Top 25 California-based Asset Management Firms
Top 25 California-based Asset Management Firms
Asset management companies play a pivotal role in shaping the financial landscape with their innovative approach towards wealth growth and risk reduction. Being an integral part of the finance industry, these companies provide bespoke solutions that cover a wide array of sectors such as equities, fixed income, and alternative investments. Comprehensive financial services, diligent risk assessment, and proficiency in wealth management are among the prominent offerings of these firms. Based in California, some of these businesses also excel in delivering cutting-edge financial technology solutions. As we walk into the future, the asset management industry promises an uptick in financial technology integration and a heightened emphasis on socially responsible investment strategies.
Top 25 asset management companies in California
1. SS&C Advent
- Website: advent.com
- Headquarters: San Francisco, California, United States
- Founded: 1983
- Headcount: 1001-5000
- Latest funding type: Acquired
SS&C Advent is a financial technology company that provides solutions and services to clients in the asset management, wealth management, and alternative investment space. With a suite of award-winning financial technology solutions, they optimize workflows and deliver financial services innovations and insights.
2. Ares Management Corporation
- Website: aresmgmt.com
- Headquarters: Los Angeles, California, United States
- Founded: 1997
- Headcount: 1001-5000
- Latest funding type: Ipo
Ares Management is a trusted and experienced investment management firm offering a range of alternative investment strategies to its clients.
3. Aristotle
- Website: aristotlecap.com
- Headquarters: Los Angeles, California, United States
- Headcount: 51-200
Aristotle Capital is an investment management organization specializing in U.S., international, and global equity portfolios, as well as high yield and investment-grade fixed income portfolios. They offer custom socially responsible investing strategies. With multiple registered investment advisors and independent investment teams, they provide expertise in equities and fixed income. Aristotle is backed by an experienced leadership team and focuses on actively managing portfolios to help clients achieve long-term financial goals.
4. TIAA Kaspick
- Website: kaspick.com
- Headquarters: Redwood Shores, California, United States
- Founded: 1989
- Headcount: 51-200
Kaspick is an investment management firm that offers planned gift management, endowment management, and annual portfolio management services. They provide expertise in managing assets and offer personalized investment strategies for their clients.
5. RNC Genter Capital Management
- Website: rncgenter.com
- Headquarters: Los Angeles, California, United States
- Founded: 1968
- Headcount: 51-200
Genter Capital Management is an investment management firm providing portfolio management services for high net worth individuals, foundations, endowments, trusts, banks, insurance companies, employee benefits plans, and mutual funds. They offer a broad range of portfolio strategies, including equity and municipal fixed income products, designed to fit various risk profiles.
6. CommonWealth Partners
- Website: commonwealth-partners.com
- Headquarters: Los Angeles, California, United States
- Founded: 1995
- Headcount: 51-200
Commonwealth Partners is an investment firm that offers a range of services including investment and portfolio management, asset management, property management, and development. With a commitment to environmental, social, and governance (ESG) principles, they strive to create sustainable and responsible value for their stakeholders. Their team of experts provides personalized solutions to clients looking for strategic investment opportunities.
7. Empaxis Data Management, Inc.
- Website: empaxis.com
- Headquarters: El Segundo, California, United States
- Founded: 2004
- Headcount: 51-200
Empaxis is a global company providing middle- and back-office operations for asset managers, wealth managers, family offices, banks, and financial institutions. They offer end-to-end process automation and custom outsourcing services to expedite operations, reduce costs, and deliver superior client service. With their comprehensive TAMP1 platform, clients have access to real-time data, reporting, and communication tools. Empaxis is headquartered in California with operation centers in India.
8. iShares Barclays 20+ Yr Treas.Bond (ETF)
- Website: ishares.com
- Headquarters: San Francisco, California, United States
- Founded: 2000
- Headcount: 501-1000
- Latest funding type: Acquired
iShares 20+ Year Treasury Bond ETF (the Fund) is an exchange-traded fund. The Fund seeks to track the investment results of an index composed of United States Treasury bonds with remaining maturities greater than 20 years. The Fund seeks to track the investment results of the Barclays U.S. 20+ Year Treasury Bond Index (the Underlying Index), which measures the performance of public obligations of the United States Treasury that have a remaining maturity of 20 or more years. The Underlying Index includes all publicly-issued the United States Treasury securities that have a remaining maturity of greater than or equal to 20 years. BlackRock Fund Advisors serves as investment adviser of the Fund.
9. Capital Group
- Website: capitalgroup.com
- Headquarters: Los Angeles, California, United States
- Founded: 1931
- Headcount: 5001-10000
Capital Group is a leading investment firm that aims to improve people's lives through successful investing. With a rich history spanning over 90 years, Capital Group has a global presence with 29 offices and over 7,800 associates. They offer a culture, compensation, and opportunities that empower their associates to build successful and prosperous careers.
10. Oaktree Capital Management, L.P.
- Website: oaktreecapital.com
- Headquarters: Los Angeles, California, United States
- Founded: 1995
- Headcount: 1001-5000
- Latest funding type: Acquired
Oaktree Capital is an investment management firm that offers a variety of investment strategies and products to its clients. With a focus on credit, private equity, and real assets, the company aims to deliver consistent and superior risk-adjusted returns.
11. Tpg
- Website: tpg.com
- Headquarters: San Francisco, California, United States
- Founded: 1992
- Headcount: 501-1000
- Latest funding type: Ipo
TPG is a leading global alternative asset manager with approximately $135B in assets under management (AUM). Through its family office roots, entrepreneurial heritage, and West Coast base, TPG offers innovative and diverse investment solutions. With expertise in sectors such as healthcare, software & enterprise tech, and internet & digital media, TPG executes notable transactions in private equity and delivers growth and impact to its portfolio companies.
12. Hall Capital Partners LLC
- Website: hallcapital.com
- Headquarters: San Francisco, California, United States
- Founded: 1994
- Headcount: 51-200
Hall Capital is an investment management firm that specializes in building and managing large investment portfolios. They serve a diverse client base, including families, endowments, and foundations. With a focus on long-term dedication and consistency, they strive to deliver exceptional results for their clients.
13. Pathway Capital Management
- Website: pathwaycapital.com
- Headquarters: Irvine, California, United States
- Founded: 1991
- Headcount: 201-500
Pathway Capital Management is a leading provider of customized private market solutions for institutional investors worldwide. With over 100 customized programs and more than $105 billion in commitments, Pathway builds portfolios that meet the unique investment goals of its clients. The firm's experienced partners, with an average of 23 years in private equity, ensure a high level of expertise and trusted advice.
14. Matthews Asia
- Website: matthewsasia.com
- Headquarters: San Francisco, California, United States
- Founded: 1991
- Headcount: 51-200
Matthews Asia is an investment firm that has been investing in Asia for over 30 years. They offer a range of investment options, including mutual funds and exchange-traded funds (ETFs), focusing on emerging markets and Asian companies.
15. WCM Investment Management
- Website: wcminvest.com
- Headquarters: Laguna Beach, California, United States
- Founded: 1976
- Headcount: 51-200
- Latest funding type: Private Equity
Global Value Team WCM is an independent asset management firm based in Laguna Beach, California. They offer innovative equity investment advisory services to a wide range of clients, including corporations, individuals, and funds. Their goal is to generate long-term, sustainable excess returns by leveraging their investment experience and intentional culture.
16. eVision Investments
- Website: evisioninvestments.com
- Headquarters: Modesto, California, United States
- Founded: 2000
- Headcount: 1001-5000
evisioninvestments.com may be a website for a financial investment firm.
17. Canterbury Consulting
- Website: canterburyconsulting.com
- Headquarters: Newport Beach, California, United States
- Founded: 1988
- Headcount: 51-200
Canterbury Consulting is an independent investment advisory firm that offers comprehensive financial services to individuals, institutional investors, and organizations. With expertise in asset management, research, and consulting, Canterbury provides customized investment solutions to help clients achieve their financial goals.
18. Los Angeles Capital Management LLC
- Website: lacapm.com
- Headquarters: Los Angeles, California, United States
- Founded: 2002
- Headcount: 51-200
Los Angeles Capital Management (LACM) is an investment management firm offering over 20 equity strategies globally. With a focus on Dynamic Alpha Stock Selection Model®, LACM tailors portfolios to meet specific investor requirements. The firm incorporates innovative concepts like Investor Preference Theory® and ESG criteria in its investment process.
19. Makena Capital Management, LLC
- Website: makenacap.com
- Headquarters: Menlo Park, California, United States
- Founded: 2005
- Headcount: 51-200
Makena Capital is an investment management firm committed to achieving the goals and aspirations of its clients through the stewardship of their capital. They prioritize excellence in all aspects of their business, including investment performance, client relationships, and operational excellence.
20. Meritage Group LP
- Website: meritagegroup.com
- Headquarters: San Francisco, California, United States
- Founded: 1997
- Headcount: 51-200
Meritage Group LP is an investment adviser registered with the U.S. Securities and Exchange Commission, managing investments in public and private equity, credit, and real estate. With assets under management exceeding $10B, they offer their services to individuals and institutions seeking expert investment guidance.
21. MacFarlane Partners
- Website: macfarlanepartners.com
- Headquarters: San Francisco, California, United States
- Founded: 1987
- Headcount: 51-200
MacFarlane Partners is an investment management firm that acquires, develops and manages real estate assets on behalf of pension plans and institutions.
22. KA Enterprises
- Website: kaenterprises.net
- Headquarters: San Diego, California, United States
- Founded: 1995
- Headcount: 51-200
KA Enterprises is a company specializing in wholesale fuel supply, real estate development, and investment management. They sell gasoline to independent and Shell branded gas stations in California, while also managing a diverse portfolio of commercial properties and multi-million-dollar estates. With a deep understanding of the energy industry and local real estate dynamics, KA aims to optimize risk-reward trade-offs and deliver consistent growth for their clients. Founded in 1995, KA Enterprises has a strong presence in the United States and continues to expand its operations.
23. MAP Energy, LLC
- Website: map-energy.com
- Headquarters: Palo Alto, California, United States
- Founded: 1989
- Headcount: 51-200
MAP Energy is a company that specializes in creating and managing diversified portfolios of high quality mineral and royalty assets in the onshore United States.
24. Litman Gregory Wealth Management
- Website: lgam.com
- Headquarters: Walnut Creek, California, United States
- Founded: 1987
- Headcount: 51-200
Litman Gregory Wealth Management is a wealth management firm dedicated to providing financial peace of mind and helping clients attain financial success. They offer personalized wealth planning strategies and deep knowledge of investments. Their experienced advisory team embraces the values of client-focused service and puts clients' best interests ahead of their own.
25. Rimrock Capital Management, LLC
- Website: rimrockcapital.com
- Headquarters: Irvine, California, United States
- Founded: 1999
- Headcount: 51-200
Rimrock Capital Management, LLC is a financial investment firm that offers a range of investment services and solutions.
Want to find more asset management companies?
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- Ownership: Which of these are private equity backed? Which are family-owned?
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