Top 50 Investment Management Companies in San Francisco

Get contact information of Top decision makers like Founder, CEO, CFO, CMO, CTO, Marketing head, HR head, Managers and other employees along with company details in Excel or CSV file.

Get Featured and Increase Sales.

Get Featured on Businesscontacts.io premium Ad space and get exponential visibility, reach and Sales.

Get Featured

Below is the list of Top 50 Investment Management Companies in San Francisco ranked based on company size, client reviews, services, and awards.

Investment Management Companies in San Francisco

1. Hall Capital Partners Llc

Industry: Investment Management

Location: San Francisco, California

Website: hallcapital.com

Company Founded: 1994

Company Size: 51-200

Company Address: 1 Maritime Plaza, San Francisco, California, United States

Hall Capital Partners Llc Contact Details

Name Title LinkedIn Phone Email
Fulian Pan Investment Operations Specialist
Shannon Taylor Accountant
Asher Noble Analyst
Janna Yousef Incoming Portfolio Management Analyst
Davis Mills Associate - Portfolio Management Group
Brian Devening Managing Director
Sheldon Sumpter Portfolio Management Analyst
Requires/Intent and 27 more Employees
IoT
HR & Payroll Services
Cloud Solutions
Private Wealth Management
AI Chatbots
and more

2. Iconiq Capital

Industry: Investment Management

Location: San Francisco, California

Website: iconiqcapital.com

Company Founded: 2011

Company Size: 201-500

Iconiq Capital Contact Details

Name Title LinkedIn Phone Email
Nate Walkingshaw Advisory Board
Erik Rowley Technician Growth Equity Investment Team
Adar Zango Principal
Michelle Rourk Executive Assistant | Investment Strategies Group
Mahir Ahmed Financial Analyst
Roudi Pezeshkian Head Of Human Capital
Vanessa Bursztyn Financial Analyst
Requires/Intent and 3 more Employees
Tax Optimization For Investments
Advertising
Market Research
Robo-Advisors & AI Trading
and more

3. Callan Associates

Industry: Investment Management

Location: San Francisco, California

Company Founded: 1973

Company Size: 11-50

Company Address: 600 Montgomery Street, San Francisco, California, United States

Callan Associates Contact Details

Name Title LinkedIn Phone Email
Kevin Joy Senior Vice President
Janet Becker-wold Senior Vice President And Manager
Anne Heaphy Senior Vice President, Fund Sponsor Consulting
Rod Bare Senior Vice President
Jennifer Coons Assistant Vice President
Jana Steele Senior Vice President
Catherine Beard Svp, Alternatives Consuting
Requires/Intent and 5 more Employees
Tax Optimization For Investments
Compliance & Risk Management
and more

4. Alpine Investors

Industry: Investment Management

Location: San Francisco, California

Website: alpine-investors.com

Company Founded: 2001

Company Size: 51-200

Company Address: 1 California Street, San Francisco, California, United States

Alpine Investors Contact Details

Name Title LinkedIn Phone Email
Austin Monahan Operating Executive
Leeraz Zuo Investing Analyst
Ozair Ahmad Private Equity Analyst
Raj Das Investment Professional
Requires/Intent
Tax Optimization For Investments
AI Chatbots
and more

5. North Capital, Inc.

Industry: Investment Management

Location: San Francisco, California

Company Founded: 2008

Company Size: 11-50

Company Address: 315 Montgomery Street, San Francisco, California, United States

North Capital, Inc. Contact Details

Name Title LinkedIn Phone Email
James Dowd Chief Executive Officer
Requires/Intent
Hedge Fund Strategies
Market Research
Mobile App Development
and more

6. Jordan Park Group

Industry: Investment Management

Location: San Francisco, California

Website: jordan-park.com

Company Size: 51-200

Jordan Park Group Contact Details

Name Title LinkedIn Phone Email
Tim Rossier Associate, Investment Advisory
Brian Hartman Vice President, Client Advisory
Gracia Sohr Analyst
Megan Baldwin Vice President Finance
Christian Aviza Vice President, Operations
Margit Maier Associate, Office Administration
Requires/Intent
Public Relations
Tax Optimization For Investments
AI-Based Credit Risk Assessment
ESG Investing & Impact Analysis
Smart Contracts For Investment
and more

7. Tpg Sixth Street Partners

Industry: Investment Management

Location: San Francisco, California

Company Founded: 2009

Company Size: 201-500

Tpg Sixth Street Partners Contact Details

Name Title LinkedIn Phone Email
Grace Garfunkel Vice President, Tpg Sixth Street Partners
Sean Budhrani Associate
Rochelle Haw Investor
Dick Sweeney Managing Director
Requires/Intent
Institutional Asset Management
CRM Systems
and more

8. Matthews Asia

Industry: Investment Management

Location: San Francisco, California

Website: matthewsasia.com

Company Founded: 1991

Company Size: 51-200

Matthews Asia Contact Details

Name Title LinkedIn Phone Email
Chase Mazzariello Vice President, North American Institutional Business
Requires/Intent
ESG Investing & Impact Analysis
Alternative Investment Consulting
Cloud Solutions
and more

9. Dodge & Cox

Industry: Investment Management

Location: San Francisco, California

Website: dodgeandcox.com

Company Founded: 1930

Company Size: 201-500

Dodge & Cox Contact Details

Name Title LinkedIn Phone Email
Andrew Fowler Investment Professional
Adam Moessing Incoming Summer Research Associate
Britton Sorensen Investment Research Associate
Bill Taylor Quality Assurance Specialist
Bill Taylor Quality Assurance Specialist
Don Gray Supply Technician
Richard Moler Analyst
Requires/Intent and 7 more Employees
Risk Management & Compliance
Branding
and more

10. Ironwood Capital Management

Industry: Investment Management

Location: San Francisco, California

Website: ironwoodpartners.com

Company Founded: 1996

Company Size: 11-50

Company Address: 1 Market Plaza, San Francisco, California, United States

Ironwood Capital Management Contact Details

Name Title LinkedIn Phone Email
Martin Hermens Senior Vice President, Investor Relations
Casey Zboralske Associate Vice President
Marje Kirilenko Senior Associate, Investor Relations
Requires/Intent
FinTech Solutions For Investment Firms
Portfolio Management Solutions
Alternative Investment Consulting
Private Wealth Management
and more

11. Rs Investments

Industry: Investment Management

Location: San Francisco, California

Website: rsinvestments.com

Company Founded: 1986

Company Size: 51-200

Company Address: 1 Bush Street, San Francisco, California, United States

Rs Investments Contact Details

Name Title LinkedIn Phone Email
Christopher Vazquez General Manager - Hillside Crossing Hotel And Extended Stay
Richard Schilffarth Managing Director
Tom Walter It Security Manager
César Bracho Assistant Portfolio Manager
Alexandria Lusk Talent Acquisition Manager
Tomas Rosado Manager
Adrian Castaneda Maintenance Supervisor
Requires/Intent and 6 more Employees
E-commerce Integration
IT Support
Private Wealth Management
AI-Powered Financial Forecasting
and more

12. Sansome Partners

Industry: Investment Management

Location: San Francisco, California

Website: sansome.com

Company Size: 11-50

Sansome Partners Contact Details

Name Title LinkedIn Phone Email
Jack Chorowsky Operating Partner
David Schor Partner
Requires/Intent
Digital Marketing
SEO
Sales
CRM Systems
and more

13. Hamilton Capital

Industry: Investment Management

Location: San Francisco, California

Website: hamiltoncapital.co

Company Size: 1-10

Hamilton Capital Contact Details

Name Title LinkedIn Phone Email
Stephanie Homorody Investment Analyst
Stephanie Homorody Investment Analyst
Stephanie Homorody Investment Analyst
Requires/Intent
Tax Optimization For Investments
Technology
Web Development
Software Development
Alternative Investment Consulting
and more

14. Arc Labs

Industry: Investment Management

Location: San Francisco, California

Website: arclabs.co

Company Founded: 2018

Company Size: 1-10

Company Address: 750 Battery Street, San Francisco, California, United States

Arc Labs Contact Details

Name Title LinkedIn Phone Email
James Sagan Managing Partner
Requires/Intent
Cybersecurity Solutions
SEO
HR & Payroll Services
AI Chatbots
and more

15. Serent Capital

Industry: Investment Management

Location: San Francisco, California

Website: serentcapital.com

Company Founded: 2008

Company Size: 11-50

Serent Capital Contact Details

Name Title LinkedIn Phone Email
Devin Lindley Private Equity Associate
Jason Grusmark Controller
Requires/Intent
Software Development
M&A Advisory
Alternative Investment Consulting
Robo-Advisors & AI Trading
E-commerce Integration
and more

16. Farallon Capital Management

Industry: Investment Management

Location: San Francisco, California

Website: faralloncapital.com

Company Founded: 1986

Company Size: 201-500

Farallon Capital Management Contact Details

Name Title LinkedIn Phone Email
Morgan Kiger Human Resources Manager
Patrick Luo Data Scientist
Michael Selz Analyst At Farallon Capital Management
Requires/Intent
FinTech Solutions For Investment Firms
Advertising
Cybersecurity Solutions
and more

17. Harvest Capital Strategies

Industry: Investment Management

Location: San Francisco, California

Website: harvestcaps.com

Company Founded: 1999

Company Size: 11-50

Company Address: 600 Montgomery Street, San Francisco, California, United States

Harvest Capital Strategies Contact Details

Name Title LinkedIn Phone Email
Seth Tutlis Managing Director
Requires/Intent
Sales
AI-Based Credit Risk Assessment
SEO
Cybersecurity Solutions
and more

18. Partner Fund Management

Industry: Investment Management

Location: San Francisco, California

Company Size: 51-200

Partner Fund Management Contact Details

Name Title LinkedIn Phone Email
Santhosh Palani Biotech Analyst
Requires/Intent
Robo-Advisors & AI Trading
Financial Due Diligence
Customer Relationship Management
and more

19. Hip Investor

Industry: Investment Management

Location: San Francisco, California

Website: hipinvestor.com

Company Founded: 2006

Company Size: 11-50

Company Address: 930 Montgomery Street, San Francisco, California, United States

Hip Investor Contact Details

Name Title LinkedIn Phone Email
Lucia Pohlman Climate Finance Strategies And Solutions
Requires/Intent
E-commerce Integration
AI-Based Credit Risk Assessment
Portfolio Management Solutions
Compliance & Risk Management
Advertising
and more

20. Wetherby Asset Management

Industry: Investment Management

Location: San Francisco, California

Website: wetherby.com

Company Founded: 1990

Company Size: 51-200

Company Address: 580 California Street, San Francisco, California, United States

Wetherby Asset Management Contact Details

Name Title LinkedIn Phone Email
John Mell Wealth Manager
Brandon Smith Director Of Estate Planning
Requires/Intent
M&A Advisory
Advertising
ESG Investing & Impact Analysis
Digital Marketing
and more

21. Legato Capital Management Llc

Industry: Investment Management

Location: San Francisco, California

Website: legatocm.com

Company Founded: 2004

Company Size: 1-10

Company Address: 111 Pine Street, San Francisco, California, United States

Legato Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Eric Pollack Chief Financial Officer And Chief Compliance Officer
Requires/Intent
Cloud Hosting
Smart Contracts For Investment
and more

22. Lapis Advisers, Lp

Industry: Investment Management

Location: San Francisco, California

Website: lapisadvisers.com

Company Founded: 2009

Company Size: 1-10

Company Address: 12 Funston Avenue, San Francisco, California, United States

Lapis Advisers, Lp Contact Details

Name Title LinkedIn Phone Email
Ray Yeung Senior Investment Analyst
Cody Noll Managing Director
Requires/Intent
Mobile App Development
High-Frequency Trading Solutions
Data Security
and more

23. New Island Capital Management, Inc.

Industry: Investment Management

Location: San Francisco, California

Website: newislandcap.com

Company Founded: 2006

Company Size: 11-50

New Island Capital Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Leslie Keil Associate General Counsel
Lisa Telfair Assistant Billing Manager
Requires/Intent
Advertising
Automation
Accounting
and more

24. Spotlight Equity Partners, Llc

Industry: Investment Management

Location: San Francisco, California

Website: spotlightequity.com

Company Founded: 2012

Company Size: 1-10

Company Address: 524 Union Street, San Francisco, California, United States

Spotlight Equity Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Philip Hall Managing Partner
Justin Braun Operating Partner
Requires/Intent
Data Security
Public Relations
and more

25. Fort Point Capital Partners

Industry: Investment Management

Location: San Francisco, California

Website: fortpointcap.com

Company Founded: 2008

Company Size: 11-50

Company Address: 275 Sacramento Street, San Francisco, California, United States

Fort Point Capital Partners Contact Details

Name Title LinkedIn Phone Email
Roy Haya Head Of Derivative Solutions, Managing Director
Arnold Englander Managing Director And Chief Financial Engineer
Requires/Intent
Compliance & Risk Management
Cloud Solutions
Robo-Advisors & AI Trading
Risk Management & Compliance
and more

26. Symphony Asset Management

Industry: Investment Management

Location: San Francisco, California

Website: symphonyasset.com

Company Founded: 1994

Company Size: 51-200

Company Address: 555 California Street, San Francisco, California, United States

Symphony Asset Management Contact Details

Name Title LinkedIn Phone Email
Msds Scott Morgan Manager, Client Portfolio Analytics L Data Science L Portfolio Analysis L Project Management
Aditya Kishor Developer
Scott Caraher Portfolio Manager
Requires/Intent
AI
Automation
Digital Asset & Cryptocurrency Investment
Robo-Advisors & AI Trading
and more

27. Arcline Investment Management

Industry: Investment Management

Location: San Francisco, California

Website: arcline.com

Company Founded: 2018

Company Size: 11-50

Arcline Investment Management Contact Details

Name Title LinkedIn Phone Email
Ben Lyons Partner
Requires/Intent
Technology
Legal
Business Expansion
and more

28. Simmel Group, Inc.

Industry: Investment Management

Location: San Francisco, California

Website: simmelgroup.com

Company Founded: 2017

Company Size: 1-10

Company Address: 2 Embarcadero Center, San Francisco, California, United States

Simmel Group, Inc. Contact Details

Name Title LinkedIn Phone Email
John Casement Operations Consultant
Requires/Intent
ESG Investing & Impact Analysis
Public Relations
and more

29. Epiq Capital Group

Industry: Investment Management

Location: San Francisco, California

Website: epiqcg.com

Company Founded: 2018

Company Size: 11-50

Company Address: 1 Lombard Street, San Francisco, California, United States

Epiq Capital Group Contact Details

Name Title LinkedIn Phone Email
Mark Poelma Financial Operations Analyst
Brandon Bernard Family Fund Operations Analyst
Michael Hayes Financial Analyst
Natasha Young Analyst
Requires/Intent
AI-Based Credit Risk Assessment
Alternative Investment Consulting
and more

30. Main Management, Llc

Industry: Investment Management

Location: San Francisco, California

Website: mainmgt.com

Company Founded: 2002

Company Size: 1-10

Company Address: 601 California Street, San Francisco, California, United States

Main Management, Llc Contact Details

Name Title LinkedIn Phone Email
Jim Taylor Vice President
Jeremymeighan Meighan Chief Executive Officer At Main Management, Llc
Requires/Intent
Predictive Analytics
AI Chatbots
Digital Marketing
and more

31. Leading Edge Investment Advisors

Industry: Investment Management

Location: San Francisco, California

Website: leia.net

Company Founded: 2005

Company Size: 11-50

Company Address: 50 California Street, San Francisco, California, United States

Leading Edge Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Benny Mah Managing Director
Requires/Intent
AI-Powered Financial Forecasting
Mobile App Development
and more

32. Bay Grove

Industry: Investment Management

Location: San Francisco, California

Website: bay-grove.com

Company Founded: 2008

Company Size: 11-50

Company Address: 801 Montgomery Street, San Francisco, California, United States

Bay Grove Contact Details

Name Title LinkedIn Phone Email
Lizzy Shay Associate Capital
Smith Ann Office Manager
Requires/Intent
Private Wealth Management
Smart Contracts For Investment
Cloud Hosting
and more

33. Polychain Capital

Industry: Investment Management

Location: San Francisco, California

Website: polychain.capital

Company Founded: 2016

Company Size: 11-50

Polychain Capital Contact Details

Name Title LinkedIn Phone Email
Akilesh Potti Manager
Requires/Intent
Customer Relationship Management
AI-Based Credit Risk Assessment
Smart Contracts For Investment
Cloud Hosting
SEO
and more

34. Lateef Investment Management

Industry: Investment Management

Location: San Francisco, California

Website: lateef.com

Company Founded: 1974

Company Size: 11-50

Lateef Investment Management Contact Details

Name Title LinkedIn Phone Email
Robert Flora Director, Client Services
Requires/Intent
Predictive Analytics
Investor Relations & Reporting
Tax Optimization For Investments
Financial Management
AI-Based Credit Risk Assessment
and more

35. Heights Capital Corporation

Industry: Investment Management

Location: San Francisco, California

Website: heightscapitalbc.com

Company Founded: 2013

Company Size: 11-50

Heights Capital Corporation Contact Details

Name Title LinkedIn Phone Email
Brendan Triano Executive Board Member And Senior Analyst
Requires/Intent
Customer Relationship Management
Mobile App Development
Predictive Analytics
Private Wealth Management
AI
and more

36. Coburn Barrett

Industry: Investment Management

Location: San Francisco, California

Company Founded: 1998

Company Size: 1-10

Coburn Barrett Contact Details

Name Title LinkedIn Phone Email
Andrew Brigham Founder And Partner
Requires/Intent
Public Relations
Automation
Technology
and more

37. Skyknight Capital

Industry: Investment Management

Location: San Francisco, California

Website: skyknightcapital.com

Company Founded: 2015

Company Size: 1-10

Company Address: 1 Letterman Drive, San Francisco, California, United States

Skyknight Capital Contact Details

Name Title LinkedIn Phone Email
Jeremy Dancu Associate
Requires/Intent
Predictive Analytics
CRM Systems
and more

38. Mcmorgan & Company

Industry: Investment Management

Location: San Francisco, California

Website: mcmorgan.com

Company Founded: 1969

Company Size: 11-50

Mcmorgan & Company Contact Details

Name Title LinkedIn Phone Email
Don Palmer Partner, Consultant Relations At Mcmorgan And Company
Patrick Worley Partner
Requires/Intent
Robo-Advisors & AI Trading
Institutional Asset Management
Portfolio Management Solutions
and more

39. Quantum Capital Management

Industry: Investment Management

Location: San Francisco, California

Website: quantumcap.com

Company Founded: 1996

Company Size: 11-50

Company Address: 311 California Street, San Francisco, California, United States

Quantum Capital Management Contact Details

Name Title LinkedIn Phone Email
Chris Barr Principal And Owner
Mike Robson R And D
Dianne Hustad Chief Financial Officer
Requires/Intent
E-commerce Integration
Public Relations
Investor Relations & Reporting
and more

40. Atlas Capital Advisors Llc

Industry: Investment Management

Location: San Francisco, California

Website: atlasca.com

Company Founded: 2003

Company Size: 11-50

Company Address: 38 Keyes Avenue, San Francisco, California, United States

Atlas Capital Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Regina Dillard Senior Lease Administrator
Requires/Intent
M&A Advisory
Institutional Asset Management
Branding
Private Wealth Management
and more

41. Headlands Capital

Industry: Investment Management

Location: San Francisco, California

Website: headlandscap.com

Company Founded: 2006

Company Size: 11-50

Headlands Capital Contact Details

Name Title LinkedIn Phone Email
Brian Kim Partner
Requires/Intent
SEO
Automation
Public Relations
Digital Marketing
and more

42. Ihms Corp

Industry: Investment Management

Location: San Francisco, California

Company Size: 1-10

Company Address: 2 Townsend Street, San Francisco, California, United States

Ihms Corp Contact Details

Name Title LinkedIn Phone Email
Louise Lynch Owner, Ihms
Requires/Intent
SEO
Software Development
and more

43. Cabezon Investment Group

Industry: Investment Management

Location: San Francisco, California

Website: cabezoninvest.com

Company Size: 11-50

Company Address: 650 California, San Francisco, California, United States

Cabezon Investment Group Contact Details

Name Title LinkedIn Phone Email
Ricardo Adrogue Portfolio Manager
Requires/Intent
Cybersecurity Solutions
Alternative Investment Consulting
Robo-Advisors & AI Trading
Cloud Solutions
and more

44. Manifold Partners Llc

Industry: Investment Management

Location: San Francisco, California

Website: manifoldpartners.com

Company Size: 11-50

Manifold Partners Llc Contact Details

Name Title LinkedIn Phone Email
Mary Kelley National Sales Coordinator
Requires/Intent
Public Relations
Customer Relationship Management
Data Security
Tax Optimization For Investments
and more
Unlock verified email addresses and phone numbers of key decision-makers and organizations to drive your business forward.
Tell us your target industry, and we'll connect you with the right contacts to accelerate your growth.
Email us at david@businesscontacts.io
Copy email
and achieve your business objectives seamlessly.

San Francisco Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Fulian Pan Hall Capital Partners Llc Investment Operations Specialist
2 Shannon Taylor Hall Capital Partners Llc Accountant
3 Asher Noble Hall Capital Partners Llc Analyst
4 Janna Yousef Hall Capital Partners Llc Incoming Portfolio Management Analyst
5 Davis Mills Hall Capital Partners Llc Associate - Portfolio Management Group
6 Brian Devening Hall Capital Partners Llc Managing Director
7 Sheldon Sumpter Hall Capital Partners Llc Portfolio Management Analyst
8 Nate Walkingshaw Iconiq Capital Advisory Board
9 Erik Rowley Iconiq Capital Technician Growth Equity Investment Team
10 Adar Zango Iconiq Capital Principal
11 Michelle Rourk Iconiq Capital Executive Assistant | Investment Strategies Group
12 Mahir Ahmed Iconiq Capital Financial Analyst
13 Roudi Pezeshkian Iconiq Capital Head Of Human Capital
14 Vanessa Bursztyn Iconiq Capital Financial Analyst
15 Kevin Joy Callan Associates Senior Vice President
16 Janet Becker-wold Callan Associates Senior Vice President And Manager
17 Anne Heaphy Callan Associates Senior Vice President, Fund Sponsor Consulting
18 Rod Bare Callan Associates Senior Vice President
19 Jennifer Coons Callan Associates Assistant Vice President
20 Jana Steele Callan Associates Senior Vice President
21 Catherine Beard Callan Associates Svp, Alternatives Consuting
22 Austin Monahan Alpine Investors Operating Executive
23 Leeraz Zuo Alpine Investors Investing Analyst
24 Ozair Ahmad Alpine Investors Private Equity Analyst
25 Raj Das Alpine Investors Investment Professional
26 James Dowd North Capital, Inc. Chief Executive Officer
27 Tim Rossier Jordan Park Group Associate, Investment Advisory
28 Brian Hartman Jordan Park Group Vice President, Client Advisory
29 Gracia Sohr Jordan Park Group Analyst
30 Megan Baldwin Jordan Park Group Vice President Finance
31 Christian Aviza Jordan Park Group Vice President, Operations
32 Margit Maier Jordan Park Group Associate, Office Administration
33 Grace Garfunkel Tpg Sixth Street Partners Vice President, Tpg Sixth Street Partners
34 Sean Budhrani Tpg Sixth Street Partners Associate
35 Rochelle Haw Tpg Sixth Street Partners Investor
36 Dick Sweeney Tpg Sixth Street Partners Managing Director
37 Chase Mazzariello Matthews Asia Vice President, North American Institutional Business
38 Andrew Fowler Dodge & Cox Investment Professional
39 Adam Moessing Dodge & Cox Incoming Summer Research Associate
40 Britton Sorensen Dodge & Cox Investment Research Associate

Investment Management companies in different cities of California

No. Industry Number of Contacts Download
1 Investment Management Companies in Los Angeles 5460
2 Investment Management Companies in Irvine 1248
3 Investment Management Companies in San Diego 936