• My Tools
41 Firms
Country: United States
State: California
City: San Diego

List of the Top San Diego Investment Management Firms

  • First Pacific Bank

    First Pacific Bank

    Southern California’s premier community bank

    Undisclosed
    Undisclosed
    50 - 249
    San Diego, 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-…

    More

  • Griffin Funding

    Griffin Funding

    Mortgage Broker and Banker Licensed

    Undisclosed
    Undisclosed
    10 - 49
    San Diego, CA
    Service Focus

    Griffin Funding, Inc.,is a mortgage company with access to wholesale rates that originates loans throughout the states of California, Hawaii, Arizona, Colorado, Texas, and Washington. We specialize…

    More

  • CDC Small Business Finance

    CDC Small Business Finance

    Expertise. Reliability. Service.

    Undisclosed
    Undisclosed
    50 - 249
    San Diego, CA
    Service Focus

    We are an award-winning small business lender that steps up for entrepreneurs when traditional lenders can’t or won’t. Over the last 40 years, we’ve provided more than $18 billion in low-cost…

    More

  • Need help selecting a company? Let our team create a custom shortlist for you

    Request a Free Shortlist
  • California Bank & Trust

    California Bank & Trust

    See what we can do for you.

    Undisclosed
    Undisclosed
    250 - 999
    San Diego, CA
    Service Focus

    California Bank & Trust is a commercial bank that specializes in turning business and individual dreams and goals into success stories by offering personalized service, knowledgeable advisors,…

    More

  • Guild Mortgage

    Guild Mortgage

    Home Mortgage and Refinance Loans

    Undisclosed
    Undisclosed
    250 - 999
    San Diego, CA
    Service Focus

    Guild Mortgage has become one of the nation’s leading independent ‭mortgage providers by following a ‭simple rule—doing what’s right for our customers. For nearly 60 years, we’ve grown ‭through every…

    More

  • California title company

    California title company

    Insuring the American Dream of Homeownership

    Undisclosed
    Undisclosed
    10 - 49
    San Diego, CA
    Service Focus

    California Title Company is an industry leader with a strong presence in the Southern California marketplace. With our family of companies we are able to provide excellent service throughout the…

    More

  • The Mortgage Collaborative

    The Mortgage Collaborative

    An Independent Network of Mortgage Lending

    Undisclosed
    Undisclosed
    10 - 49
    San Diego, CA
    Service Focus

    The Mortgage Collaborative was to empower mortgage lenders across the country with better financial execution, reduced costs, enhanced expertise and improved compliance, as well as helping our…

    More

  • C2 Financial Corporation

    C2 Financial Corporation

    Residential Mortgage Broker

    Undisclosed
    Undisclosed
    10 - 49
    San Diego, CA
    Service Focus

    C2 Financial Corporation is a mortgage brokerage/banker based out of San Diego, California. Founded in 2009 by management with combined industry experience of over 70 years, the company boasts over…

    More

  • Mission Driven Finance

    Mission Driven Finance

    Investment Firm in California

    Undisclosed
    Undisclosed
    10 - 49
    San Diego, CA
    Service Focus

    Mission Driven Finance is a private impact investment firm dedicated to building a financial system that ensures good businesses have access to sufficient, affordable capital. Built from the ground…

    More

  • Altegris

    Altegris

    Investment Management

    Undisclosed
    Undisclosed
    10 - 49
    San Diego, CA
    Service Focus

    Altegris is a pioneer in providing access to alternative sources of income and growth. With one of the leading research and investment teams focused solely on alternatives, Altegris follows a…

    More

  • LDG Commercial Real Estate

    LDG Commercial Real Estate

    San Diego's PREMIER Tenant Rep Pros

    Undisclosed
    Undisclosed
    2 - 9
    San Diego, CA
    Service Focus

    LDG Commercial Real Estate is a boutique commercial real estate firm that focuses on the representation of office, industrial, and retail tenants in the leasing or acquisition of real estate. With…

    More

  • MGE Properties

    MGE Properties

    WE ARE THE EXPERTS

    Undisclosed
    Undisclosed
    2 - 9
    San Diego, CA
    Service Focus

    MGE Properties is a private, San Diego based, commercial real estate investment firm focused on the ownership and management of select retail/office commercial real estate properties. MGE properties…

    More

  • Wilshire Quinn Capital, Inc.

    Wilshire Quinn Capital, Inc.

    Rapid Implementation. Proven Performance.

    Undisclosed
    Undisclosed
    2 - 9
    San Diego, CA
    Service Focus

    Wilshire Quinn Capital serves as managing partner of the Wilshire Quinn Income Fund, a direct portfolio lender that originates bridge loans secured by real estate located primarily in California.…

    More

  • Maggio Capital

    Maggio Capital

    Real Estate Investments and Loans.

    Undisclosed
    Undisclosed
    2 - 9
    San Diego, CA
    Service Focus

    Maggio Capital, Inc., is a direct, private or hard money loan lender in San Diego, California. We originate, underwrite and fund non-traditional mortgages on residential and commercial properties…

    More

  • Mortgage Alliance Group

    Mortgage Alliance Group

    Find the Right Mortgage Option for You!

    Undisclosed
    Undisclosed
    2 - 9
    San Diego, CA
    Service Focus

    The Mortgage Alliance Group is a broker with access to some aggressive lenders in California, Washington & Nevada. As a broker, we have access to many loan programs, which means there is rarely a…

    More

  • Trilion Capital

    Trilion Capital

    We Lend To Your Success

    Undisclosed
    Undisclosed
    2 - 9
    San Diego, CA
    Service Focus

    Trilion Capital is one of California's leading private hard money lenders focused on providing short-term financing to a growing niche of residential fix & flip builders. The company provides…

    More

  • HCAP Partners

    HCAP Partners

    Seeking To Generate Above Market Returns.

    Undisclosed
    Undisclosed
    2 - 9
    San Diego, CA
    Service Focus

    HCAP Partners is a provider of growth capital to lower-middle market companies throughout California and the Western United States. The firm, formerly named Huntington Capital, was founded in 2000…

    More

  • Real Estate Worldwide

    Real Estate Worldwide

    Real Estate Investment Training & Coaching

    Undisclosed
    Undisclosed
    2 - 9
    San Diego, CA
    Service Focus

    Real Estate Worldwide (REWW), is a multi-faceted real estate investment education and training company with headquarters in La Jolla, CA and additional offices in Scottsdale, Arizona. REWW offers…

    More

  • Goal Investment Management

    Goal Investment Management

    Investment Management

    Undisclosed
    Undisclosed
    2 - 9
    San Diego, CA
    Service Focus

    We are an investment firm based in San Diego, CA focused on unsecured consumer finance. We have developed a unique platform that combines active servicing, deep data and analytics, and capital…

    More

  • Bunker Hill Capital

    Bunker Hill Capital

    Private Equity Firms, Massachusetts

    Undisclosed
    Undisclosed
    2 - 9
    San Diego, CA
    Service Focus

    Bunker Hill Capital is a private equity firm that makes control investments in lower middle market companies with typical enterprise values ranging between $30 million and $120 million. We have over…

    More

  • TaliMar Financial

    TaliMar Financial

    Direct. Transparent. Aggressive

    $250,000+
    $300+ / hr
    2 - 9
    San Diego, CA
    Service Focus

    TaliMar Financial is a California hard money lender that specializes in funding residential and commercial fix and flip, construction, and bridge loans. We work closing with real estate investors,…

    More

  • Alcoe International LLC

    Alcoe International LLC

    International Services

    Undisclosed
    Undisclosed
    2 - 9
    San Diego, CA
    Service Focus

    Alcoe International LLC was born on June 2004 with the vision of providing tailored solutions to enterprises, to which we offer the bicultural knowledge of doing business internationally,…

    More

  • CalEgan Associates

    CalEgan Associates

    Privately Held Services Company in San Diego

    Undisclosed
    Undisclosed
    2 - 9
    San Diego, CA
    Service Focus

     CalEgan Associates is a privately held services company located in San Diego.
     The company Founders have built long-term relationships with one of Southern California's most successful (…

    More

  • The Nations Mortgage Solution

    The Nations Mortgage Solution

    San Diego Financial Services

    Undisclosed
    Undisclosed
    2 - 9
    San Diego, CA
    Service Focus

    We help out individuals who cannot refinance their homes due to hardships. We have attorney's on staff who negotiate with the lenders to provide a more suitable mortgage for the borrower. Can…

    More

  • GMH Loans

    GMH Loans

    Your Commercial Real Estate Lending Partner

    Undisclosed
    Undisclosed
    2 - 9
    San Diego, CA
    Service Focus

    We are a Boutique Commercial Real Estate loan expert – including Hard Money/ Private Lending – the professionals at GMH Loans know that time is critical for investors sourcing funding for investment…

    More

  • Kalo Capital Management, LLC

    Kalo Capital Management, LLC

    Investment Management in San Diego, CA.

    Undisclosed
    Undisclosed
    2 - 9
    San Diego, CA
    Service Focus

    Kalo manages investor capital via a hedged long/short equity fund or separately managed accounts, geared for strong risk-adjusted alpha-driven returns with controlled downside risk. We focus on out-…

    More

  • Bank of Southern California

    Bank of Southern California

    Community Business Bank

    Undisclosed
    Undisclosed
    50 - 249
    Carlsbad, CA
    Service Focus

    A growing community bank, established in 2001, Bank of Southern California, N.A., with headquarters in San Diego, CA, is locally owned and managed, and offers a range of financial products to…

    More

  • Brixmor Property Group

    Brixmor Property Group

    Retailer-Focused. Performance-Driven.

    Undisclosed
    Undisclosed
    250 - 999
    Carlsbad, CA
    Service Focus

    Brixmor owns and operates one of the nation's largest portfolios of open-air shopping centers, with more than 475 commercial real estate properties strategically located across 36 states. Our…

    More

  • Innovative Lease Services, Inc.

    Innovative Lease Services, Inc.

    Business Financing Solution

    Undisclosed
    Undisclosed
    10 - 49
    Carlsbad, CA
    Service Focus

    Innovative Lease Services, Inc (ILS) is a provider of Commercial Equipment Financing & Leasing services for businesses in all 50 states and Canada. Our company specializes in custom tailoring…

    More

  • Global Building LLC

    Global Building LLC

    Navigating Real Estate, Building Value

    Undisclosed
    Undisclosed
    10 - 49
    Carlsbad, CA
    Service Focus

    Global Building is a private equity real estate investment firm that acquires properties through a number of investment vehicle structures and has purchased over $50 million of assets since its…

    More

  • NMS Capital Advisors, LLC

    NMS Capital Advisors, LLC

    Global Focused Investment Banking

    Undisclosed
    Undisclosed
    2 - 9
    Carlsbad, CA
    Service Focus

    NMS Capital Advisors, LLC is a leading full service, global focused investment banking, securities and asset management firm headquartered in Beverly Hills, CA. We provide a full array of investment…

    More

  • Vanguard Resource Group

    Vanguard Resource Group

    The Leader in Private Business Sales

    Undisclosed
    Undisclosed
    2 - 9
    San Diego, CA
    Service Focus

    Vanguard Resource Group, the leader in private business sales in San Diego, is staffed with some of the industry’s best-qualified and most experienced business brokers. Our professionals have all…

    More

  • Verliance Inc.

    Verliance Inc.

    Commercial Debt Recovery the Best Way...Your Way

    Undisclosed
    Undisclosed
    10 - 49
    Temecula, CA
    Service Focus

    California based Collections Firm offering Debt Recovery Services, Financial investigation, Litigation, and Mediation services to B2B companies across North America. Our clients are made up of some…

    More

  • FK Capital Fund, Inc.

    FK Capital Fund, Inc.

    Financing Tailored Around The Client, Always.

    Undisclosed
    Undisclosed
    2 - 9
    San Clemente, CA
    Service Focus

    FK Capital Fund is a direct bridge lender & wholesale hard money lender based in San Clemente, California. We successfully serve California’s bridge lending market by providing short-term private…

    More

  • 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

  • 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…

    More

  • Citation Capital Partners, Inc.

    Citation Capital Partners, Inc.

    Real Estate Financing Specialists

    Undisclosed
    Undisclosed
    2 - 9
    San Juan Capistrano, CA
    Service Focus

    Citation Capital Partners, Inc. is a leading commercial mortgage brokerage and consulting firm specializing in financing construction, discounted note purchase, permanent, bridge, structured,…

    More

  • 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…

    More

  • 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…

    More

  • Undisclosed
    Undisclosed
    2 - 9
    Ladera Ranch, CA
    Service Focus

    Pivotal Capital Group is a direct lender providing financing for non-owner occupied residential properties throughout California.
    We lend on fix and flips, ground up construction, bridge/acquisition…

    More

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

    San Diego Capital Management Services, LLC is a private equity alternative investment company headquartered in Solana Beach, California. The company acquires, improves, and manages a diversified…

    More

Let our team find the right match for you.

Request a Free Shortlist

Something went wrong. Please try again.