Top 100 Investment Management Startups And Companies in California

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 100 Investment Management Startups And Companies in California ranked based on company size, client reviews, services, and awards.

Investment Management Startups And Companies in California

1. Capital Group

Industry: Investment Management

Location: California

Website: thecapitalgroup.com

Company Founded: 1931

Company Size: 5001-10000

Company Address: 333 South Hope Street, Los Angeles, California, United States

Capital Group Contact Details

Name Title LinkedIn Phone Email
Patricia Janco-tupper Senior Vice President And Private Wealth Advisor
Michael Lear Investment Counselor
Alice Davison Vice President Global Business Services And Human Resources
Jameel Jiwani Regional Vice President, Offshore Sales
Clarke Camper Evp, Head Of Global Government Relations
Gadi Slade Vehicle Portfolio Manager
Lekesha Dawson Client Service Representative
Requires/Intent and 620 more Employees
E-commerce Integration
Public Relations
and more

2. Pimco

Industry: Investment Management

Location: California

Website: pimco.com

Company Founded: 1971

Company Size: 1001-5000

Company Address: 650 Newport Center Drive, Newport Beach, California, United States

Pimco Contact Details

Name Title LinkedIn Phone Email
Russ Johnson Technology Talent Acquisition Specialist
Jennifer Rapoza Senior Talent Acquisition Consultant
Yacov Arnopolin Senior Portfolio Manager - Emerging Markets Debt
Aimee Smith Senior Vice President, Account Manager
Eric Sutherland President Pimco Investments
Anant Patel Portfolio Associate
Rick Pagnani Executive Vice President, Head Of Ils Business
Requires/Intent and 186 more Employees
High-Frequency Trading Solutions
Financial Due Diligence
and more

3. Ares Management

Industry: Investment Management

Location: California

Website: aresmgmt.com

Company Founded: 1997

Company Size: 1001-5000

Company Address: 2000 Avenue Of The Stars, Los Angeles, California, United States

Ares Management Contact Details

Name Title LinkedIn Phone Email
Moshe Bajnon Managing Director, Head Of The Private Wealth Group
Doug Weeks Principal-corporate Services, Head Of Global Travel
Andrew Holm Partner
Brian Moncrief Managing Director - Ares Management
Andrew Paik Principal
Kwabena Adu-diawuo Private Equity Analyst
Michael Kmiec Associate
Requires/Intent and 73 more Employees
Software Development
Risk Management & Compliance
Financial Due Diligence
M&A Advisory
E-commerce Integration
and more

4. Crescent Capital Group Lp

Industry: Investment Management

Location: California

Website: crescentcap.com

Company Founded: 1991

Company Size: 51-200

Company Address: 11100 Santa Monica Boulevard, Los Angeles, California, United States

Crescent Capital Group Lp Contact Details

Name Title LinkedIn Phone Email
Pete Mitchell Senior Vice President
Seth Healy Managing Director, Co-head Of Investor Relations
Jake Garmey Managing Director At Crescent Capital Group
Scott Carpenter Managing Director, Head Of Originations
Jonathan Insull Managing Director
Jonathan Marotta Managing Director
Ryan Stanley Vice President
Requires/Intent and 9 more Employees
Accounting
Global Market Trend Analysis
and more

5. Hall Capital Partners Llc

Industry: Investment Management

Location: 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

6. Oaktree Capital Management, L.p.

Industry: Investment Management

Location: California

Website: oaktreecapital.com

Company Founded: 1995

Company Size: 1001-5000

Company Address: 333 South Grand Avenue, Los Angeles, California, United States

Oaktree Capital Management, L.p. Contact Details

Name Title LinkedIn Phone Email
Francesco Giuliani Managing Director
Joseph Fergus Managing Director
Alex Raksin Senior Vice President
Juan Espinoza Managing Director
Greg Mitchell Vice President
Joseph Graham Analyst
Marc Liebman Vice President
Requires/Intent and 25 more Employees
Portfolio Management Solutions
Accounting
AI-Based Credit Risk Assessment
and more

7. Iconiq Capital

Industry: Investment Management

Location: 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

8. Hertz Investment Group

Industry: Investment Management

Location: California

Website: hertzgroup.com

Company Size: 51-200

Hertz Investment Group Contact Details

Name Title LinkedIn Phone Email
Stephanie Farnan Property Management
Kim Magness Senior Property Manager
Katie Carrillo Tenant Services Coordinator
Michael Morgan Vice President
Sara Sciara Assistant Property Manager
Shari Chaney Property Manager - Bank Of America Tower
Shari Chaney Property Manager - Bank Of America Tower
Requires/Intent and 54 more Employees
ERP Solutions
Advertising
and more

9. Western Asset Management

Industry: Investment Management

Location: California

Website: westernasset.com

Company Founded: 1971

Company Size: 501-1000

Company Address: 385 East Colorado Boulevard, Pasadena, California, United States

Western Asset Management Contact Details

Name Title LinkedIn Phone Email
Christopher Medema Quantitative Analyst - Structured Products
Sasi Nagalla Quantitative Risk Analytics - Portfolio Risk Management
Mike Van Raaphorst Head Of Us Retail And Sub-advisory Channel And New York Operations
Randy Furtado Technology Manager
Stephen Sibley Senior Portfolio Manager
Byron Shields Manager
Kim Stout Compliance Manager
Requires/Intent and 30 more Employees
Private Wealth Management
IPO Advisory
CRM Systems
Robo-Advisors & AI Trading
Automation
and more

10. Am Investments, Llc

Industry: Investment Management

Location: California

Website: amillerinvest.com

Company Size: 1-10

Company Address: 17440 Burbank Boulevard, Encino, California, United States

Am Investments, Llc Contact Details

Name Title LinkedIn Phone Email
Mary Mckee Managing Partner
Requires/Intent
FinTech Solutions For Investment Firms
Automation
CRM Systems
Institutional Asset Management
Alternative Investment Consulting
and more

11. Nephila Advisors Llc

Industry: Investment Management

Location: California

Company Founded: 2010

Company Size: 11-50

Company Address: 801 Larkspur Landing Circle, Larkspur, California, United States

Nephila Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Jaydeep Ketkar Portfolio Analyst
Adin Lara Senior Vice President Strategy And Execution
Taelor Lee Office Administrator
Emily Gadsden Business Development Analyst
Megan Koch Global Human Resources Business Partner
Mandi Little Head Of Marketing And Public Relations
Marc Stern Investor Relations
Requires/Intent and 9 more Employees
AI
Sales
Technology
Automation
IoT
and more

12. Kayne Anderson Capital Advisors, L.p.

Industry: Investment Management

Location: California

Website: kaynecapital.com

Company Founded: 1984

Company Size: 201-500

Company Address: 1800 Avenue Of The Stars, Los Angeles, California, United States

Kayne Anderson Capital Advisors, L.p. Contact Details

Name Title LinkedIn Phone Email
Ken Leonard Co-managing Partner
Ethan Schweir Vice President
Tim Davitt Managing Director
Richard Persutti Managing Director - Private Credit
Thomas Moster Associate
Robert Schaus Senior Associate
Jane Mccormack Associate - Investment Management
Requires/Intent and 8 more Employees
HR & Payroll Services
Technology
Smart Contracts For Investment
Hedge Fund Strategies
Tax Optimization For Investments
and more

13. Callan Associates

Industry: Investment Management

Location: 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

14. Truamerica Multifamily

Industry: Investment Management

Location: California

Website: truamerica.com

Company Founded: 2013

Company Size: 11-50

Company Address: 10100 Santa Monica Boulevard, Los Angeles, California, United States

Truamerica Multifamily Contact Details

Name Title LinkedIn Phone Email
Ethan Pompey Senior Director|capital Improvements| East Coast
Ethan Pompey Senior Director|capital Improvements| East Coast
Alex King Acquisitions Manager
Willy Mcclintic Acquisitions Analyst
Joey Chapin Acquisition Intern
Alec Richards Asset Manager
Alexandra Rodriguez Administrative Assistant
Requires/Intent
Financial Management
M&A Advisory
Data Security
IPO Advisory
Accounting
and more

15. Various

Industry: Investment Management

Location: California

Company Size: 1-10

Various Contact Details

Name Title LinkedIn Phone Email
Ben Colman Angel Investor, Advisor, Board Member
Marty Mccloskey Model And Actor
Gloria Kehoe Hot Air Balloon Pilot
Gloria Kehoe Hot Air Balloon Pilot
Requires/Intent
Technology
M&A Advisory
Accounting
Global Market Trend Analysis
and more

16. Douk & Co.

Industry: Investment Management

Location: California

Website: douk.co

Company Founded: 2017

Company Size: 1-10

Company Address: 1301 East Orangewood Avenue, Anaheim, California, United States

Douk & Co. Contact Details

Name Title LinkedIn Phone Email
Rob Douk Founder And Chief Executive Officer
Requires/Intent
Accounting
AI-Based Credit Risk Assessment
Cloud Hosting
HR & Payroll Services
and more

17. Doubleline Group Lp

Industry: Investment Management

Location: California

Website: doubleline.com

Company Founded: 2009

Company Size: 201-500

Company Address: 333 South Grand Avenue, Los Angeles, California, United States

Doubleline Group Lp Contact Details

Name Title LinkedIn Phone Email
Corey Clermont Product Specialist
John Hussey Regional Relationship Manager, East Coast
Nick Dalgety Regional Director - Midwest
Adam Katz Legal And Compliance
Tyler Anthony Ria Midwest Relationship Manager
Jacob Dunlap Legal Intern
Holly Testerman Receptionist
Requires/Intent
Smart Contracts For Investment
ERP Solutions
Risk Management & Compliance
ESG Investing & Impact Analysis
IoT
and more

18. Alpine Investors

Industry: Investment Management

Location: 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

19. The Voleon Group

Industry: Investment Management

Location: California

Website: voleon.com

Company Founded: 2007

Company Size: 51-200

The Voleon Group Contact Details

Name Title LinkedIn Phone Email
Marcy Davis Senior Technical Recruiter
James Kavetas Managing Director, Business Development And Investor Relations
Thomas Pumir Member Of Research Staff
Requires/Intent
Digital Marketing
Robo-Advisors & AI Trading
Investor Relations & Reporting
Legal
Smart Contracts For Investment
and more

20. Pathway Capital Management

Industry: Investment Management

Location: California

Website: pathwaycapital.com

Company Founded: 1991

Company Size: 51-200

Company Address: 18575 Jamboree Road, Irvine, California, United States

Pathway Capital Management Contact Details

Name Title LinkedIn Phone Email
Thomas Ravert Managing Director
Matt Lugar Managing Director
Will Belmont Investment Analyst
Morgan Brokaw Investment Analyst
Benjamin Pittsley Vice President
John Ruggieri Director
Francesca Youn Senior Investment Analyst
Requires/Intent and 6 more Employees
Cloud Hosting
Global Market Trend Analysis
ERP Solutions
Customer Relationship Management
Web Development
and more

21. Aspiriant

Industry: Investment Management

Location: California

Website: aspiriant.com

Company Size: 51-200

Company Address: 11100 Santa Monica Boulevard, Los Angeles, California, United States

Aspiriant Contact Details

Name Title LinkedIn Phone Email
David Muchow Director - Investment Advisory, Principal
John Petrie Managing Director - Total Wealth Management, Partner
Peter Schwartz Director - Investment Advisory, Principal
Benjamin Schmidt Director Of Mutual Funds, Chief Creative Officer Of Aspiriant Trust
Jack Mckee Systems Administrator
Dave Grecsek Managing Director And Director
Corey Mader Manager - Investment Advisory
Requires/Intent and 4 more Employees
HR & Payroll Services
Investor Relations & Reporting
and more

22. North Capital, Inc.

Industry: Investment Management

Location: 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

23. Investcloud, Inc.

Industry: Investment Management

Location: California

Website: investcloud.com

Company Founded: 2010

Company Size: 201-500

Company Address: 700 North San Vicente Boulevard, West Hollywood, California, United States

Investcloud, Inc. Contact Details

Name Title LinkedIn Phone Email
Carly Marsh Front End Web Developer
Brian Schwab Sales
Terry Booth Senior Program Manager
Daniel Dowling Integration Developer
Michael Eskarous Junior Front End Developer
Komal Dhall Integration Developer
Annie Fiss Office Manager And Ea
Requires/Intent and 4 more Employees
AI Chatbots
Public Relations
Advertising
Robo-Advisors & AI Trading
and more

24. The Tcw Group

Industry: Investment Management

Location: California

Website: tcw.com

Company Founded: 1971

Company Size: 501-1000

Company Address: 865 South Figueroa Street, Los Angeles, California, United States

The Tcw Group Contact Details

Name Title LinkedIn Phone Email
Jimmy Graham Vice President-wealth Advisor Group
Sean Jung Incoming Assistant Vice President
Pedro Cardoso Research Associate
Ben Mcarthur Associate
Matthew White Direct Lending
Christine An Vice President
Chris Quiambao Assistant Vice President
Requires/Intent and 4 more Employees
SEO
AI
CRM Systems
and more

25. Aventurine Capital Management Llc

Industry: Investment Management

Location: California

Company Size: 1-10

Aventurine Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Charla Triplett Partner, Commercial Science
David Van Wie Founder | Chief Investment Officer
Requires/Intent
Public Relations
Global Market Trend Analysis
and more

26. Varsity Healthcare Partners

Industry: Investment Management

Location: California

Website: varsityhealthcarepartners.com

Company Founded: 2012

Company Size: 11-50

Company Address: 8605 Santa Monica Boulevard, Los Angeles, California, United States

Varsity Healthcare Partners Contact Details

Name Title LinkedIn Phone Email
Kenton Rosenberry Partner
Michael Fisher Partner
Ben Moghaddam Operating Partner
Requires/Intent
Tax Optimization For Investments
Smart Contracts For Investment
Compliance & Risk Management
Cloud Solutions
and more

27. Whittier Trust Company

Industry: Investment Management

Location: California

Website: whittiertrust.com

Company Founded: 1935

Company Size: 51-200

Company Address: 1600 Huntington Drive, South Pasadena, California, United States

Whittier Trust Company Contact Details

Name Title LinkedIn Phone Email
Jay Karpen Assistant Vice President
S Victoria Kahn Senior Vice President, Nevada Regional Manager
Mathew Neben Avp, Portfolio Manager
Jennifer Smith Officer, Trust Associate
Cfirs Trail Rogers Vice President, Compliance Whittier Trust
Jacob Rodriguez Investment Associate
Angel Janos Executive Assistant To The President
Requires/Intent and 5 more Employees
Alternative Investment Consulting
High-Frequency Trading Solutions
and more

28. Fertitta Capital

Industry: Investment Management

Location: California

Website: fertittacapital.com

Company Size: 1-10

Fertitta Capital Contact Details

Name Title LinkedIn Phone Email
Michael Britt Vice President, Government Relations And Corporate Communications
Ela Hadad Director Of Operations
Requires/Intent
Robo-Advisors & AI Trading
FinTech Solutions For Investment Firms
and more

29. Jordan Park Group

Industry: Investment Management

Location: 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

30. Ascend Capital

Industry: Investment Management

Location: California

Website: ascendcapital.com

Company Founded: 1999

Company Size: 11-50

Company Address: 4 Orinda Way, Orinda, California, United States

Ascend Capital Contact Details

Name Title LinkedIn Phone Email
Brent Burcham Account Executive
A K. Jay Jaiswal Managing Member
Requires/Intent
Mobile App Development
Cloud Hosting
Web Development
and more

31. Payden & Rygel

Industry: Investment Management

Location: California

Website: payden.com

Company Founded: 1983

Company Size: 51-200

Company Address: 333 South Grand Avenue, Los Angeles, California, United States

Payden & Rygel Contact Details

Name Title LinkedIn Phone Email
Michael Treidl Portfolio Manager, Vice President
Stephanie Walker Relationship Manager
Jeff Murphy Vice President
Michael Thum Associate Analyst
Lisa Redding Vice President - Client Service
Requires/Intent
Alternative Investment Consulting
ERP Solutions
and more

32. Loring Ward

Industry: Investment Management

Location: California

Website: loringward.com

Company Founded: 1990

Company Size: 51-200

Company Address: 10 Almaden Boulevard, San Jose, California, United States

Loring Ward Contact Details

Name Title LinkedIn Phone Email
Nglcc Debra L. Morrison Fee-only Certified Financial Plannerâ Practitioner
Beau Barnett Vice-president, Regional Director
Amy Michaelson Manager
Dusty Butcher Transfer Specialist
Requires/Intent
Private Wealth Management
High-Frequency Trading Solutions
Advertising
AI-Based Credit Risk Assessment
E-commerce Integration
and more

33. Wcm Investment Management

Industry: Investment Management

Location: California

Website: wcminvest.com

Company Founded: 1976

Company Size: 51-200

Company Address: 281 Brooks Street, Laguna Beach, California, United States

Wcm Investment Management Contact Details

Name Title LinkedIn Phone Email
William Orke Portfolio Specialist
Michael Leritz Portfolio Associate
John Rackers Portfolio Manager
Monica Bullard Compliance Manager
Chad Hoffman Portfolio Manager
Song Xue Equity Research Intern
Casey Brown Research Analyst
Requires/Intent and 1 more Employees
Hedge Fund Strategies
Financial Management
AI-Powered Financial Forecasting
and more

34. Morton Capital

Industry: Investment Management

Location: California

Company Founded: 1983

Company Size: 11-50

Morton Capital Contact Details

Name Title LinkedIn Phone Email
Joel Representative Owner
Joel Morton Owner
Requires/Intent
Tax Optimization For Investments
Cybersecurity Solutions
Software Development
Technology
and more

35. Tpg Sixth Street Partners

Industry: Investment Management

Location: 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

36. Ep Wealth Advisors

Industry: Investment Management

Location: California

Website: epwealth.com

Company Founded: 2004

Company Size: 51-200

Company Address: 21515 Hawthorne Boulevard, Torrance, California, United States

Ep Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Dallin Cutler Cfp | Vice President And Partner
David Tate Vice President
James Dwyer Partner And Advisor At Ep Wealth Advisors
Patsy Nodilo Wealth Advisor
Seth Maristuen Business Applications Manager
N Rubi Limon Quinones Client Relationship Support
Ryan Kuhn Client Relationship Associate
Requires/Intent and 1 more Employees
Predictive Analytics
E-commerce Integration
IPO Advisory
and more

37. Sweetwater Capital Partners

Industry: Investment Management

Location: California

Website: sweetwatercapitalpartners.com

Company Founded: 2016

Company Size: 11-50

Company Address: 662 Encinitas Boulevard, Encinitas, California, United States

Sweetwater Capital Partners Contact Details

Name Title LinkedIn Phone Email
Toby Symonds Advisor
Requires/Intent
AI Chatbots
Portfolio Management Solutions
AI
and more

38. Matthews Asia

Industry: Investment Management

Location: 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

39. Pegasus Tech Ventures

Industry: Investment Management

Location: California

Website: pegasustechventures.com

Company Size: 51-200

Pegasus Tech Ventures Contact Details

Name Title LinkedIn Phone Email
Mark Adams Venture Partner And Senior Communications Advisor
Requires/Intent
Private Wealth Management
Sales
Alternative Investment Consulting
SEO
M&A Advisory
and more

40. Trilinc Global, Llc

Industry: Investment Management

Location: California

Website: trilincglobal.com

Company Founded: 2008

Company Size: 11-50

Company Address: 1230 Rosecrans Avenue, Manhattan Beach, California, United States

Trilinc Global, Llc Contact Details

Name Title LinkedIn Phone Email
Tom Page Director-institutional Sales And Consultant Relations
Angie Miller Vice President - Product Management
Peter Greenwood Director Of Esg And Impact
Requires/Intent
M&A Advisory
AI Chatbots
E-commerce Integration
Risk Management & Compliance
Public Relations
and more

41. 3sn Global Impact Capital

Industry: Investment Management

Location: California

Website: 3sn-global.com

Company Founded: 2020

Company Size: 1-10

3sn Global Impact Capital Contact Details

Name Title LinkedIn Phone Email
Barry Seeman Investment Manager
Requires/Intent
Tax Optimization For Investments
Cloud Hosting
AI
HR & Payroll Services
and more

42. 1sharpe Capital

Industry: Investment Management

Location: California

Website: 1sharpe.com

Company Founded: 2016

Company Size: 11-50

Company Address: 370 Highland Avenue, Oakland, California, United States

1sharpe Capital Contact Details

Name Title LinkedIn Phone Email
David Diaz Head Of Real Estate
Requires/Intent
Tax Optimization For Investments
ERP Solutions
and more

43. Sumeru Equity Partners

Industry: Investment Management

Location: California

Website: sumeruequity.com

Company Size: 11-50

Company Address: 2020 Pioneer Court, San Mateo, California, United States

Sumeru Equity Partners Contact Details

Name Title LinkedIn Phone Email
Ben Cox Operating Executive
Blake Shott Associate
Ani Tansinda Sep Fellow
Requires/Intent
Cloud Solutions
FinTech Solutions For Investment Firms
IPO Advisory
AI-Based Credit Risk Assessment
and more

44. Scharf Investments, Llc

Industry: Investment Management

Location: California

Website: scharfinvestments.com

Company Founded: 1983

Company Size: 11-50

Company Address: 5619 Scotts Valley Drive, Scotts Valley, California, United States

Scharf Investments, Llc Contact Details

Name Title LinkedIn Phone Email
Eric Lynch Managing Director, Investment Commitee
Eric Lynch Managing Director, Investment Commitee
Requires/Intent
HR & Payroll Services
SEO
M&A Advisory
and more

45. Dodge & Cox

Industry: Investment Management

Location: 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

46. Churchill Management Group

Industry: Investment Management

Location: California

Website: churchillmanagement.com

Company Founded: 1963

Company Size: 51-200

Company Address: 5900 Wilshire Boulevard, Los Angeles, California, United States

Churchill Management Group Contact Details

Name Title LinkedIn Phone Email
Ali Kavianian Vice President
Brendan Reidy Vice President
W Michael Flynn Vice President
Matt Anderson Vice President - Client Service
Bill Wilson Vice President Sales
William Adams Relationship Manager
Requires/Intent
Business Expansion
Market Research
and more

47. Aperio Group, Llc

Industry: Investment Management

Location: California

Website: aperiogroup.com

Company Founded: 1999

Company Size: 51-200

Company Address: 3 Harbor Drive, Sausalito, California, United States

Aperio Group, Llc Contact Details

Name Title LinkedIn Phone Email
Julie Enderson Senior Client Relationship Manager - Business Development
Mark Bateman Director Of Esg And Sri Research
Sujay Sahoo Software Engineer
Sujay Sahoo Software Engineer
Ewan Camal Marketing Collateral Coordinator
Yohans Mengistu Salesforce Administrator
Requires/Intent
Business Expansion
Compliance & Risk Management
Alternative Investment Consulting
and more

48. Jrw Investments

Industry: Investment Management

Location: California

Website: jrwinvestments.com

Company Founded: 2003

Company Size: 11-50

Company Address: 1055 East Colorado Boulevard, Pasadena, California, United States

Jrw Investments Contact Details

Name Title LinkedIn Phone Email
Dan Werry Registered Representative - Real Estate Investment Equity
Haleigh Parrish Human Resources Recruiter
Janet Wise Her Majesty
Elizabeth Wingler Wife
Requires/Intent
SEO
M&A Advisory
Technology
and more

49. Alpha Cubed Investments, Llc

Industry: Investment Management

Location: California

Website: alphacubedinvestments.com

Company Founded: 2011

Company Size: 11-50

Company Address: 18301 Von Karman Avenue, Irvine, California, United States

Alpha Cubed Investments, Llc Contact Details

Name Title LinkedIn Phone Email
Patrick Cleary Vice President, Investment Advisor Representative
Aifâ Patrick Cleary Vice President, Investment Advisor Representative
Requires/Intent
Alternative Investment Consulting
Private Wealth Management
SEO
and more

50. Rice Hall James & Associates, Llc

Industry: Investment Management

Location: California

Website: ricehalljames.com

Company Founded: 1974

Company Size: 11-50

Company Address: 600 West Broadway, San Diego, California, United States

Rice Hall James & Associates, Llc Contact Details

Name Title LinkedIn Phone Email
Mai Hartman Equity Analyst
Elizabeth Jones Investment Associate
Andrew Rothstein Portfolio Manager
Requires/Intent
Institutional Asset Management
Smart Contracts For Investment
and more

51. Trust Company Of The West

Industry: Investment Management

Location: California

Company Founded: 1971

Company Size: 51-200

Company Address: 865 South Figueroa Street, Los Angeles, California, United States

Trust Company Of The West Contact Details

Name Title LinkedIn Phone Email
Dipo Ashiru Senior Vice President, Legal
Rafael Cunanan Senior It Analyst
Russel Megan Manager
Beth Clarke Senior Vice President
Requires/Intent
AI-Based Credit Risk Assessment
ERP Solutions
Global Market Trend Analysis
and more

52. Aeon Capital, Llc

Industry: Investment Management

Location: California

Website: aeonfunds.com

Company Founded: 2007

Company Size: 1-10

Company Address: 233 Wilshire Boulevard, Santa Monica, California, United States

Aeon Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Rico Conte Head Of Capital Markets
Lee Bruce Manager
Requires/Intent
Compliance & Risk Management
Institutional Asset Management
Investor Relations & Reporting
Cybersecurity Solutions
and more

53. Miller Investment Management

Industry: Investment Management

Location: California

Website: millerinvestmentgroupllc.com

Company Size: 11-50

Company Address: 1 Infinite Loop, Cupertino, California, United States

Miller Investment Management Contact Details

Name Title LinkedIn Phone Email
Daniel Harnish Private Investments
Thomas Wong Portfolio Manager, Financial Advisor
Clayton Parrett Investment Professional
Linden Ferrell Insurance Representative
Louis De Naurois Private Equity Intern
Andrea White Cpa
Requires/Intent
Financial Management
Digital Asset & Cryptocurrency Investment
Digital Marketing
and more

54. Los Angeles Capital Management And Equity Research, Inc.

Industry: Investment Management

Location: California

Website: lacapm.com

Company Founded: 2002

Company Size: 51-200

Company Address: 11150 Santa Monica Boulevard, Los Angeles, California, United States

Los Angeles Capital Management And Equity Research, Inc. Contact Details

Name Title LinkedIn Phone Email
Michael Schlachter Managing Director, Senior Portfolio Manager
Redmond Xia Research Analyst Intern
Joshua Jones Compliance Analyst
Requires/Intent
Cloud Hosting
Institutional Asset Management
Technology
Market Research
Tax Optimization For Investments
and more

55. Mar Vista Investment Partners, Llc

Industry: Investment Management

Location: California

Website: marvistainvestments.com

Company Founded: 2007

Company Size: 11-50

Company Address: 11150 Santa Monica Boulevard, Los Angeles, California, United States

Mar Vista Investment Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Shawn Elliott Marketing Associate And Data Analyst
James Redington Financial Accounting Associate
James Redington Financial Accounting Associate
James Redington Financial Accounting Associate
Heather Blomgren Consultant Services Manager
Requires/Intent
Software Development
Mobile App Development
and more

56. American Healthcare Investors

Industry: Investment Management

Location: California

Website: americanhealthcareinvestors.com

Company Founded: 2011

Company Size: 51-200

Company Address: 18191 Von Karman Avenue, Irvine, California, United States

American Healthcare Investors Contact Details

Name Title LinkedIn Phone Email
Dawna Powell Vice President-asset Management
Julie Krouse Director Of Operations
Christabel Villanueva Senior Associate, Asset Management
Leticia Boochee Associate, Assest Management
Rosa Hagedorn Senior Associate
Cory Lajevardi Senior Property Accountant
Brenda Cerkoske Asset Manager
Requires/Intent
Advertising
Automation
ERP Solutions
Predictive Analytics
Financial Due Diligence
and more

57. Standard Real Estate Investments

Industry: Investment Management

Location: California

Website: standardrei.com

Company Founded: 2020

Company Size: 1-10

Standard Real Estate Investments Contact Details

Name Title LinkedIn Phone Email
Jerome Nichols Co-founder
Requires/Intent
Global Market Trend Analysis
Institutional Asset Management
and more

58. Ironwood Capital Management

Industry: Investment Management

Location: 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

59. Align Impact

Industry: Investment Management

Location: California

Website: alignimpact.com

Company Founded: 2015

Company Size: 11-50

Company Address: 429 Santa Monica Boulevard, Santa Monica, California, United States

Align Impact Contact Details

Name Title LinkedIn Phone Email
Jennifer Kenning Chief Executive Officer And Co-founder
Requires/Intent
IoT
Private Wealth Management
and more

60. Doherty & Associates

Industry: Investment Management

Location: California

Company Size: 1-10

Doherty & Associates Contact Details

Name Title LinkedIn Phone Email
Debria Doherty President And Chief Executive Officer
Chantal Marcotte Client Services
Claudia Queen Outreach Technician
Karen Halemano Recreation Therapist At Doherty And Associates
Requires/Intent
IoT
Cloud Solutions
Market Research
Web Development
Tax Optimization For Investments
and more

61. Beach Point Capital Management

Industry: Investment Management

Location: California

Website: beachpoint.capital

Company Size: 51-200

Company Address: 1620 26th Street, Santa Monica, California, United States

Beach Point Capital Management Contact Details

Name Title LinkedIn Phone Email
Ladonna Neuhaus Director Of Insurance Strategy
Lawrence Sadaka Senior Analyst
Daniel Krup Managing Director
Yvonne Li Senior Fund Accountant
Requires/Intent
Robo-Advisors & AI Trading
Customer Relationship Management
Compliance & Risk Management
Financial Management
and more

62. Rs Investments

Industry: Investment Management

Location: 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

63. Agr Partners

Industry: Investment Management

Location: California

Website: agrpartners.com

Company Founded: 2012

Company Size: 11-50

Company Address: 221 1st Street, Davis, California, United States

Agr Partners Contact Details

Name Title LinkedIn Phone Email
John Goodreds Managing Director
Christine Taylor Vice President Of Finance
Karen Whaley Vice President Of Administration
Requires/Intent
Alternative Investment Consulting
Investor Relations & Reporting
Risk Management & Compliance
ERP Solutions
Advertising
and more

64. Anthos Capital

Industry: Investment Management

Location: California

Website: anthoscapital.com

Company Founded: 2007

Company Size: 11-50

Company Address: 201 Santa Monica Boulevard, Santa Monica, California, United States

Anthos Capital Contact Details

Name Title LinkedIn Phone Email
Madeline Walsh Investor
Cameron Allen Analyst
Chip Ogar Summer Analyst
Chip Ogar Summer Analyst
Requires/Intent
Smart Contracts For Investment
Branding
Cloud Hosting
IoT
Robo-Advisors & AI Trading
and more

65. Sansome Partners

Industry: Investment Management

Location: 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

66. Afi Capital Partners

Industry: Investment Management

Location: California

Website: aficapitalpartners.com

Company Founded: 2018

Company Size: 1-10

Company Address: 1517 Lincoln Boulevard, Santa Monica, California, United States

Afi Capital Partners Contact Details

Name Title LinkedIn Phone Email
Nicolas Richardson Managing Director
Requires/Intent
Institutional Asset Management
FinTech Solutions For Investment Firms
and more

67. Einstein Investments

Industry: Investment Management

Location: California

Website: einsteininvestmentsinc.com

Company Founded: 2014

Company Size: 11-50

Einstein Investments Contact Details

Name Title LinkedIn Phone Email
Kevyn Green President
Requires/Intent
Predictive Analytics
Cybersecurity Solutions
Automation
Technology
Branding
and more

68. Pavilion Alternatives Group

Industry: Investment Management

Location: California

Company Founded: 2016

Company Size: 51-200

Company Address: 4370 Town Center Boulevard, El Dorado Hills, California, United States

Pavilion Alternatives Group Contact Details

Name Title LinkedIn Phone Email
William Griffith Research Associate
Richard Pugmire Managing Director
Dan Covich Director - Hedge Funds
Jim Treanor Head Of North America Advisory Services
Requires/Intent
Robo-Advisors & AI Trading
Legal
IPO Advisory
Digital Marketing
and more

69. H & B Investments

Industry: Investment Management

Location: California

Website: investhb.com

Company Size: 1-10

H & B Investments Contact Details

Name Title LinkedIn Phone Email
Corby Watkins President
Jones Cavanaugh Company Owner
Darey Davis Manager
Frank Jonathan Company
Helene Vlastuin Company Owner
Sinju Thomas Pt
John Matkin Infrastructure Specialist
Requires/Intent and 41 more Employees
Investor Relations & Reporting
Data Security
and more

70. Hamilton Capital

Industry: Investment Management

Location: 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

71. Scientific Capital Management

Industry: Investment Management

Location: California

Website: scientificcapital.co

Company Size: 11-50

Company Address: 4341 Station Street, Hayward, California, United States

Scientific Capital Management Contact Details

Name Title LinkedIn Phone Email
Christopher Underwood Engineer
Harry Grove Business Development
Thomas Frey Business Development
Thomas Frey Business Development
Requires/Intent
Technology
FinTech Solutions For Investment Firms
and more

72. Lido

Industry: Investment Management

Location: California

Website: lidoadvisors.com

Company Founded: 1999

Company Size: 51-200

Company Address: 1875 Century Park East, Los Angeles, California, United States

Lido Contact Details

Name Title LinkedIn Phone Email
Louis Flamino Senior Director
Alex Kob Associate Advisor, Private Client Services
Ann-marie Sandquist Vice President At Lido Advisors Llc
Nandini Mullaji Chief Strategy Officer
Dawn Clark Manager
Sina Salimi Aa
Requires/Intent
ESG Investing & Impact Analysis
Hedge Fund Strategies
AI
Risk Management & Compliance
and more

73. Light Street Capital

Industry: Investment Management

Location: California

Website: lightstreet.com

Company Founded: 2010

Company Size: 11-50

Company Address: 525 University Avenue, Palo Alto, California, United States

Light Street Capital Contact Details

Name Title LinkedIn Phone Email
George Lynch Co-head Of Business Development
Robert Wenzell Financial Controller
Requires/Intent
E-commerce Integration
High-Frequency Trading Solutions
and more

74. Brandes Investment Partners

Industry: Investment Management

Location: California

Website: brandes.com

Company Founded: 1974

Company Size: 201-500

Company Address: 11988 El Camino Real, San Diego, California, United States

Brandes Investment Partners Contact Details

Name Title LinkedIn Phone Email
Mitchell Cooper Research Associate
Stephen Comerford Associate Portfolio Manager, Analyst - Fixed Income Group
Jiea Kim Qa Analyst
Amy Minning Senior Analyst
Parker Jones Regional Manager At Brandes Investment Partners
Craig Wainscott Independent Chairman
Requires/Intent
Financial Management
Robo-Advisors & AI Trading
Customer Relationship Management
and more

75. Arc Labs

Industry: Investment Management

Location: 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

76. Serent Capital

Industry: Investment Management

Location: 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

77. Farallon Capital Management

Industry: Investment Management

Location: 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

78. Altegris

Industry: Investment Management

Location: California

Website: altegris.com

Company Founded: 2002

Company Size: 51-200

Company Address: 1200 Prospect Street, La Jolla, California, United States

Altegris Contact Details

Name Title LinkedIn Phone Email
Brendan Finn Director Of Strategic Relationships
Dawn Rowley Executive Recruiter
Requires/Intent
Financial Management
Cloud Solutions
Cybersecurity Solutions
IT Support
and more

79. Harvest Capital Strategies

Industry: Investment Management

Location: 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

80. Angeles Investment Advisors, Llc

Industry: Investment Management

Location: California

Website: angelesadvisors.com

Company Founded: 2001

Company Size: 51-200

Company Address: 429 Santa Monica Boulevard, Santa Monica, California, United States

Angeles Investment Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Michael Brower Quantitative Research Associate
Michael Brower Quantitative Research Associate
Requires/Intent
FinTech Solutions For Investment Firms
Customer Relationship Management
CRM Systems
Cloud Solutions
and more

81. Aristotle

Industry: Investment Management

Location: California

Website: aristotlecap.com

Company Size: 51-200

Company Address: 11100 Santa Monica Boulevard, Los Angeles, California, United States

Aristotle Contact Details

Name Title LinkedIn Phone Email
Will Averill Managing Director
Requires/Intent
Market Research
High-Frequency Trading Solutions
and more

82. Dash Investments

Industry: Investment Management

Location: California

Website: dashinvestments.com

Company Size: 1-10

Company Address: 21600 Oxnard Street, Woodland Hills, California, United States

Dash Investments Contact Details

Name Title LinkedIn Phone Email
Zane Vercher Vice President
J Zane Vercher Vice President
Requires/Intent
Branding
Risk Management & Compliance
and more

83. Signature Resources Capital Management, Llc

Industry: Investment Management

Location: California

Website: srcapitalmgmt.com

Company Founded: 2009

Company Size: 1-10

Company Address: 19900 Macarthur Boulevard, Irvine, California, United States

Signature Resources Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Michael Lacey Managing Director
Requires/Intent
Accounting
E-commerce Integration
Advertising
Automation
and more

84. Partner Fund Management

Industry: Investment Management

Location: 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

85. Advantage Gold

Industry: Investment Management

Location: California

Website: advantagegold.com

Company Founded: 2014

Company Size: 11-50

Company Address: 12100 Wilshire Boulevard, Los Angeles, California, United States

Advantage Gold Contact Details

Name Title LinkedIn Phone Email
Ben Stern Broker
Requires/Intent
Mobile App Development
Cloud Hosting
IPO Advisory
and more

86. Row Asset Management

Industry: Investment Management

Location: California

Website: rowam.com

Company Founded: 2010

Company Size: 11-50

Company Address: 450 Newport Center Drive, Newport Beach, California, United States

Row Asset Management Contact Details

Name Title LinkedIn Phone Email
Andy Schneider Managing Director, Global Head Of Business Development
Sam Herder Vice President, Development And Operations At Row Asset Management
Requires/Intent
Business Expansion
IT Support
and more

87. Shamrock Capital Advisors

Industry: Investment Management

Location: California

Website: shamrockcap.com

Company Founded: 1978

Company Size: 11-50

Company Address: 1100 Glendon, Los Angeles, California, United States

Shamrock Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Jason Sklar Managing Director
Lara Miller Bartender
Helen Morgan Sales
Requires/Intent
IT Support
Technology
SEO
Mobile App Development
and more

88. Aristotle Capital Management, Llc

Industry: Investment Management

Location: California

Company Size: 51-200

Company Address: 11100 Santa Monica Boulevard, Los Angeles, California, United States

Aristotle Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
James Chu Product Specialist
Brent Bowers Salesforce Architect And Developer
Requires/Intent
Alternative Investment Consulting
Compliance & Risk Management
Advertising
Public Relations
Cloud Hosting
and more

89. Thiel Capital

Industry: Investment Management

Location: California

Website: thielcapital.com

Company Size: 11-50

Company Address: 9200 Sunset Boulevard, West Hollywood, California, United States

Thiel Capital Contact Details

Name Title LinkedIn Phone Email
Blake Masters Chief Operating Officer
Requires/Intent
AI-Powered Financial Forecasting
High-Frequency Trading Solutions
IT Support
and more

90. Hip Investor

Industry: Investment Management

Location: 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

91. Marketriders

Industry: Investment Management

Location: California

Website: marketriders.com

Company Founded: 2008

Company Size: 1-10

Marketriders Contact Details

Name Title LinkedIn Phone Email
Kristopher Wallace President And Chief Executive Officer
Requires/Intent
Market Research
E-commerce Integration
Robo-Advisors & AI Trading
and more

92. Wetherby Asset Management

Industry: Investment Management

Location: 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

93. Dunham & Associates

Industry: Investment Management

Location: California

Website: dunham.com

Company Founded: 1985

Company Size: 51-200

Company Address: 10251 Vista Sorrento Parkway, San Diego, California, United States

Dunham & Associates Contact Details

Name Title LinkedIn Phone Email
Eugene Choi Regional Director
Christopher Moore Broker And Underwriter And Compliance Officer
Loren Matheson Mechanical Plumbing Engineering
Joe Witmer Cad Technician
Tony Hammock Regional Director
Ishaq Barrow Transport Logistic
Requires/Intent
Market Research
Accounting
Portfolio Management Solutions
Advertising
and more

94. Legato Capital Management Llc

Industry: Investment Management

Location: 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

95. Ami Asset Management Corp.

Industry: Investment Management

Location: California

Website: amiassetmanagement.com

Company Founded: 1996

Company Size: 11-50

Company Address: 10866 Wilshire, Los Angeles, California, United States

Ami Asset Management Corp. Contact Details

Name Title LinkedIn Phone Email
Patricia Burel Equity Analyst
Daniel Schniedwind Managing Director Of Fixed Income
Requires/Intent
Business Expansion
Cloud Hosting
AI
and more

96. Race Street Management

Industry: Investment Management

Location: California

Website: racestreet.com

Company Size: 1-10

Company Address: P/o Box 5747, Carmel, California, United States

Race Street Management Contact Details

Name Title LinkedIn Phone Email
Amanda Robinson Portfolio Manager
Requires/Intent
Hedge Fund Strategies
Cloud Solutions
and more

97. Lapis Advisers, Lp

Industry: Investment Management

Location: 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

98. Polaris Greystone Financial Group, Llc

Industry: Investment Management

Location: California

Website: polarisgreystone.com

Company Founded: 2011

Company Size: 11-50

Company Address: 824 East Street, San Rafael, California, United States

Polaris Greystone Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Tony Schirmang Director, Wealth Management
Requires/Intent
Risk Management & Compliance
Institutional Asset Management
Smart Contracts For Investment
High-Frequency Trading Solutions
and more

99. Capital Group Private Client Services

Industry: Investment Management

Location: California

Website: capitalgrouppcs.com

Company Founded: 1974

Company Size: 51-200

Company Address: 333 South Hope Street, Los Angeles, California, United States

Capital Group Private Client Services Contact Details

Name Title LinkedIn Phone Email
Corey Miller Assistant Vice President, Relationship Specialist
Paige Nelson Vice President, Senior Manager, Client Relationship Team
Requires/Intent
Automation
Investor Relations & Reporting
and more

100. New Island Capital Management, Inc.

Industry: Investment Management

Location: 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
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.

California Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Patricia Janco-tupper Capital Group Senior Vice President And Private Wealth Advisor
2 Michael Lear Capital Group Investment Counselor
3 Alice Davison Capital Group Vice President Global Business Services And Human Resources
4 Jameel Jiwani Capital Group Regional Vice President, Offshore Sales
5 Clarke Camper Capital Group Evp, Head Of Global Government Relations
6 Gadi Slade Capital Group Vehicle Portfolio Manager
7 Lekesha Dawson Capital Group Client Service Representative
8 Russ Johnson Pimco Technology Talent Acquisition Specialist
9 Jennifer Rapoza Pimco Senior Talent Acquisition Consultant
10 Yacov Arnopolin Pimco Senior Portfolio Manager - Emerging Markets Debt
11 Aimee Smith Pimco Senior Vice President, Account Manager
12 Eric Sutherland Pimco President Pimco Investments
13 Anant Patel Pimco Portfolio Associate
14 Rick Pagnani Pimco Executive Vice President, Head Of Ils Business
15 Moshe Bajnon Ares Management Managing Director, Head Of The Private Wealth Group
16 Doug Weeks Ares Management Principal-corporate Services, Head Of Global Travel
17 Andrew Holm Ares Management Partner
18 Brian Moncrief Ares Management Managing Director - Ares Management
19 Andrew Paik Ares Management Principal
20 Kwabena Adu-diawuo Ares Management Private Equity Analyst
21 Michael Kmiec Ares Management Associate
22 Pete Mitchell Crescent Capital Group Lp Senior Vice President
23 Seth Healy Crescent Capital Group Lp Managing Director, Co-head Of Investor Relations
24 Jake Garmey Crescent Capital Group Lp Managing Director At Crescent Capital Group
25 Scott Carpenter Crescent Capital Group Lp Managing Director, Head Of Originations
26 Jonathan Insull Crescent Capital Group Lp Managing Director
27 Jonathan Marotta Crescent Capital Group Lp Managing Director
28 Ryan Stanley Crescent Capital Group Lp Vice President
29 Fulian Pan Hall Capital Partners Llc Investment Operations Specialist
30 Shannon Taylor Hall Capital Partners Llc Accountant
31 Asher Noble Hall Capital Partners Llc Analyst
32 Janna Yousef Hall Capital Partners Llc Incoming Portfolio Management Analyst
33 Davis Mills Hall Capital Partners Llc Associate - Portfolio Management Group
34 Brian Devening Hall Capital Partners Llc Managing Director
35 Sheldon Sumpter Hall Capital Partners Llc Portfolio Management Analyst
36 Francesco Giuliani Oaktree Capital Management, L.p. Managing Director
37 Joseph Fergus Oaktree Capital Management, L.p. Managing Director
38 Alex Raksin Oaktree Capital Management, L.p. Senior Vice President
39 Juan Espinoza Oaktree Capital Management, L.p. Managing Director
40 Greg Mitchell Oaktree Capital Management, L.p. Vice President

Investment Management companies in different states of USA

No. Industry Number of Contacts Download
1 Investment Management Startups and Companies in Alabama 274
2 Investment Management Startups and Companies in Alaska 96
3 Investment Management Startups and Companies in Arizona 218
4 Investment Management Startups and Companies in Arkansas 52
5 Investment Management Startups and Companies in Colorado 619
6 Investment Management Startups and Companies in Connecticut 1366
7 Investment Management Startups and Companies in Delaware 72
8 Investment Management Startups and Companies in Florida 233
9 Investment Management Startups and Companies in Georgia 290
10 Investment Management Startups and Companies in Hawaii 22
11 Investment Management Startups and Companies in Idaho 103
12 Investment Management Startups and Companies in Illinois 1798
13 Investment Management Startups and Companies in Indiana 501
14 Investment Management Startups and Companies in Iowa 540
15 Investment Management Startups and Companies in Kansas 337
16 Investment Management Startups and Companies in Kentucky 99
17 Investment Management Startups and Companies in Louisiana 122
18 Investment Management Startups and Companies in Maine 65
19 Investment Management Startups and Companies in Maryland 3570
20 Investment Management Startups and Companies in Massachusetts 2397
21 Investment Management Startups and Companies in Michigan 173
22 Investment Management Startups and Companies in Minnesota 1147
23 Investment Management Startups and Companies in Mississippi 47
24 Investment Management Startups and Companies in Missouri 1181
25 Investment Management Startups and Companies in Montana 9
26 Investment Management Startups and Companies in Nebraska 48
27 Investment Management Startups and Companies in Nevada 72
28 Investment Management Startups and Companies in New Hampshire 87
29 Investment Management Startups and Companies in New Jersey 709
30 Investment Management Startups and Companies in New Mexico 47
31 Investment Management Startups and Companies in New York 4591
32 Investment Management Startups and Companies in North Carolina 164
33 Investment Management Startups and Companies in North Dakota 4
34 Investment Management Startups and Companies in Ohio 326
35 Investment Management Startups and Companies in Oklahoma 148
36 Investment Management Startups and Companies in Oregon 298
37 Investment Management Startups and Companies in Pennsylvania 617
38 Investment Management Startups and Companies in Rhode Island 36
39 Investment Management Startups and Companies in South Carolina 129
40 Investment Management Startups and Companies in South Dakota 13
41 Investment Management Startups and Companies in Tennessee 251
42 Investment Management Startups and Companies in Texas 448
43 Investment Management Startups and Companies in Utah 356
44 Investment Management Startups and Companies in Vermont 83
45 Investment Management Startups and Companies in Virginia 854
46 Investment Management Startups and Companies in Washington 317
47 Investment Management Startups and Companies in Wisconsin 621
48 Investment Management Startups and Companies in Wyoming 25
49 Investment Management Startups and Companies in District Of Columbia 314

Investment Management companies in different cities of California

No. Cities Number of Contacts Download
1 Investment Management Companies in San Francisco 6864
2 Investment Management Companies in Los Angeles 5460
3 Investment Management Companies in Irvine 1248
4 Investment Management Companies in San Diego 936