STEPSTONE GROUP LP
La Jolla, CA
AUM
$95.63B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
193 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
858-558-9700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, LA JOLLA
15 advisers found
BRANDES INVESTMENT PARTNERS, LP
La Jolla, CA
AUM
$40.65B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
35 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
858-755-0239
STEPSTONE GROUP REAL ASSETS LP
La Jolla, CA
AUM
$33.10B
Wealth MgmtRetirementInstitutional
Team
75 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
858-558-9700
STEPSTONE GROUP REAL ESTATE LP
La Jolla, CA
AUM
$16.36B
Wealth MgmtRetirementInstitutional
Team
79 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
858-558-9700
ALPHACORE CAPITAL LLC
La Jolla, CA
AUM
$9.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
69 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
858-875-4100
TORREYANA CAPITAL
La Jolla, CA
AUM
$837.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
6198377996
FRONTIER GLOBAL PARTNERS LLC
La Jolla, CA
AUM
$713.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-456-1440
JET WEALTH ADVISORS
La Jolla, CA
AUM
$546.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM
858-457-1003
SYRIOS WEALTH MANAGEMENT GROUP
La Jolla, CA
AUM
$424.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
858-333-6151
CASTLE COAST WEALTH, LLC
La Jolla, CA
AUM
$423.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(858) 546-1247
NAUTILUS ADVISORS LLC
La Jolla, CA
AUM
$304.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
619-573-4590
SAGE STONE WEALTH MANAGEMENT LLC
La Jolla, CA
AUM
$261.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
858-412-6404
MUNDOVAL CAPITAL MANAGEMENT, INC.
La Jolla, CA
AUM
$91.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
858-454-4837
GROW FUNDS LLC
La Jolla, CA
AUM
$86.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
619-717-8009
PACIFIC SPIRIT INVESTMENTS LP
La Jolla, CA
AUM
$19.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
1-858-775-9770