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213 Firms
Country: United States
State: California
City: Orange

List of the Top Orange Investment Management Firms

  • First Pacific Bank

    First Pacific Bank

    Southern California’s premier community bank

    Undisclosed
    Undisclosed
    50 - 249
    Whittier, CA
    Service Focus

    About First Pacific Bank
    First Pacific Bank, a wholly owned subsidiary of Friendly Hills Bancorp (OTC Pink: FHLB), is a growing community bank catering to individuals, professionals, and small-to-…

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  • Whittier Trust Company

    Whittier Trust Company

    Investment and Wealth Management

    Undisclosed
    Undisclosed
    50 - 249
    South Pasadena, CA
    Service Focus

    Whittier Trust Company is the largest multi-family office headquartered on the West Coast with offices in South Pasadena, Costa Mesa, San Francisco, Reno, Seattle, and Portland. It is an independent…

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  • Green Street Advisors

    Green Street Advisors

    Definitive Leaders in Real Estate Analysis

    Undisclosed
    Undisclosed
    50 - 249
    Newport Beach, CA
    Service Focus

    Green Street Advisors is an industry leader in real estate and real estate investment trust (REITs) research and advisory services for over 30 years. Our dedicated research professionals generally…

    More

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  • Credit Union of Southern California

    Credit Union of Southern California

    You have plans. Let's make it happen.

    Undisclosed
    Undisclosed
    50 - 249
    Anaheim, CA
    Service Focus

    At CU SoCal, we believe we are more than a place to save and borrow money. We're a place where dreams thrive.  It starts with our focus on making a difference--not a profit. Our bottom line is…

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  • Corinthian Title Company

    Corinthian Title Company

    California Real Estate Agency

    Undisclosed
    Undisclosed
    50 - 249
    Irvine, CA
    Service Focus

    Corinthian Title Company is a title agency. Most title companies in California operate as a title agency and are underwritten by a title insurance company. We are very proud to have agency agreements…

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  • Canterbury Consulting

    Canterbury Consulting

    Investment Management

    Undisclosed
    Undisclosed
    50 - 249
    Newport Beach, CA
    Service Focus

    Canterbury Consulting’s founders were part of the generation that pioneered the independent investment advisory service model. In 1988, they set out to build a firm focused only on providing…

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  • Express Capital Funding Inc

    Express Capital Funding Inc

    Commercial Property Management in California.

    Undisclosed
    Undisclosed
    10 - 49
    Anaheim, CA
    Service Focus

    There's a Better Loan for Your Business. As a direct lender with over 20 years in the financial sector, Express Capital has carefully studied the funding needs that most small businesses require. We…

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  • The Bascom Group

    The Bascom Group

    Private Equity Firm

    Undisclosed
    Undisclosed
    10 - 49
    Irvine, CA
    Service Focus

    The Bascom Group, LLC is a private equity firm specializing in value-added multifamily, commercial, and non-performing loans and real estate related investments and operating companies. Bascom…

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  • Buchanan Street Partners

    Buchanan Street Partners

    Capital You Can Count On

    Undisclosed
    Undisclosed
    10 - 49
    Newport Beach, CA
    Service Focus

    Buchanan Street Partners is a nationally recognized real estate investment management firm. Headquartered in Newport Beach, CA, Buchanan Street Partners manages commingled investment funds,…

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  • Granite Investment Group

    Granite Investment Group

    Think Strength. | Investment. | Integrity.

    Undisclosed
    Undisclosed
    10 - 49
    Irvine, CA
    Service Focus

    Granite Investment Group ("Granite") is a privately held real estate investment firm located in Irvine, California, with operations extending across the United States. Granite was established in 1995…

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  • Shore Capital Corporation

    Shore Capital Corporation

    ONE EXPERT, ALL YOUR REAL ESTATE NEEDS

    Undisclosed
    Undisclosed
    10 - 49
    Huntington Beach, CA
    Service Focus

    Shore Capital Corporation is more than a Real Estate and Mortgage Brokerage. We focus on solving problems for human beings and furthering client health. We offer a variety of mortgage products…

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  • Paul Kott Realtors

    Paul Kott Realtors

    Residential. Commercial. Industrial. Investment.

    Undisclosed
    Undisclosed
    10 - 49
    Anaheim, CA
    Service Focus

    Paul Kott Realtors, Inc. has redefined the real estate experience in Orange County for over 35 years. Our team of career-minded Realtors are committed to the results that matter to you, whether…

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  • CLS Financial

    CLS Financial

    Close Loan Specialists

    Undisclosed
    Undisclosed
    2 - 9
    Los Alamitos, CA
    Service Focus

    CLS Financial, a Direct Lender with the ability to broker, started as a family owned business that is committed to helping you find the right home financing solution and joined American Pacific…

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  • Carlyle Capital

    Carlyle Capital

    Direct Private Lender

    Undisclosed
    Undisclosed
    2 - 9
    Irvine, CA
    Service Focus

    Carlyle Capital is an asset-based private lender and asset management company in the business of deploying capital. We offer debt financing to acquire, refinance, restructure, and develop real estate…

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  • Undisclosed
    Undisclosed
    2 - 9
    Westminster, CA
    Service Focus

    Globenet Capital is a hard-money lending company that is engaged in underwriting and funding of both short-term private money, as well as hard-money real estate loans. Residential and commercial…

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  • Affinity Real Estate & Mortgage Training - NML

    Affinity Real Estate & Mortgage Training - NML

    Real Estate Agency & A Training Facility

    Undisclosed
    Undisclosed
    2 - 9
    La Palma, CA
    Service Focus

    Affinity Real Estate & Mortgage Training Services is both a full-service real estate agency and a training facility for aspiring agents. The founder of the Affinity Real Estate & Mortgage…

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  • Lucescu Realty

    Lucescu Realty

    Market Leading Investment Real Estate Services

    Undisclosed
    Undisclosed
    2 - 9
    Newport Beach, CA
    Service Focus

    LUCESCU REALTY is a market leading investment real estate services firm that uniquely combines major capital markets expertise with a complete and thorough understanding of real estate fundamentals…

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  • Associated Commercial Brokers

    Associated Commercial Brokers

    Get Associated & Get Moving.

    Undisclosed
    Undisclosed
    2 - 9
    Anaheim, CA
    Service Focus

    Associated Commercial Brokers specializes in the Orange County, and surrounding areas of leasing or purchase of commercial real estate for users and investors. Financing, construction and management…

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  • Kelemen Caamano Investments

    Kelemen Caamano Investments

    Be Bold. Invest Wisely

    Undisclosed
    Undisclosed
    2 - 9
    Irvine, CA
    Service Focus

    Kelemen Caamaño Investments was created by a partnership between its principals Tibor Kelemen and Rudy Caamaño. Like-minded independent investors with unique experiences came together in hopes of…

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  • Cameo Escrow Corporation

    Cameo Escrow Corporation

    "Follow through without Fail!"

    Undisclosed
    Undisclosed
    2 - 9
    La Palma, CA
    Service Focus

    At Cameo Escrow our philosophy is "Follow through without Fail!"​ Our passion and commitment to excellence in escrow has allowed us the privilege of working with Los Angeles and Orange County’s elite…

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  • Belgravia Capital

    Belgravia Capital

    Real Estate Finance and Investment Banking

    Undisclosed
    Undisclosed
    2 - 9
    Newport Beach, CA
    Service Focus

    Belgravia Capital is a Southern California based Real Estate Finance and Investment Banking company that serves to provide the best advice available to its clients.  Belgravia Capital has…

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  • BCC Capital Partners

    BCC Capital Partners

    Specializes in Providing Customized Solutions

    Undisclosed
    Undisclosed
    2 - 9
    Newport Beach, CA
    Service Focus

    BCC Capital Partners is a full-service investment banking, commercial real estate advisory, and management consulting firm that specializes in providing customized solutions to companies and…

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  • EVERCREST Development & Management

    EVERCREST Development & Management

    HONEST. COMPETENT. RELIABLE.

    Undisclosed
    Undisclosed
    2 - 9
    Lakewood, CA
    Service Focus

    EVERCREST Development & Management is a veteran-owned independent residential and commercial real estate brokerage that develops, acquires, and manages multi-family income properties located in…

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  • JMR Capital

    JMR Capital

    We Sell Businesses.

    Undisclosed
    Undisclosed
    2 - 9
    Anaheim, CA
    Service Focus

    JMR Capital and National Equipment Appraisal's combined talents can handle the entire business sale from concept to closing. We are one of only a few companies that are certified in all three…

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  • Capital Investment Network

    Capital Investment Network

    A commitment to client confidence.

    Undisclosed
    Undisclosed
    2 - 9
    Huntington Beach, CA
    Service Focus

    We build and preserve wealth with a committed, entrepreneurial approach for accredited investors through targeted real estate projects and opportunities.  Over four decades investors have placed…

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  • Newport Harbor Group

    Newport Harbor Group

    Sustaining Growth. Preserving Legacy.

    Undisclosed
    Undisclosed
    2 - 9
    Newport Beach, CA
    Service Focus

    Newport Harbor Group (“NHG”) is a private investment firm focused on acquiring small to medium-sized businesses where the owner is looking to transition out of their current role. Our goal is to…

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  • Harvey & Company LLC

    Harvey & Company LLC

    Growth via acquisition since 1998

    Undisclosed
    Undisclosed
    50 - 249
    Newport Beach, CA
    Service Focus

    Harvey & Company is a leading buyside acquisition search and principal investment firm that has been involved in over 700 transactions, including 151 in 2022. Since our founding in 1998, we have…

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  • VargasAndrews

    VargasAndrews

    We help your business scale.

    $10,000+
    $150 - $199 / hr
    2 - 9
    Los Angeles, CA
    Service Focus

    "They are very knowledgeable about stages and technology needs as a company grows."

    • CEO, Access Management Platform
  • IRA Capital

    IRA Capital

    Private Equity Firms, California

    Undisclosed
    Undisclosed
    50 - 249
    Irvine, CA
    Service Focus

    IRA Capital “IRA” is a leading private equity firm focused on alternative investments. Founded in 2010, IRA invests capital for its own account and on behalf of its co-investment partners, which…

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  • ClearLight Partners

    ClearLight Partners

    Venture Capital and Private Equity, California

    Undisclosed
    Undisclosed
    10 - 49
    Newport Beach, CA
    Service Focus

    ClearLight’s heritage, dating back to the 1980’s, consists of investing in and then growing several operating businesses on behalf of a large, highly regarded Japanese public company. As operators,…

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  • Windjammer Capital

    Windjammer Capital

    Private Equity Firms, Massachusetts

    Undisclosed
    Undisclosed
    10 - 49
    Newport Beach, CA
    Service Focus

    Windjammer Capital is a national private equity investment firm, based in Newport Beach, CA and Waltham, MA that invests control equity in middle‐market businesses and in partnership with management…

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  • WCM Investment Management

    WCM Investment Management

    Investment Management

    Undisclosed
    Undisclosed
    50 - 249
    Laguna Beach, CA
    Service Focus

    WCM provides innovative, equity investment advisory services for a variety of clients, including corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and…

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  • Fairmont Capital, Inc.

    Fairmont Capital, Inc.

    Private Equity Firms, California

    Undisclosed
    Undisclosed
    2 - 9
    Anaheim, CA
    Service Focus

    Fairmont is a private venture capital and investment company which makes equity investments in companies that are strategically positioned for growth.  These companies can range from start-ups…

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  • Universal Bank

    Universal Bank

    Safe. Secure. Universal.

    Undisclosed
    Undisclosed
    10 - 49
    West Covina, CA
    Service Focus

    Since 1954 Universal Bank has been dedicated to the commitment of serving our local communities. Universal Bank provides the range of products and services you would expect from a major bank,…

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  • Greenpath Funding, NMLS 1146157

    Greenpath Funding, NMLS 1146157

    California Mortgage Lender

    Undisclosed
    Undisclosed
    10 - 49
    Aliso Viejo, CA
    Service Focus

    Greenpath Funding is a Southern California based mortgage lender with a team of loan officers who value their relationships with real estate agents and clients more than the transaction itself. We…

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  • Kairos Investment Management Company

    Kairos Investment Management Company

    Real Estate Investment & Asset Management

    Undisclosed
    Undisclosed
    10 - 49
    Rancho Santa Margarita, CA
    Service Focus

    Headquartered in Rancho Santa Margarita, California, Kairos Investment Management Company is a privately-owned entrepreneurial real estate investment and asset management company founded by Carl…

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  • Mandri Capital

    Mandri Capital

    Commercial Real Estate Capital Advisory

    Undisclosed
    Undisclosed
    2 - 9
    Santa Monica, CA
    Service Focus

    “Mandri Capital is a rare company in this business because of the integrity and care they bring to the table every day.”

    • President, Metros Capital
  • Emac Financial and Real Estate Lending

    Emac Financial and Real Estate Lending

    California Mortgage Broker and Direct Lender

    Undisclosed
    Undisclosed
    2 - 9
    Seal Beach, CA
    Service Focus

    Emac Financial is a Financial Services company based in Orange County California. Emac is DBA of Creative Capital Group. We offer an array of financial products and specialize in Real Estate Lending…

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  • Undisclosed
    Undisclosed
    2 - 9
    Newport Beach, CA
    Service Focus

    HWCL is the top boutique commercial mortgage advisory firm on the West Coast. Our team is based in Southern California and known for securing best-in-class financing for our nationwide commercial…

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  • Mortgage Point

    Mortgage Point

    Let Mortgage Point Find The Right Loan For You

    Undisclosed
    Undisclosed
    2 - 9
    Laguna Hills, CA
    Service Focus

    Mortgage Point is a Mortgage Brokerage providing residential, commercial, construction, and business loans within California. Mortgage Point is a qualified vendor for major lending institutions such…

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  • Point West Financial Inc.

    Point West Financial Inc.

    Lending Services Directly to Homeowners.

    Undisclosed
    Undisclosed
    2 - 9
    Fountain Valley, CA
    Service Focus

    Point West Financial, Inc. was established in 1983 to serve the needs of homeowners throughout the entire state of California. It is a unique specialized company that provides lending services…

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  • Lendtuit Southern California

    Lendtuit Southern California

    Using Bridge Loans For Commecial Real Estate

    Undisclosed
    Undisclosed
    2 - 9
    Newport Beach, CA
    Service Focus

    Lendtuit Southern California provides business loans to illuminate the growth potential in every business. We help service industry businesses (marketing, consulting, legal, etc) get needed capital…

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  • ETHICS Real Estate

    ETHICS Real Estate

    Smart Real Estate Group

    Undisclosed
    Undisclosed
    2 - 9
    Newport Beach, CA
    Service Focus

    Ethics Real Estate ("Ethics") is a privately held full-service real estate investment & management company. Ethics was formed to engage primarily in the business of acquiring, owning and…

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  • Metro Realty Group

    Metro Realty Group

    Off-market Commercial Real Estate Deals

    Undisclosed
    Undisclosed
    2 - 9
    Irvine, CA
    Service Focus

    Metro Realty Group offers commercial real estate services nationwide.  Our team is dedicated to helping Investors and Income Property Owners with their acquisition and disposition needs. See Off…

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  • The SBA Lender - Greg Dill

    The SBA Lender - Greg Dill

    Best in class lending professional

    Undisclosed
    Undisclosed
    2 - 9
    Costa Mesa, CA
    Service Focus

    Best in class lending professional helping business owners with their commercial real estate (CRE) and business acquisition (M&A) financing needs (conventional and SBA) throughout Southern…

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  • The Lawrence Group LLC / Profile Masters

    The Lawrence Group LLC / Profile Masters

    Concentrates on Finding Funds

    Undisclosed
    Undisclosed
    2 - 9
    Newport Beach, CA
    Service Focus

    The Lawrence Group LLC concentrates on finding funds for valued Real Estate development projects in California and World Wide.  
    Harnessing the power of social media for professionals. At…

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  • River Valley Holdings, LLC

    River Valley Holdings, LLC

    Newport Beach Commercial Real Estate

    Undisclosed
    Undisclosed
    2 - 9
    Newport Beach, CA
    Service Focus

    River Valley Holdings, LLC is a CA based family office representing the interests of three generations.The collaboration began more than 40 years ago with the development and expansion of fast food…

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  • DPFG Inc.

    DPFG Inc.

    Making the Complex Simple & Practical

    Undisclosed
    Undisclosed
    10 - 49
    San Juan Capistrano, CA
    Service Focus

    Development Planning & Financing Group, Inc. (DPFG) is a diversified national real estate consulting firm that delivers a multitude of service lines to a variety of business lines and industries…

    More

  • Solganick & Co.

    Solganick & Co.

    We are a technology investment bank focused on M&A

    $250,000+
    Undisclosed
    10 - 49
    El Segundo, CA
    Service Focus

    We Are A Data-Driven Investment Banking and M&A Advisory Firm Focused Exclusively on Technology Services, Software, and Healthcare IT Companies.
    Founded in 2009 by experienced professionals,…

    More

  • Oaktree Capital Management

    Oaktree Capital Management

    California Investment Management

    Undisclosed
    Undisclosed
    250 - 999
    Los Angeles, CA
    Service Focus

    Oaktree is a leader among global investment managers specializing in alternative investments, with $120 billion in assets under management as of December 31, 2018. The firm emphasizes an…

    More

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3 Top-Reviewed Funding & Investment Companies in or near Orange, CA in 2024

We have more than 213 of the best Funding & Investment companies in Orange with 4 reviews listed on Clutch. To help you find top Funding & Investment agencies in Orange quickly, we've selected 3 of the top Funding & Investment providers based on their ratings and reviews posted as recently as 04/03/2024. We've also included a mix of smaller and larger firms so we cover a range of budgets.

To make it easier for you to compare, we’ve created a single paragraph that summarizes all 4 reviews for these 3 companies. We have also extracted keywords that echo the sentiment, experience, and even the expertise most reviewers talked about in their reviews of each Funding & Investment company.

According to people just like you, DealPoint Merrill, VargasAndrews, and Mandri Capital are all considered some of the top Funding & Investment companies in and nearby Orange in 2024. Read on...

DealPoint Merrill

22815 Ventura Blvd.
Los Angeles, CA, United States
91364

About:

  • Minimum Budget: N/A
  • Avg. Hourly Rate: N/A
  • Employees: 10 - 49
  • Founded: 2012
  • Quality Score: 5
  • Schedule Score: 5

Services:

  • Commercial Property Loans

Key Clients:

The Broker List, and DealPoint Merrill overall rating is 5 stars.

Reviewers Frequently Mention:

Helpful
Successful Partnership
Excellent Workflow
Fruitful Collaboration
Event

Clutch Review Summary:
DealPoint Merrill has been consistently praised for being beyond helpful, leading to successful partnerships and events. The team has established an excellent workflow to ensure fruitful collaborations, resulting in high client satisfaction.

Company Description:
Founded in 2012, and stating they have between 10 - 49 employees, DealPoint Merrill is located at 22815 Ventura Blvd., Los Angeles, CA 91364. DealPoint Merrill offers expertise in Merger & Acquisition Advisory, Property Valuation, Capital Market Consulting and other Funding & Investment capabilities, while maintaining an overall 5 star rating.

LEARN MORE ABOUT DEALPOINT MERRILL...

VargasAndrews

4.8 2 REVIEWS

555 West 5th Street, 35th Floor
Los Angeles, CA, United States
90013

About:

  • Minimum Budget: $10,000.00
  • Avg. Hourly Rate: $150 - $199
  • Employees: 2 - 9
  • Founded: 2016
  • Quality Score: 4.8
  • Schedule Score: 4.8

Services:

  • Accounting
  • Back Office Outsourcing
  • Commercial Property Loans
  • ERP
  • Business Consulting
  • HR Consulting

Key Clients:

Ramcar Batteries Inc and Soloinsight, and VargasAndrews overall rating is 4.8 stars.

Reviewers Frequently Mention:

CFO
Financial Strategies
CRM
Progress
Expertise

Clutch Review Summary:
VargasAndrews has been instrumental in hiring a competent CFO, leading to the development of sound financial strategies for the client. Their ongoing work on CRM has resulted in satisfactory progress. The team's responsiveness and expertise in making companies grow have been consistently praised.

Company Description:
Founded in 2016, and stating they have between 2 - 9 employees, VargasAndrews is located at 555 West 5th Street, 35th Floor , Los Angeles, CA 90013. VargasAndrews offers expertise in Capital Market Consulting, Microsoft Dynamics ERP, Oracle and other Funding & Investment capabilities. Their minimum project size is $10,000.00 and an hourly rate between $150 - $199, while maintaining an overall 4.8 star rating.

LEARN MORE ABOUT VARGASANDREWS...

Mandri Capital

2001 Wilshire Blvd
Santa Monica, CA, United States
90403

About:

  • Minimum Budget: N/A
  • Avg. Hourly Rate: N/A
  • Employees: 2 - 9
  • Founded:
  • Quality Score: 5
  • Schedule Score: 5

Services:

  • Commercial Property Loans

Key Clients:

Metros Capital, and Mandri Capital overall rating is 5 stars.

Reviewers Frequently Mention:

Loan
Success Rate
Easy-To-Navigate System
Attention
High Stakes

Clutch Review Summary:
Clients have consistently experienced a 100% success rate with Mandri Capital, securing a loan each time they worked together. The vendor is commended for their easy-to-navigate system to track loan information and their in-depth attention to each loan, demonstrating an understanding of the high stakes in the industry.

Company Description:
Founded in , and stating they have between 2 - 9 employees, Mandri Capital is located at 2001 Wilshire Blvd, Santa Monica, CA 90403. They offer services for multiple industries including Real estate and more., while maintaining an overall 5 star rating.

LEARN MORE ABOUT MANDRI CAPITAL...

Orange, CA Funding & Investment Provider FAQs

Clutch has detailed ratings and reviews for 213 Funding & Investment companies that are located in or near Orange, catering to a diverse clientele that spans from large-scale enterprises to medium and small businesses.

Orange Funding & Investment companies offer services that include Commercial Property Loans, Financial Planning, Business Valuation Services, Accounting, Commercial Brokerage Services, all knowledgeable with the competitive landscape of Orange, CA.

The top 3 best-rated Funding & Investment agencies in Orange on Clutch include:

These Funding & Investment agencies have consistently been lauded for their exceptional performance and dedication to client success.

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