisco66$52.00 billion$52.08 billionadviserinfo.sec.gov
Genstar CapitalSan Francisco30$51.26 billion$51.26 billionadviserinfo.sec.gov
Lightspeed Venture PartnersMenlo Park51$50.01 billion$50.01 billionadviserinfo.sec.gov
Platinum Equity Advisors, LLCBeverly Hills149$47.56 billion$47.72 billionadviserinfo.sec.gov
Francisco PartnersSan Francisco52$47.05 billion$47.05 billionadviserinfo.sec.gov
PantheonSan Francisco139$46.02 billion$87.69 billionadviserinfo.sec.gov
Pathway Capital Management, LPIrvine103$43.04 billion$97.82 billionadviserinfo.sec.gov
WilshireSanta Monica101$41.58 billion$149.10 billionadviserinfo.sec.gov
Crescent Capital Group LPLos Angeles140$40.31 billion$49.71 billionadviserinfo.sec.gov
Accel Management Co. L.L.CPalo Alto83$38.03 billion$38.03 billionadviserinfo.sec.gov
Dragoneer Investment Group, LLCSan Francisco39$37.04 billion$37.04 billionadviserinfo.sec.gov
Woodline Partners LPSan Francisco6$36.66 billion$36.66 billionadviserinfo.sec.gov
New Enterprise AssociatesMenlo Park27$35.58 billion$35.58 billionadviserinfo.sec.gov
Stepstone Group Real Assets LPLA Jolla59$34.93 billion$41.48 billionadviserinfo.sec.gov
Ares Commercial Real Estate Management LLCLos Angeles10$31.77 billion$32.48 billionadviserinfo.sec.gov
Ares Capital Management LLCLos Angeles37$31.38 billion$97.62 billionadviserinfo.sec.gov
TCW Asset Management Company LLCLos Angeles84$30.11 billion$81.18 billionadviserinfo.sec.gov
Western Asset Management CompanyPasadena48$27.64 billion$184.99 billionadviserinfo.sec.gov
Voleon Capital Management LPBerkeley22$26.27 billion$29.38 billionadviserinfo.sec.gov
Beach Point Capital Management LPSanta Monica65$25.50 billion$29.77 billionadviserinfo.sec.gov
Charles Schwab Investment Management, IncSan Francisco166$24.66 billion$1.72 trillionadviserinfo.sec.gov
Accel-KkrMenlo Park32$23.81 billion$23.81 billionadviserinfo.sec.gov
K1 Investment Management LLCManhattan Beach26$23.60 billion$23.60 billionadviserinfo.sec.gov
Makena Capital Management, LLCMenlo Park36$23.60 billion$24.28 billionadviserinfo.sec.gov
Horsley Bridge Partners LLCSan Francisco45$23.59 billion$23.61 billionadviserinfo.sec.gov
WCM Investment ManagementLaguna Beach128$22.78 billion$96.77 billionadviserinfo.sec.gov
TCVMenlo Park34$22.51 billion$22.51 billionadviserinfo.sec.gov
Prime Finance Advisor, L.P.San Francisco73$22.22 billion$22.22 billionadviserinfo.sec.gov
Pnmac Capital Management, LLCWestlake Village1$21.35 billion$21.35 billionadviserinfo.sec.gov
Stockbridge Capital Group, LLCSan Francisco22$21.19 billion$21.55 billionadviserinfo.sec.gov
Ribbit CapitalPalo Alto67$20.78 billion$20.78 billionadviserinfo.sec.gov
PCCP, LLCLos Angeles50$20.10 billion$20.10 billionadviserinfo.sec.gov
Los Angeles Capital Management LLCLos Angeles17$19.18 billion$40.58 billionadviserinfo.sec.gov
Alpine InvestorsSan Francisco16$18.91 billion$18.91 billionadviserinfo.sec.gov
GreenoaksSan Francisco59$18.27 billion$18.27 billionadviserinfo.sec.gov
Altimeter Capital Management, LPMenlo Park35$18.04 billion$18.75 billionadviserinfo.sec.gov
Patient Square Capital, LPMenlo Park30$17.51 billion$17.51 billionadviserinfo.sec.gov
Capital International, Inc.Los Angeles26$16.62 billion$64.25 billionadviserinfo.sec.gov
Freestone Grove Partners LPSan Francisco6$16.48 billion$16.48 billionadviserinfo.sec.gov
Core and Value Advisors, LLCSan Francisco14$16.19 billion$21.18 billionadviserinfo.sec.gov
Stepstone Group Real Estate LPLA Jolla61$15.88 billion$17.21 billionadviserinfo.sec.gov
Divco West Real Estate Services, LLCSan Francisco31$15.15 billion$16.30 billionadviserinfo.sec.gov
Ci Global Investments Inc.Oakland26$14.71 billion$14.74 billionadviserinfo.sec.gov
Paamco Prisma, LLCNewport Beach42$14.44 billion$14.45 billionadviserinfo.sec.gov
TSG Consumer Partners LPLarkspur18$14.26 billion$14.26 billionadviserinfo.sec.gov
Meritage Group LPSan Francisco12$14.09 billion$14.09 billionadviserinfo.sec.gov
Pinegrove Venture Partners, LLCMenlo Park68$13.72 billion$13.72 billionadviserinfo.sec.gov
STG Partners, LLCMenlo Park25$13.43 billion$13.43 billionadviserinfo.sec.gov
Parthenon Capital PartnersSan Francisco14$13.35 billion$13.35 billionadviserinfo.sec.gov
Asia Alternatives Management LLCSan Francisco158$13.24 billion$13.24 billionadviserinfo.sec.gov
Dodge & CoxSan Francisco4$11.95 billion$466.56 billionadviserinfo.sec.gov
Levine Leichtman Capital Partners, LLCBeverly Hills56$11.88 billion$11.88 billionadviserinfo.sec.gov
Paradigm Operations LPSan Francisco8$11.87 billion$11.87 billionadviserinfo.sec.gov
FTV CapitalSan Francisco18$11.86 billion$11.86 billionadviserinfo.sec.gov
137 Ventures Management, LLCSan Francisco50$11.81 billion$11.81 billionadviserinfo.sec.gov
Payden & RygelLos Angeles27$11.52 billion$158.23 billionadviserinfo.sec.gov
Valueact Capital Management, L.P.San Francisco18$11.28 billion$11.28 billionadviserinfo.sec.gov
Golden Gate CapitalSan Francisco9$11.16 billion$11.16 billionadviserinfo.sec.gov
HGGC, LLCPalo Alto26$10.84 billion$10.84 billionadviserinfo.sec.gov
Sequoia Global EquitiesMenlo Park4$10.40 billion$10.40 billionadviserinfo.sec.gov
Jericho Capital Asset Management L.P.Los Angeles7$10.11 billion$10.11 billionadviserinfo.sec.gov
Fisher Lynch Capital, LLCBurlingame12$9.52 billion$9.52 billionadviserinfo.sec.gov
Gryphon Advisors, LLCSan Francisco24$9.32 billion$9.32 billionadviserinfo.sec.gov
Situational Awareness LPSan Francisco2$9.28 billion$9.28 billionadviserinfo.sec.gov
Industry VenturesSan Francisco40$9.06 billion$9.06 billionadviserinfo.sec.gov
Marlin Equity PartnersHermosa Beach31$9.02 billion$9.02 billionadviserinfo.sec.gov
Aristotle Capital Management, LLCLos Angeles17$8.87 billion$43.54 billionadviserinfo.sec.gov
Crosspoint Capital Partners, LPMenlo Park14$8.70 billion$8.70 billionadviserinfo.sec.gov
CallanSan Francisco4$8.69 billion$41.94 billionadviserinfo.sec.gov
Generation Investment Management US LLPSan Francisco4$8.56 billion$10.54 billionadviserinfo.sec.gov
Metropolitan West Asset Management LLCLos Angeles40$8.51 billion$78.52 billionadviserinfo.sec.gov
Mesa West CapitalLos Angeles7$8.45 billion$8.70 billionadviserinfo.sec.gov
Carmel PartnersSan Francisco8$7.98 billion$7.98 billionadviserinfo.sec.gov
Fpa Real Estate Advisers Group, LLCIrvine33$7.97 billion$7.97 billionadviserinfo.sec.gov
Westbridge Capital US Advisors, LPSan Mateo7$7.86 billion$7.86 billionadviserinfo.sec.gov
Quid Capital Group Holdings, LLCSanta Monica40$7.76 billion$7.76 billionadviserinfo.sec.gov
Pacific Private Fund Advisors LLCNewport Beach25$7.60 billion$12.24 billionadviserinfo.sec.gov
Ares Capital Management II LLCLos Angeles17$7.51 billion$19.64 billionadviserinfo.sec.gov
Westcap Management, LLCSan Francisco45$7.44 billion$7.44 billionadviserinfo.sec.gov
Causeway Capital Management LLCLos Angeles25$7.41 billion$62.24 billionadviserinfo.sec.gov
Camden Asset ManagementLos Angeles14$7.36 billion$11.17 billionadviserinfo.sec.gov
Top Tier Capital Partners, LLCSan Francisco43$7.27 billion$7.27 billionadviserinfo.sec.gov
Butterfly Equity LPBeverly Hills23$7.08 billion$7.08 billionadviserinfo.sec.gov
Frazier Life Sciences Management, LPPalo Alto8$6.97 billion$6.97 billionadviserinfo.sec.gov
Shamrock Capital Advisors, LLCLos Angeles25$6.73 billion$6.73 billionadviserinfo.sec.gov
Medley Partners Management LLCSan Francisco16$6.73 billion$6.96 billionadviserinfo.sec.gov
Galvanize Climate Solutions LLCSan Francisco18$6.68 billion$6.98 billionadviserinfo.sec.gov
Turn/River Management, L.P.San Francisco20$6.59 billion$6.59 billionadviserinfo.sec.gov
Fairfield Realty Advisors LLCSan Diego15$6.20 billion$6.20 billionadviserinfo.sec.gov
Aurora Capital Partners Management VI L.P.Los Angeles13$6.18 billion$6.20 billionadviserinfo.sec.gov
Jordan Park Group LLCSan Francisco45$6.17 billion$23.26 billionadviserinfo.sec.gov
Riverwood Capital Management L.P.Menlo Park14$6.17 billion$6.17 billionadviserinfo.sec.gov
Freeman SpogliLos Angeles7$6.16 billion$6.16 billionadviserinfo.sec.gov
Vivo Capital, LLCPalo Alto16$6.10 billion$6.10 billionadviserinfo.sec.gov
TCW Investment Management Company LLCLos Angeles9$6.09 billion$38.82 billionadviserinfo.sec.gov
Parallax Volatility Advisers, L.P.San Francisco3$5.98 billion$5.98 billionadviserinfo.sec.gov
BVF Partners L.P.San Francisco5$5.98 billion$6.11 billionadviserinfo.sec.gov
Seidler Equity PartnersMarina Del Rey32$5.94 billion$5.94 billionadviserinfo.sec.gov
Sabal Investment Advisors, LLCIrvine7$5.83 billion$5.83 billionadviserinfo.sec.gov
Altos Ventures Management, Inc.Burlingame59$5.45 billion$5.45 billionadviserinfo.sec.gov
Dorsal Capital Management, LPRedwood City7$5.43 billion$6.64 billionadviserinfo.sec.gov
Quiet Capital Management, LLCSan Francisco62$5.39 billion$5.39 billionadviserinfo.sec.gov
Glendon Capital Management L.P.Santa Monica4$5.24 billion$5.24 billionadviserinfo.sec.gov
Nexus Capital Management LPLos Angeles15$5.13 billion$5.13 billionadviserinfo.sec.gov
Serent Capital Management Company, L.L.C.San Francisco13$5.11 billion$5.11 billionadviserinfo.sec.gov
Percheron CapitalSan Francisco14$5.06 billion$5.06 billionadviserinfo.sec.gov
TCG Crossover Management, LLCPalo Alto3$5.06 billion$5.06 billionadviserinfo.sec.gov
Aequim Alternative Investments LPMill Valley3$4.99 billion$8.25 billionadviserinfo.sec.gov
Empyrean Capital Partners, LPLos Angeles4$4.97 billion$4.97 billionadviserinfo.sec.gov
Hotchkis and Wiley Capital Management, LLCLos Angeles19$4.89 billion$36.93 billionadviserinfo.sec.gov
White Oak Global Advisors, LLCSan Francisco55$4.84 billion$5.11 billionadviserinfo.sec.gov
First Pacific Advisors, LPEl Segundo21$4.75 billion$32.00 billionadviserinfo.sec.gov
Syzygy Asset Management, LLCNewport Beach9$4.70 billion$32.22 billionadviserinfo.sec.gov
Redmile GroupLarkspur26$4.70 billion$4.70 billionadviserinfo.sec.gov
Route One Investment Company, L.P.San Francisco4$4.68 billion$4.68 billionadviserinfo.sec.gov
Aristotle Pacific Capital, LLCNewport Beach10$4.62 billion$26.76 billionadviserinfo.sec.gov
Hawk Ridge Capital Management LPLos Angeles5$4.53 billion$4.53 billionadviserinfo.sec.gov
SignalfireSan Francisco52$4.52 billion$4.52 billionadviserinfo.sec.gov
Halseypoint Asset ManagementEl Segundo10$4.51 billion$4.51 billionadviserinfo.sec.gov
Silver Rock Financial LPLos Angeles28$4.49 billion$5.38 billionadviserinfo.sec.gov
Skyknight Capital, L.P.Burlingame21$4.43 billion$4.43 billionadviserinfo.sec.gov
Bertram Capital Management LLCFoster City9$4.43 billion$4.43 billionadviserinfo.sec.gov
Next Legacy Management, LLCPortola Valley47$4.41 billion$4.41 billionadviserinfo.sec.gov
Post Advisory Group, LLCLos Angeles16$4.41 billion$13.03 billionadviserinfo.sec.gov
Metis Global Partners, LLCSan Diego12$4.39 billion$5.67 billionadviserinfo.sec.gov
Human CapitalSan Francisco52$4.38 billion$4.38 billionadviserinfo.sec.gov
Sci Capital Partners LPLos Angeles1$4.37 billion$4.37 billionadviserinfo.sec.gov
Think InvestmentsSan Francisco6$4.30 billion$4.30 billionadviserinfo.sec.gov
Angeles Investment AdvisorsSanta Monica17$4.25 billion$7.27 billionadviserinfo.sec.gov
Arena Capital AdvisorsLos Angeles31$4.23 billion$5.33 billionadviserinfo.sec.gov
Truelink Capital Management, LLCLos Angeles13$4.20 billion$4.20 billionadviserinfo.sec.gov
FFLSan Francisco30$4.11 billion$4.11 billionadviserinfo.sec.gov
Altamont Capital PartnersPalo Alto31$4.02 billion$4.02 billionadviserinfo.sec.gov
Brentwood Private Equity, LLCLos Angeles23$3.97 billion$3.97 billionadviserinfo.sec.gov
Pantera CapitalSan Francisco35$3.96 billion$3.96 billionadviserinfo.sec.gov
Crosslink Capital, Inc.Menlo Park33$3.91 billion$3.91 billionadviserinfo.sec.gov
Newview Capital Management, LLCBurlingame27$3.86 billion$3.86 billionadviserinfo.sec.gov
North Reef Capital Management LPLaguna Beach9$3.84 billion$4.14 billionadviserinfo.sec.gov
Luminate Capital PartnersSan Francisco12$3.82 billion$3.82 billionadviserinfo.sec.gov
Neos Partners, LPSan Diego8$3.77 billion$3.77 billionadviserinfo.sec.gov
Valiant Capital Management, L.P.San Francisco13$3.76 billion$3.83 billionadviserinfo.sec.gov
Vector Capital Management, L.P.San Francisco9$3.75 billion$3.75 billionadviserinfo.sec.gov
Kingswood Capital Management, L.P.Los Angeles16$3.75 billion$3.75 billionadviserinfo.sec.gov
Avanath Capital Management, LLCIrvine13$3.75 billion$3.75 billionadviserinfo.sec.gov
H&H International Investment, LLCPalo Alto2$3.71 billion$25.50 billionadviserinfo.sec.gov
Resource Capital Investment CorporationCarlsbad35$3.71 billion$3.71 billionadviserinfo.sec.gov
Brandes Investment Partners, LPLA Jolla27$3.70 billion$40.65 billionadviserinfo.sec.gov
Main Post PartnersSan Francisco7$3.47 billion$3.47 billionadviserinfo.sec.gov
Tribe CapitalSan Mateo90$3.44 billion$3.44 billionadviserinfo.sec.gov
Dragonfly Digital Management, LLCSan Francisco14$3.44 billion$3.44 billionadviserinfo.sec.gov
Ecor1 Capital, LLCSan Francisco5$3.42 billion$3.42 billionadviserinfo.sec.gov
Knox Lane LPSan Francisco22$3.40 billion$3.40 billionadviserinfo.sec.gov
Upfront VenturesLos Angeles25$3.38 billion$3.38 billionadviserinfo.sec.gov
Parnassus Investments, LLCSan Francisco3$3.38 billion$41.09 billionadviserinfo.sec.gov
Sumeru Equity PartnersSan Mateo9$3.37 billion$3.37 billionadviserinfo.sec.gov
Diversis Capital Management, L.P.Los Angeles15$3.37 billion$3.37 billionadviserinfo.sec.gov
Five Arrows Managers North America LLCManhattan Beach11$3.37 billion$3.37 billionadviserinfo.sec.gov
Banneker Partners LLCSan Francisco10$3.36 billion$3.36 billionadviserinfo.sec.gov
Smash Ventures Management Company LPWest Hollywood21$3.30 billion$3.30 billionadviserinfo.sec.gov
Darlington Partners Capital Management, LPGreenbrae3$3.28 billion$3.28 billionadviserinfo.sec.gov
Foresite CapitalWest Hollywood10$3.24 billion$3.24 billionadviserinfo.sec.gov
American Realty AdvisorsLos Angeles3$3.24 billion$3.24 billionadviserinfo.sec.gov
Vance Street Capital LLCLos Angeles13$3.22 billion$3.22 billionadviserinfo.sec.gov
Blackrock Fund AdvisorsSan Francisco8$3.21 billion$4.28 trillionadviserinfo.sec.gov
VMG Partners II, LLCSan Francisco28$3.17 billion$3.17 billionadviserinfo.sec.gov
Dalton Investments, Inc.El Segundo27$3.14 billion$5.72 billionadviserinfo.sec.gov
Windjammer Capital InvestorsNewport Beach9$3.10 billion$3.10 billionadviserinfo.sec.gov
Calera Capital Advisors, LPSan Francisco15$3.09 billion$3.09 billionadviserinfo.sec.gov
Emerald Lake Capital Management, L.P.Santa Monica15$3.06 billion$3.06 billionadviserinfo.sec.gov
Anthos CapitalSanta Monica10$3.04 billion$3.04 billionadviserinfo.sec.gov
Menlo EquitiesMenlo Park9$3.02 billion$4.69 billionadviserinfo.sec.gov
Pacific Avenue Capital Partners Management Company LLCManhattan Beach16$2.98 billion$2.98 billionadviserinfo.sec.gov
Sofinnova Investments, Inc.Menlo Park9$2.94 billion$5.37 billionadviserinfo.sec.gov
Northgate Capital, L.P.Danville67$2.93 billion$2.93 billionadviserinfo.sec.gov
Polychain Capital LPSan Francisco19$2.90 billion$2.90 billionadviserinfo.sec.gov
Sylebra Capital LLCPalo Alto6$2.90 billion$2.90 billionadviserinfo.sec.gov
RRG Capital Management LLCLos Angeles16$2.89 billion$2.89 billionadviserinfo.sec.gov
Rimrock Capital Management LLCIrvine16$2.86 billion$3.85 billionadviserinfo.sec.gov
Park West Asset Management LLCSan Francisco9$2.86 billion$2.86 billionadviserinfo.sec.gov
Blockchain Capital, LLCSan Francisco19$2.86 billion$2.86 billionadviserinfo.sec.gov
Pinegrove Opportunity Partners, LLCSan Francisco4$2.78 billion$2.93 billionadviserinfo.sec.gov
Tree Line Capital Partners, LLCSan Francisco14$2.77 billion$3.85 billionadviserinfo.sec.gov
Stamos Capital Partners, L.P.Menlo Park13$2.76 billion$7.64 billionadviserinfo.sec.gov
DC Global VenturesMenlo Park10$2.73 billion$2.73 billionadviserinfo.sec.gov
1sharpe Capital LLCSan Francisco7$2.70 billion$2.70 billionadviserinfo.sec.gov
Breakthrough PropertiesLos Angeles12$2.69 billion$2.69 billionadviserinfo.sec.gov
CIM Capital, LLCLos Angeles15$2.68 billion$2.68 billionadviserinfo.sec.gov
Electric Capital Partners, LLCPalo Alto29$2.66 billion$2.88 billionadviserinfo.sec.gov
TCG Capital ManagementPlaya Vista13$2.65 billion$2.65 billionadviserinfo.sec.gov
Stepstone Group Private Debt LLCLA Jolla7$2.65 billion$5.79 billionadviserinfo.sec.gov
Steadview Capital Management LLCSan Francisco12$2.64 billion$2.64 billionadviserinfo.sec.gov
Pegasus Tech Ventures, Inc.San Jose43$2.58 billion$2.58 billionadviserinfo.sec.gov
Bracket CapitalWest Hollywood51$2.57 billion$2.57 billionadviserinfo.sec.gov
Merk Investments LLCPalo Alto1$2.54 billion$2.54 billionadviserinfo.sec.gov
No Street GP LPSan Francisco6$2.51 billion$2.51 billionadviserinfo.sec.gov
Owl VenturesSan Francisco19$2.50 billion$2.50 billionadviserinfo.sec.gov
Haun Ventures Management LPMenlo Park10$2.49 billion$2.49 billionadviserinfo.sec.gov
Forge Global Advisors LLCSan Francisco122$2.46 billion$2.46 billionadviserinfo.sec.gov
Longitude Capital Management Co., LLCMenlo Park6$2.44 billion$2.44 billionadviserinfo.sec.gov
Sr One Capital Management, LPRedwood City19$2.44 billion$2.44 billionadviserinfo.sec.gov
Valeas Capital PartnersSan Francisco13$2.43 billion$2.43 billionadviserinfo.sec.gov
Gobi Capital LLCBeverly Hills7$2.39 billion$2.69 billionadviserinfo.sec.gov
Cendana CapitalSan Francisco17$2.37 billion$2.37 billionadviserinfo.sec.gov
Whitman/Peterson, LLCWestlake Village6$2.37 billion$2.37 billionadviserinfo.sec.gov
Empros Capital LLCSan Francisco21$2.34 billion$2.34 billionadviserinfo.sec.gov
Allocate Management Company, LLCPalo Alto99$2.33 billion$3.00 billionadviserinfo.sec.gov
Row Asset Management, LLCNewport Beach12$2.33 billion$2.55 billionadviserinfo.sec.gov
Revelation Capital Management, LLCSausalito7$2.32 billion$2.32 billionadviserinfo.sec.gov
Wil, LLCPalo Alto8$2.30 billion$2.30 billionadviserinfo.sec.gov
Clocktower Group, L.P.Santa Monica27$2.28 billion$2.28 billionadviserinfo.sec.gov
Chandler Asset Management IncSan Diego2$2.28 billion$45.31 billionadviserinfo.sec.gov
Algert Global LLCSan Francisco6$2.25 billion$10.20 billionadviserinfo.sec.gov
Logos Global Management, L.P.San Francisco8$2.25 billion$2.25 billionadviserinfo.sec.gov
Apc Asset Development I, LPNewport Beach6$2.25 billion$2.25 billionadviserinfo.sec.gov
Browning West LPLos Angeles8$2.24 billion$2.24 billionadviserinfo.sec.gov
Cai Manager LPMill Valley13$2.18 billion$2.18 billionadviserinfo.sec.gov
Hmi Capital Management, L.P.San Francisco3$2.15 billion$2.15 billionadviserinfo.sec.gov
Fernbridge Capital Management LPLos Angeles3$2.13 billion$2.13 billionadviserinfo.sec.gov
Ironwood Capital Management CorpSan Francisco6$2.09 billion$8.23 billionadviserinfo.sec.gov
Carrick Capital PartnersSan Francisco31$2.08 billion$2.08 billionadviserinfo.sec.gov
Zanbato Advisors LLCMountain View58$2.08 billion$2.08 billionadviserinfo.sec.gov
True Wind Capital Management, L.P.San Francisco12$2.08 billion$2.08 billionadviserinfo.sec.gov
Apc Asset Development II, LPNewport Beach6$2.06 billion$2.06 billionadviserinfo.sec.gov
Resmark Equity Partners, LLCLos Angeles18$2.03 billion$2.03 billionadviserinfo.sec.gov
TCW PT Management Company LLCLos Angeles4$2.03 billion$2.70 billionadviserinfo.sec.gov
Lane42Santa Monica3$2.01 billion$2.01 billionadviserinfo.sec.gov
Arc70 Advisers LPBurlingame8$2.00 billion$2.00 billionadviserinfo.sec.gov
Aperio Group, LLCSausalito12$1.99 billion$152.13 billionadviserinfo.sec.gov
Ocean Avenue Capital Partners, L.P.Santa Monica18$1.96 billion$1.96 billionadviserinfo.sec.gov
C.M. Capital Advisors, LLCPalo Alto2$1.96 billion$1.96 billionadviserinfo.sec.gov
Ascendant Capital Partners LPLos Angeles22$1.95 billion$1.95 billionadviserinfo.sec.gov
Soma Equity Partners, LPSan Francisco4$1.95 billion$1.95 billionadviserinfo.sec.gov
McMorgan & Company LLCSan Francisco7$1.91 billion$7.61 billionadviserinfo.sec.gov
Triguard Management LLCNewport Beach7$1.88 billion$1.88 billionadviserinfo.sec.gov
CFT Capital Management, LLCLos Angeles3$1.87 billion$3.75 billionadviserinfo.sec.gov
Varsity Healthcare PartnersLos Angeles11$1.86 billion$1.86 billionadviserinfo.sec.gov
L Squared Capital PartnersNewport Beach6$1.86 billion$2.04 billionadviserinfo.sec.gov
Igp Industries, LLCSan Francisco4$1.85 billion$1.85 billionadviserinfo.sec.gov
Snyder Capital Management LPSan Francisco3$1.84 billion$6.09 billionadviserinfo.sec.gov
Lightbay CapitalLos Angeles6$1.84 billion$1.84 billionadviserinfo.sec.gov
Tensile Capital Management LPLarkspur6$1.80 billion$1.80 billionadviserinfo.sec.gov
Monogram Capital Management, L.P.Beverly Hills27$1.79 billion$1.79 billionadviserinfo.sec.gov
Kayne Anderson Rudnick Investment Management, LLCLos Angeles17$1.79 billion$39.36 billionadviserinfo.sec.gov
Alta Park Capital, LPSan Francisco9$1.78 billion$1.78 billionadviserinfo.sec.gov
Regent PropertiesLos Angeles16$1.77 billion$1.77 billionadviserinfo.sec.gov
Main Street AdvisorsSanta Monica6$1.77 billion$9.65 billionadviserinfo.sec.gov
Canterbury Consulting IncorporatedNewport Beach14$1.77 billion$45.88 billionadviserinfo.sec.gov
Amity VenturesSan Francisco41$1.74 billion$1.74 billionadviserinfo.sec.gov
Housatonic PartnersSan Francisco13$1.71 billion$1.71 billionadviserinfo.sec.gov
KBS Capital Advisors, LLCNewport Beach1$1.70 billion$1.70 billionadviserinfo.sec.gov
Transom Capital GroupEl Segundo11$1.68 billion$1.68 billionadviserinfo.sec.gov
Founders Circle Capital, LLCCampbell26$1.67 billion$1.67 billionadviserinfo.sec.gov
Dorchester Capital Advisors, LLCLos Angeles13$1.65 billion$1.65 billionadviserinfo.sec.gov
Era Partners LLCSan Francisco14$1.65 billion$1.65 billionadviserinfo.sec.gov
Cordillera Investment Partners, L.P.San Francisco27$1.64 billion$1.64 billionadviserinfo.sec.gov
Unison Investment Management, LLCSan Francisco3$1.61 billion$1.61 billionadviserinfo.sec.gov
Berkeley Partners Management, LLCOakland3$1.60 billion$3.06 billionadviserinfo.sec.gov
Lone View CapitalLos Angeles8$1.59 billion$1.59 billionadviserinfo.sec.gov
Sentinel Dome Partners, LLCBurlingame24$1.59 billion$1.59 billionadviserinfo.sec.gov
Sunstone PartnersSan Mateo8$1.59 billion$1.59 billionadviserinfo.sec.gov
Homestead Capital USA, LLCSan Francisco6$1.58 billion$1.58 billionadviserinfo.sec.gov
Sweetwater Private EquityEncinitas14$1.58 billion$1.58 billionadviserinfo.sec.gov
Vercap Management LLCLos Angeles2$1.58 billion$1.58 billionadviserinfo.sec.gov
Light Street Capital Management, LLCPalo Alto24$1.57 billion$1.57 billionadviserinfo.sec.gov
Goodfinch Management, LLCSan Francisco15$1.56 billion$1.56 billionadviserinfo.sec.gov
Hercules Adviser LLCSan Mateo5$1.56 billion$1.56 billionadviserinfo.sec.gov
Defilade Capital Management, L.P.Emeryville3$1.55 billion$1.55 billionadviserinfo.sec.gov
Camelot Capital Partners LLCLaguna Beach3$1.54 billion$1.54 billionadviserinfo.sec.gov
Matthews International Capital Management, LLCSan Francisco14$1.53 billion$6.63 billionadviserinfo.sec.gov
Caprock Partners Management, Inc.Newport Beach13$1.52 billion$1.52 billionadviserinfo.sec.gov
Philosophy Capital Management LLCAlamo4$1.52 billion$1.66 billionadviserinfo.sec.gov
Yucaipa Master Manager, LLCLos Angeles8$1.49 billion$1.49 billionadviserinfo.sec.gov
American InfrastructureFoster City7$1.49 billion$1.70 billionadviserinfo.sec.gov
LegalistSan Francisco15$1.49 billion$1.92 billionadviserinfo.sec.gov
H. Barton Asset Management, LLCSan Francisco15$1.48 billion$1.48 billionadviserinfo.sec.gov
Globeflex Capital LPSan Diego8$1.47 billion$4.60 billionadviserinfo.sec.gov
Community Investment Management LLCSan Francisco3$1.47 billion$1.47 billionadviserinfo.sec.gov
Amip ManagementSeal Beach7$1.46 billion$1.46 billionadviserinfo.sec.gov
Buchanan Street Partners, L.P.Newport Beach22$1.46 billion$1.61 billionadviserinfo.sec.gov
Raven Credit Capital Management LLCSanta Monica7$1.45 billion$1.46 billionadviserinfo.sec.gov
Western Technology Investment (Wti)Portola Valley9$1.45 billion$2.02 billionadviserinfo.sec.gov
SLW Management CompanySan Francisco4$1.43 billion$1.43 billionadviserinfo.sec.gov
Shorecliff Asset Management Company LLCNewport Beach3$1.41 billion$1.41 billionadviserinfo.sec.gov

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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.