HOUSATONIC PARTNERS
San Francisco, CA
AUM
$1.71B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST ALLOCATIONS
(415) 955-9020
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
760 advisers found
PARK PRESIDIO CAPITAL LLC
San Francisco, CA
AUM
$1.65B
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-490-2520
ERA PARTNERS LLC
San Francisco, CA
AUM
$1.65B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-463-3965
CORDILLERA INVESTMENT PARTNERS, L.P.
San Francisco, CA
AUM
$1.64B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415.738.7944
UNISON INVESTMENT MANAGEMENT, LLC
San Francisco, CA
AUM
$1.61B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 992-4200
HOMESTEAD CAPITAL USA, LLC
San Francisco, CA
AUM
$1.58B
Wealth MgmtInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-369-9952
INTELLECTUS PARTNERS, LLC
San Francisco, CA
AUM
$1.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
415-795-7830
GOODFINCH MANAGEMENT, LLC
San Francisco, CA
AUM
$1.56B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-570-7177
H. BARTON ASSET MANAGEMENT, LLC
San Francisco, CA
AUM
$1.48B
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-231-5172
COMMUNITY INVESTMENT MANAGEMENT LLC
San Francisco, CA
AUM
$1.47B
Wealth Mgmt
Team
31 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-857-3233
SLW MANAGEMENT COMPANY
San Francisco, CA
AUM
$1.43B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-851-9870
FIN CAPITAL
San Francisco, CA
AUM
$1.35B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
415-300-0702
PERMIRA CREDIT LLC
San Francisco, CA
AUM
$1.34B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-407-9015
CHEQUERS FINANCIAL MANAGEMENT LLC
San Francisco, CA
AUM
$1.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
415-964-5001
FRAMEWORK VENTURES
San Francisco, CA
AUM
$1.28B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
516-659-3573
PFM HEALTH SCIENCES, LP
San Francisco, CA
AUM
$1.27B
Wealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-281-1000
BELVERON REAL ESTATE PARTNERS, LLC
San Francisco, CA
AUM
$1.27B
Wealth Mgmt
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-273-6800
LEGATO CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$1.26B
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-821-8585
ONE WEALTH ADVISORS, LLC
San Francisco, CA
AUM
$1.25B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(415) 729-1770
ARCHITECT CAPITAL CORP.
San Francisco, CA
AUM
$1.23B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-769-7630
MOMENT PARTNERS, LLC
San Francisco, CA
AUM
$1.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-523-6868
COTA CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$1.17B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-689-5600
JACOBS & COMPANY, LLC
San Francisco, CA
AUM
$1.16B
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
415-777-1617
ATLAS CAPITAL ADVISORS INC.
San Francisco, CA
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
415-354-2400