Top Investment Firms in California
433 Companies
List of the Top California Investment Management Firms
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UndisclosedUndisclosed2 - 9Anaheim, CA
Services provided
50% Funding & Investment50% Commercial FinancingJMR Capital is a small Commercial Financing and Funding & Investment company. Established in 1992, the team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Huntington Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingCapital Investment Network is a Commercial Financing and Funding & Investment company launched in 1978. The agency provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Rancho Palos Verdes, CA
Services provided
50% Funding & Investment50% Commercial FinancingRE/MAX COMMERCIAL & INVESTMENT REALTY is a Commercial Financing and Funding & Investment company. They specialize in Commercial Financing and Funding & Investment and were established in 2005.
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingSmall Commercial Financing and Funding & Investment company Newday Impact Investing, is based in San Francisco, California. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingThe Builders Fund is a small Commercial Financing and Funding & Investment company. They provide Commercial Financing and Funding & Investment and were launched in 2015.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingGratitude Railroad is a small Commercial Financing and Funding & Investment company. Established in 2013, the team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Riverside, CA
Services provided
50% Funding & Investment50% Commercial FinancingBlended Impact is a Commercial Financing and Funding & Investment company. In Riverside, California and Los Angeles, California, the team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingLocated in San Francisco, California, KCA Partners, Ltd. Is a Commercial Financing and Funding & Investment company. They offer Commercial Financing and Funding & Investment and were founded in
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UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
50% Funding & Investment50% Commercial FinancingNewport Harbor Group is a Commercial Financing and Funding & Investment company. The Newport, Rhode Island-based company specializes in Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)Newport Beach, CA
100 Bayview Circle
Newport Beach, CA 926602 - 5
949-669-5730
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingCapital Clarity, a Commercial Financing and Funding & Investment company, was founded in 2019. The firm provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
100% Funding & InvestmentNew River Investments, a Funding & Investment company, was established in 2011. The team offers Funding & Investment and is based in Los Angeles, California.
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UndisclosedUndisclosed2 - 9Santa Clara, CA
Services provided
100% Funding & InvestmentFunding & Investment company Grassi Investment Management, LLC is located in Santa Clara, California. They offer Funding & Investment and were founded in 1984.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
100% Funding & InvestmentGoal Investment Management is a Funding & Investment company. Their small team is located in San Diego, California. Their services include Funding & Investment.
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UndisclosedUndisclosed2 - 9Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 2005, Startup Capital Ventures is a Commercial Financing and Funding & Investment company. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Cupertino, CA
Services provided
50% Funding & Investment50% Commercial FinancingHeadquartered in Cupertino, California and Seoul, South Korea, Big Basin Capital is a Commercial Financing and Funding & Investment company. They provide Commercial Financing and Funding &
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UndisclosedUndisclosed2 - 9San Ramon, CA
Services provided
50% Funding & Investment50% Commercial FinancingLocated in San Ramon, California, Latterell Venture Partners is a small Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingPeakview Capital LLC, a Commercial Financing and Funding & Investment company, is located in Menlo Park, California. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Newport Beach, CA
Services provided
35% Funding & Investment35% Commercial Financing30% Executive SearchHarvey & Company LLC is a Newport Beach, California-based Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
40% Funding & Investment20% AI Development20% Corporate Training & Coaching +1 service20% Web DesignIn San Francisco, California, Gradient is a small Funding & Investment company. Their services include Funding & Investment and Web Design.
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
30% Funding & Investment30% Commercial Financing20% Branding +2 services10% E-Commerce Development10% Packaging DesignVMG Partners is a midsize Commercial Financing company founded in 2005. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
30% Funding & Investment40% IT Managed Services30% Commercial FinancingFounded in 1999, Francisco Partners is a midsize IT managed services company based in San Francisco, California and London, England. Their team provides IT managed services and Commercial Financing.
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
35% Funding & Investment35% Commercial Financing20% Financial Consulting +1 service10% Business ConsultingCommercial Financing company Encore Consumer Capital specializes in Commercial Financing and Funding & Investment. They are headquartered in San Francisco, California.
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UndisclosedUndisclosed50 - 249Foster City, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 2006, Bertram Capital is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Santa Monica, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingClearlake Capital Group, a Financial Advising & Planning company, was launched in 2006. The company focuses on Financial Advising & Planning and Commercial Financing, and is midsize.
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UndisclosedUndisclosed50 - 249Menlo Park, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingSTG – Symphony Technology Group is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing and is in Menlo Park, California.
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UndisclosedUndisclosed50 - 249Irvine, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 2010, IRA Capital is a Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Palo Alto, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingAltamont Capital Partners is a Financial Advising & Planning company. They were launched in 2010, and their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingAudax Private Equity is a midsize Financial Advising & Planning company. Founded in 1999, the team focuses on Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (2)San Francisco, CA
4 Embarcadero Ctr 37th Floor
San Francisco, CA 94111101 - 150
(650) 252-0600
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UndisclosedUndisclosed50 - 249Hermosa Beach, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 2005, Marlin Equity Partners is a Financial Advising & Planning company. The agency offers Financial Advising & Planning and Commercial Financing, and is midsize.
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFrancisco Partners, a Financial Advising & Planning company, was launched in 1999. The team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingAlpine Investors is a Financial Advising & Planning company. Their team is based in San Francisco, California. The firm provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Palo Alto, CA
Services provided
50% Funding & Investment50% Commercial FinancingAtlantic Bridge is a Commercial Financing and Funding & Investment company. The Dublin, Ireland-based agency specializes in Commercial Financing and Funding & Investment.
Read moreSee All Locations (4)Palo Alto, CA
425 Tasso Street
Palo Alto, CA 9430110 - 15
+1.650.781.7543
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UndisclosedUndisclosed10 - 49Santa Ana, CA
Services provided
50% Funding & Investment50% Commercial FinancingRC McLean is a Santa Ana, California-based Commercial Financing and Funding & Investment company. They provide Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 2015, GoSBA Loans is a Commercial Financing and Funding & Investment company. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed250 - 999Los Angeles, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Oaktree Capital Management specializes in Commercial Financing and Funding & Investment. They were established in 1995.
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
30% Funding & Investment40% Commercial Development30% Commercial FinancingUrbanite Capital, a small Commercial Development company, is located in San Francisco, California. Their services include Commercial Development and Commercial Financing.
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UndisclosedUndisclosed2 - 9Oakland, CA
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Financial ConsultingGlobal Investment Company is a Financial Advising & Planning company located in Oakland, California. The team specializes in Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed10 - 49Newport Beach, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingClearLight Partners is a Financial Advising & Planning company headquartered in Newport Beach, California. They offer Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLightBay Capital, a Financial Advising & Planning company, is in Los Angeles, California. Founded in 2016, the team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Walnut Creek, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingInsignia Capital Group is a Walnut Creek, California-based Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Hermosa Beach, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingEstablished in 2017, Pacific Avenue Capital Partners is a Financial Advising & Planning company. The team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingVance Street Capital is a Financial Advising & Planning company located in Los Angeles, California. Launched in 2007, the team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Manhattan Beach, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingIn Greenwich, Connecticut and Manhattan Beach, California, Alvarez & Marsal Capital is a Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (2)Manhattan Beach, CA
1201 Morningside Dr Suite 200 – 2nd floor
Manhattan Beach, CA 9026631 - 40
203-742-5880
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingSapient Private Equity Group is a small Los Angeles, California-based Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Newport Beach, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingWindjammer Capital is a Waltham, Massachusetts-based Financial Advising & Planning company. Established in 1990, the team offers Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (2)Newport Beach, CA
840 Newport Center Dr Suite 650
Newport Beach, CA 9266031 - 40
949.721.9944
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UndisclosedUndisclosed10 - 49El Segundo, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFinancial Advising & Planning company CapitalSpring was founded in 2002. In Nashville, Tennessee and El Segundo, California, the team offers Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (2)El Segundo, CA
200 North Pacific Coast Highway Suite 1575
El Segundo, CA 902456 - 9
(646) 651-1578
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UndisclosedUndisclosed50 - 249Chico, CA
Services provided
20% Funding & Investment50% Application Testing20% Custom Software Development +1 service10% IoT DevelopmentShasta QA , an Application Testing company, was launched in 2002. The midsize team offers Application Testing and Custom Software Development.
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UndisclosedUndisclosed2 - 9San Ramon, CA
Services provided
40% Funding & Investment60% Commercial Brokerage ServicesCommercial Brokerage Services company Munshi biz specializes in Commercial Brokerage Services and Funding & Investment. They are headquartered in San Ramon, California.
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
25% Funding & Investment40% Financial Consulting25% Commercial Financing +1 service10% Business ConsultingFinancial Consulting company San Francisco Equity Partners was launched in 2010. The team specializes in Financial Consulting and Commercial Financing and is in San Francisco, California.
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingMontcalm TCR is a Financial Advising & Planning company headquartered in San Francisco, California. They provide Financial Advising & Planning and Commercial Financing.
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
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List of the Top 5 California Investment Management Firms
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
24.6/40.016.2/20 Reviews1.3/10 Clients & Experience7.1/10 Market PresenceService focus
40% Funding & Investment60% Other -
UndisclosedUndisclosed2 - 9Santa Monica, CA
Ability to deliver
23/40.016.2/20 Reviews0.7/10 Clients & Experience6.1/10 Market PresenceService focus
50% Funding & Investment50% Other -
$10,000+$150 - $199 / hr2 - 9Los Angeles, CA
Ability to deliver
23.9/40.015.6/20 Reviews3.4/10 Clients & Experience4.9/10 Market PresenceService focus
10% Funding & Investment90% Other -
UndisclosedUndisclosed2 - 9San Francisco, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed2 - 9Stockton, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
$250,000+Undisclosed10 - 49Los Angeles, CA
Ability to deliver
10.8/40.00/20 Reviews3.7/10 Clients & Experience7.1/10 Market PresenceService focus
25% Funding & Investment75% Other -
UndisclosedUndisclosed50 - 249Whittier, CA
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249El Segundo, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
80% Funding & Investment20% Other -
UndisclosedUndisclosed10 - 49San Diego, CA
Ability to deliver
6.6/40.00/20 Reviews0/10 Clients & Experience6.6/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Capitola, CA
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
50% Funding & Investment50% Other -
$1,000+$25 - $49 / hr10 - 49San Francisco Bay Area, CA
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
100% Funding & Investment -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
45% Funding & Investment55% Other -
$250,000+$300+ / hr2 - 9San Diego, CA
Ability to deliver
5.8/40.00/20 Reviews0.6/10 Clients & Experience5.2/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed2 - 9Agoura Hills, CA
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed2 - 9Fresno, CA
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed2 - 9Calabasas, CA
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Beverly Hills, CA
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
100% Funding & Investment -
UndisclosedUndisclosed10 - 49Camarillo, CA
Ability to deliver
6.9/40.00/20 Reviews0/10 Clients & Experience6.9/10 Market PresenceService focus
20% Funding & Investment80% Other
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