Data / Investment advisers / Serving sovereign wealth funds and foreign official institutions / California
Investment advisers in California serving sovereign wealth funds and foreign official institutions: 38 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
38 SEC registered investment advisers with a main office in California report sovereign wealth funds and foreign official institutions among their clients in Form ADV item 5.D, and together they attribute $242 billion 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 sovereign wealth funds and foreign official institutions, with AUM, phone and website. $10 of work on sign-up, no card.
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- 38Advisers
- $242 billionAUM from this client type
- 38Advisers over $100 million
- November 2, 2026File date
Advisers in California serving sovereign wealth funds and foreign official institutions
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.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Pacific Investment Management Company LLC | Newport Beach | 104 | $153.33 billion | $3.67 trillion | adviserinfo.sec.gov |
| TCW Asset Management Company LLC | Los Angeles | 22 | $21.55 billion | $81.18 billion | adviserinfo.sec.gov |
| Franklin Advisers, Inc. | San Mateo | 20 | $8.58 billion | $509.45 billion | adviserinfo.sec.gov |
| Western Asset Management Company | Pasadena | 3 | $6.89 billion | $184.99 billion | adviserinfo.sec.gov |
| Ares Management LLC | Los Angeles | Fewer than 5 | $5.73 billion | $458.82 billion | adviserinfo.sec.gov |
| Algert Global LLC | San Francisco | 3 | $5.50 billion | $10.20 billion | adviserinfo.sec.gov |
| Capital International, Inc. | Los Angeles | 5 | $5.44 billion | $64.25 billion | adviserinfo.sec.gov |
| WCM Investment Management | Laguna Beach | 3 | $5.42 billion | $96.77 billion | adviserinfo.sec.gov |
| Ares Capital Management LLC | Los Angeles | Fewer than 5 | $5.06 billion | $97.62 billion | adviserinfo.sec.gov |
| Payden & Rygel | Los Angeles | 10 | $3.37 billion | $158.23 billion | adviserinfo.sec.gov |
| Capital Research and Management Company | Los Angeles | 5 | $3.11 billion | $4.32 trillion | adviserinfo.sec.gov |
| Voleon Capital Management LP | Berkeley | Fewer than 5 | $3.11 billion | $29.38 billion | adviserinfo.sec.gov |
| Causeway Capital Management LLC | Los Angeles | Fewer than 5 | $2.91 billion | $62.24 billion | adviserinfo.sec.gov |
| Primecap Management Co | Pasadena | 1 | $2.81 billion | $139.34 billion | adviserinfo.sec.gov |
| KBS Realty Advisors, LLC | Newport Beach | 1 | $1.17 billion | $2.72 billion | adviserinfo.sec.gov |
| CS Capital Management Inc | El Segundo | Fewer than 5 | $1.09 billion | $1.09 billion | adviserinfo.sec.gov |
| Bailard, Inc. | Foster City | 1 | $982.5 million | $7.56 billion | adviserinfo.sec.gov |
| Crescent Capital Group LP | Los Angeles | 5 | $854.7 million | $49.71 billion | adviserinfo.sec.gov |
| Park Presidio Capital LLC | San Francisco | Fewer than 5 | $822 million | $1.65 billion | adviserinfo.sec.gov |
| First Turn Management, LLC | Solana Beach | 1 | $807 million | $900.1 million | adviserinfo.sec.gov |
| Altimeter Capital Management, LP | Menlo Park | 1 | $716.1 million | $18.75 billion | adviserinfo.sec.gov |
| Kayne Anderson Rudnick Investment Management, LLC | Los Angeles | 1 | $485 million | $39.36 billion | adviserinfo.sec.gov |
| Gavilan Investment Partners LLC | Burlingame | 1 | $447.9 million | $514.7 million | adviserinfo.sec.gov |
| Parnassus Investments, LLC | San Francisco | 1 | $431 million | $41.09 billion | adviserinfo.sec.gov |
| Cypress Point Investment Management LP | Mill Valley | 1 | $396 million | $512.4 million | adviserinfo.sec.gov |
| Metropolitan West Asset Management LLC | Los Angeles | 2 | $287.1 million | $78.52 billion | adviserinfo.sec.gov |
| Oaktree Capital Management, L.P. | Los Angeles | 1 | $283.1 million | $183.29 billion | adviserinfo.sec.gov |
| Dalton Investments, Inc. | El Segundo | 1 | $238.8 million | $5.72 billion | adviserinfo.sec.gov |
| Pacific Income Advisers Inc | El Segundo | 91 | $128.5 million | $2.25 billion | adviserinfo.sec.gov |
| Aristotle Capital Management, LLC | Los Angeles | 12 | $102.1 million | $43.54 billion | adviserinfo.sec.gov |
| Wilshire | Santa Monica | 5 | $49.2 million | $149.10 billion | adviserinfo.sec.gov |
| Denali Advisors, LLC | San Diego | 1 | $19 million | $1.39 billion | adviserinfo.sec.gov |
| Ignite Planners LLC | San Clemente | Fewer than 5 | $14.3 million | $1.14 billion | adviserinfo.sec.gov |
| Beach Point Capital Management LP | Santa Monica | Fewer than 5 | $1.4 million | $29.77 billion | adviserinfo.sec.gov |
| TCW Investment Management Company LLC | Los Angeles | 1 | $1.3 million | $38.82 billion | adviserinfo.sec.gov |
| Stepstone Group LP | LA Jolla | 4 | Not listed | $107.82 billion | adviserinfo.sec.gov |
| Stepstone Group Real Estate LP | LA Jolla | 3 | Not listed | $17.21 billion | adviserinfo.sec.gov |
| Cliffwater LLC | Marina Del Rey | 1 | Not listed | $48.51 billion | 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.