Top Investment Firms in California
431 Companies
List of the Top California Investment Management Firms
Sponsored
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company APA Venture Partners offers Commercial Financing and Funding & Investment. They were established in 2020.
Read moreSee All Locations (1)San Francisco, CA
500 Terry Francois St
San Francisco, CA 94158650 465 2371
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UndisclosedUndisclosed2 - 9Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingRembrandt Venture Partners is a small Menlo Park, California-based Commercial Financing and Funding & Investment company. The team offers Commercial Financing and Funding & Investment.
Read moreSee All Locations (1)Menlo Park, CA
325 Sharon Park Dr #325
Menlo Park, CA 94025415 528 2900
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
50% Funding & Investment50% Commercial FinancingIn Beverly Hills, California, Group 11 is a small Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read moreSee All Locations (1)Beverly Hills, CA
9440 S Santa Monica Blvd #555
Beverly Hills, CA 90210424 253 3360
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UndisclosedUndisclosed2 - 9Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingMerus Capital is a Commercial Financing and Funding & Investment company. They were established in 2008 and specialize in Commercial Financing and Funding & Investment.
Read moreSee All Locations (1)Menlo Park, CA
2180 Sand Hill Rd
Menlo Park, CA 94025650 838 8888
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UndisclosedUndisclosed2 - 9Saratoga, CA
Services provided
50% Funding & Investment50% Commercial FinancingPanCosmic Capital is a Commercial Financing and Funding & Investment company established in 2020. In Saratoga, California, the team provides Commercial Financing and Funding & Investment.
Read moreSee All Locations (1)Saratoga, CA
20101 Pampas Ct
Saratoga, CA 95070415 237 0743
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingLaunched in 1983, The Townsend Group is a midsize Commercial Financing and Funding & Investment company. Their team offers Commercial Financing and Funding & Investment.
Read moreSee All Locations (3)London, England
28-29 Dover Street 4th Floor London
London, England W1S 4NA10 - 15
+44.207.578.7100
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 2001, Castle Crow & Company is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (2)Reno, NV
50 West Liberty Street, Suite 450
Reno, NV 895016 - 9
415.546.5600
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UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingSun Capital Partners, Inc., a Financial Advising & Planning company, was established in 1995. They offers Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (4)London, England
2 Park Street, 1st Floor
London, England W1K 2HX151 - 200
+44 (0) 207 318 1100
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UndisclosedUndisclosed250 - 999Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingTA Associates is a Commercial Financing and Funding & Investment company located in Boston, Massachusetts and Menlo Park, California. They focus on Commercial Financing and Funding & Investment.
Read moreSee All Locations (4)London, England
Devonshire House, 3rd Floor 1 Mayfair Place
London, England W1J 8AJ50 - 75
+44.20.7823.0200
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
10% Funding & Investment20% Accounting20% Business Consulting +3 services20% Financial Advising & Planning20% Financial Consulting10% Insurance Services & BrokersCollins Financial Services, a small Business Consulting company, is based in Los Angeles, California. Their services include Business Consulting and Accounting.
Read moreSee All Locations (1)Los Angeles, CA
4714 Crenshaw Blvd.
Los Angeles, CA 900432 - 5
+1.323.291.5844
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UndisclosedUndisclosed10 - 49Newport Beach, CA
Services provided
10% Funding & Investment30% Commercial Development20% Commercial Brokerage Services +3 services20% Commercial Property Management10% Building Security Services10% Commercial FinancingDavis Partners is a Commercial Development company launched in 1976. Their services include Commercial Development and Commercial Brokerage Services.
Read moreSee All Locations (1)Newport Beach, CA
1420 Bristol Street North, Suite 100
Newport Beach, CA 9266031 - 40
+1.949.752.2066
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UndisclosedUndisclosed10 - 49Walnut Creek, CA
Services provided
10% Funding & Investment45% Commercial Development45% Commercial Property ManagementBrowman Development Company is a Commercial Property Management company based in Walnut Creek, California. The team specializes in Commercial Property Management and Commercial Development.
Read moreSee All Locations (1)Walnut Creek, CA
1556 Parkside Drive
Walnut Creek, CA 9459616 - 20
+1.925.588.2200
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UndisclosedUndisclosed10 - 49San Jose, CA
Services provided
10% Funding & Investment30% Business Valuation Services20% Commercial Financing +2 services20% Finance & Accounting Outsourcing (FAO)20% Financial Advising & PlanningTowne Advisory Services is a small Business Valuation Services company. They specialize in Business Valuation Services and Finance & Accounting Outsourcing (FAO) and were established in 2013.
Read moreSee All Locations (1)San Jose, CA
1165 Lincoln Ave #8730
San Jose, CA 9515510 - 15
408-800-2169
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
10% Funding & Investment30% Financial Advising & Planning20% Accounting +3 services20% Financial Consulting10% Business Consulting10% Market ResearchHCR Wealth Advisors is a Financial Advising & Planning company founded in 1988. The team provides Financial Advising & Planning and Accounting.
Read moreSee All Locations (1)Los Angeles, CA
10866 Wilshire Blvd # 1600
Los Angeles, CA 9002410 - 15
310-473-5445
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UndisclosedUndisclosed1,000 - 9,999Palo Alto, CA
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 1984, Advent International is a large Commercial Financing and Funding & Investment company. Their team offers Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)New York, NY
12 East 49th Street, 45th Floor
New York, NY 1001750 - 75
+1 212 813 8300
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UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingKKR is a large Financial Advising & Planning company. Launched in 1976, the team offers Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (3)New York, NY
30 Hudson Yards
New York, NY 100011001 - 2000
212-750-8300
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
25% Funding & Investment25% Commercial Financing20% Commercial Development +3 services10% Building Security Services10% Commercial Property Management10% Market ResearchLocated in Portland, Oregon and San Francisco, California, The Green Cities Company is a small Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)San Francisco, CA
201 Mission Street Suite 500
San Francisco, CA 941056 - 9
(503) 299-6000
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UndisclosedUndisclosed1,000 - 9,999Los Angeles, CA
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingD.A. Davidson Companies is a Great Falls, Montana-based Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing and were established in 1986.
Read moreSee All Locations (3)Denver, CO
1550 Market Street Suite 300
Denver, CO 80202101 - 150
(866) 686-3678
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UndisclosedUndisclosed10 - 49Petaluma, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 2003, Fillmore Capital Partners is a Financial Advising & Planning company. Their team focuses on Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (2)Powell, OH
4145 Powell Road, Suite C
Powell, OH 4306516 - 20
614-781-1420
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Equilibrium provides Commercial Financing and Funding & Investment. They were launched in 2008.
Read moreSee All Locations (3)London, England
Saint James's Street, Green Park
London, England W1J 7NF -
UndisclosedUndisclosed10 - 49Larkspur, CA
Services provided
50% Funding & Investment50% Commercial FinancingSJF Ventures is a Commercial Financing and Funding & Investment company in Durham, North Carolina and New York, New York. The team focuses on Commercial Financing and Funding & Investment.
Read moreSee All Locations (3)New York, NY
885 3rd Ave
New York, NY 10022 -
UndisclosedUndisclosedFreelancerSan Jose, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingMiddle Market Private Equity Alliance, a Financial Advising & Planning company, is based in San Jose, California. The team focuses on Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (1)San Jose, CA
690 Saratoga Ave
San Jose, CA 951291
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UndisclosedUndisclosedFreelancerSanta Monica, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingEstablished in 2017, Bellows Capital Partners is a Financial Advising & Planning company. The small team provides Financial Advising & Planning and Commercial Financing.
Read moreSee All Locations (1)Santa Monica, CA
2219 Main St
Santa Monica, CA 904051
773-620-5078
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UndisclosedUndisclosedFreelancerSan Francisco, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingNexent Capital is a Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial Financing and were established in 2002.
Read moreSee All Locations (1)San Francisco, CA
#1510One Embarcadero Center
San Francisco, CA 941111
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UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
Services provided
20% Funding & Investment20% Back Office Outsourcing20% Banking Law +2 services20% Bankruptcy Law20% CybersecurityHunton Andrews Kurth LLP is a Cybersecurity company. Located in Washington, District of Columbia and San Francisco, California, the firm specializes in Cybersecurity and Back Office Outsourcing.
Read moreSee All Locations (1)San Francisco, CA
50 California Street Suite 1700
San Francisco, CA 9411110 - 15
415 975 3700
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UndisclosedUndisclosed50 - 249Santa Rosa, CA
Services provided
10% Funding & Investment45% Commercial Brokerage Services45% Commercial Property ManagementKeegan & Coppin Co., Inc., a Commercial Brokerage Services company, offer Commercial Brokerage Services and Commercial Property Management. They were established in 1976.
Read moreSee All Locations (1)Santa Rosa, CA
1355 North Dutton Avenue
Santa Rosa, CA 954011
+1.707.528.1400
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UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
35% Funding & Investment35% Commercial Financing30% Financial Advising & PlanningMadison Realty Capital is a Commercial Financing company. Located in New York, New York and Los Angeles, California, the company offers Commercial Financing and Funding & Investment.
Read moreSee All Locations (2)New York, NY
520 Madison Avenue Suite 3501
New York, NY 1002250 - 75
646 472 1900
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UndisclosedUndisclosed2 - 9Chino, CA
Services provided
10% Funding & Investment80% Commercial Development10% Commercial FinancingSmall Commercial Development company Ficus Development LLC, is located in Chino, California. Their services include Commercial Development and Commercial Financing.
Read moreSee All Locations (1)Chino, CA
3220 Riverside Dr
Chino, CA 917101
+1.424.234.1325
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UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
20% Funding & Investment20% Accounting20% Commercial Financing +2 services20% Financial Consulting20% Insurance Services & BrokersAtlantic Global Risk LLC is a Commercial Financing company. The Toronto, Canada-based company was launched in 2017. Their team offers Commercial Financing and Accounting.
Read moreSee All Locations (7)Boston, MA
125 High Street Oliver Street Tower, Suite 331
Boston, MA 0211010 - 15
+1.781.819.4837
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UndisclosedUndisclosed250 - 999München, Germany
Services provided
15% Funding & Investment50% Commercial Brokerage Services25% Commercial Financing +1 service10% Financial ConsultingAllianz Real Estate is a Commercial Brokerage Services company. The agency is based in London, England and Milano, Italy. Their services include Commercial Brokerage Services and Commercial
Read moreSee All Locations (13)Milano, Italy
Piazza Tre Torri, 3
Milano, Italy 2014510 - 15
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UndisclosedUndisclosed250 - 999San Francisco, CA
Services provided
35% Funding & Investment35% Commercial Financing30% Financial Advising & PlanningCVC Capital Partners is a Commercial Financing company founded in 1981. The company offers Commercial Financing and Funding & Investment.
Read moreSee All Locations (4)Luxembourg, Luxembourg
20 Av. Monterey
Luxembourg, Luxembourg 216331 - 40
+352 26 47 83 68
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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:
- Client feedback and reviews
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List of the Top 6 California Investment Management Firms
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UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Funding & Investment90% Other -
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 -
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 - 49Camarillo, CA
Ability to deliver
6.9/40.00/20 Reviews0/10 Clients & Experience6.9/10 Market PresenceService focus
20% Funding & Investment80% Other -
$10,000+< $25 / hr10 - 49Los Angeles, CA
Ability to deliver
7.1/40.00/20 Reviews1.2/10 Clients & Experience6/10 Market PresenceService focus
15% Funding & Investment85% Other -
UndisclosedUndisclosed2 - 9Santa Rosa, CA
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
50% Funding & Investment50% Other
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