OCEAN PARK ASSET MANAGEMENT, LLC
Santa Monica, CA
AUM
$3.94B
Wealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
—
Fees
Percentage of AUM
310-452-1887
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5,002 advisers found
CROSSLINK CAPITAL, INC.
Menlo Park, CA
AUM
$3.91B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-617-1800
NEWVIEW CAPITAL MANAGEMENT, LLC
Burlingame, CA
AUM
$3.86B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-416-1590
RIMROCK CAPITAL MANAGEMENT LLC
Irvine, CA
AUM
$3.85B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-381-7800
TREE LINE CAPITAL PARTNERS, LLC
San Francisco, CA
AUM
$3.85B
Wealth MgmtInstitutional
Team
20 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-795-7575
VALIANT CAPITAL MANAGEMENT, L.P.
San Francisco, CA
AUM
$3.83B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; SEE SCHEDULE D, MISCELLANEOUS
415-659-7201
LUMINATE CAPITAL PARTNERS
San Francisco, CA
AUM
$3.82B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-278-1506
KINGSWOOD WEALTH ADVISORS, LLC
San Diego, CA
AUM
$3.80B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
76 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-535-6981
NEOS PARTNERS, LP
San Diego, CA
AUM
$3.77B
Wealth Mgmt
Team
23 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-727-9690
VECTOR CAPITAL MANAGEMENT, L.P.
San Francisco, CA
AUM
$3.75B
Wealth Mgmt
Team
32 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-293-5000
KINGSWOOD CAPITAL MANAGEMENT, L.P.
Los Angeles, CA
AUM
$3.75B
Wealth Mgmt
Team
26 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-200-6600
AVANATH CAPITAL MANAGEMENT, LLC
Irvine, CA
AUM
$3.75B
Wealth Mgmt
Team
35 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-269-4700
CFT CAPITAL MANAGEMENT, LLC
Los Angeles, CA
AUM
$3.75B
Wealth MgmtInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
3109808840
MERK INVESTMENTS LLC
Palo Alto, CA
AUM
$3.71B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
650-323-4341
RESOURCE CAPITAL INVESTMENT CORPORATION
Carlsbad, CA
AUM
$3.71B
Wealth Mgmt
Team
4 employees
Clients
0
Fees
Percentage of AUM; Performance-based fees
760-444-5254
MOZAIC, LLC
Beverly Hills, CA
AUM
$3.64B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
310-247-9657
CAMBRIA INVESTMENT MANAGEMENT, L.P.
Manhattan Beach, CA
AUM
$3.58B
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
310-683-5500
SIGFIG WEALTH MANAGEMENT LLC
San Francisco, CA
AUM
$3.58B
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
855-974-4344
ABACUS WEALTH PARTNERS
Santa Monica, CA
AUM
$3.58B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
37 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
888-422-2287
MAIN POST PARTNERS
San Francisco, CA
AUM
$3.47B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415/398-0770
MORTON WEALTH
Calabasas, CA
AUM
$3.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
818-222-4727
TRIBE CAPITAL
San Mateo, CA
AUM
$3.44B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(707) 653-5302
DRAGONFLY DIGITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$3.44B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-795-8868
ECOR1 CAPITAL, LLC
San Francisco, CA
AUM
$3.42B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-754-3517