Asset management companies in California play a pivotal role in investing and managing clients' funds towards achieving financial objectives. These firms vary in size from boutique advisors to large institutions and encompass a wide range of specializations, including equities, fixed income, and alternative investments. The industry is increasingly focused on integrating technology for efficiency as regulatory requirements grow. ESG (Environmental, Social, and Governance) concerns are also becoming crucial, with many firms adjusting strategies to support sustainable investing. The landscape is evolving, signifying a future defined by innovation and ethical responsibility in managing investments.

The companies listed represent a robust segment of California's asset management sector, highlighting firms founded from the mid-20th century to recent years. These firms vary in scale, from large organizations like American Funds to smaller, specialized teams such as Anfield Capital. Most operate out of Los Angeles and San Francisco, offering services like wealth management, private equity investments, and personalized financial planning. Each company brings a unique strategy, with many emphasizing responsible investing and extensive global outreach.

Continue reading to discover the top asset management companies in California.

Top 25 Asset Management Companies in California

1. American Funds

• Website: americanfunds.com
• Ownership type: Private
• Headquarters: Los Angeles, California, United States (USA)
• Founded year: 1931
• Headcount: 5001-10000
• LinkedIn: american-funds

American Funds, a part of Capital Group, is an investment management firm based in Los Angeles, California. Founded in 1931, the company has built a strong reputation for its commitment to helping clients achieve their financial goals. American Funds offers a range of financial services, including investment management, wealth planning, and retirement solutions. They cater to individual investors, financial professionals, and institutions, providing tailored investment strategies that align with clients' specific needs. With a focus on long-term investment success, American Funds has helped millions of investors worldwide. Their approach emphasizes research-driven insights and a multi-manager structure, which allows for a comprehensive investment strategy. The firm operates without reported funding, relying instead on its established market presence and client relationships to drive growth.

2. Capital Group

• Website: capitalgroup.com
• Ownership type: Private
• Headquarters: Los Angeles, California, United States (USA)
• Employee distribution: United States (USA) 83%, United Kingdom (UK) 8%, Singapore 2%, Other 7%
• Founded year: 1931
• Headcount: 5001-10000
• LinkedIn: capital-group

Capital Group, founded in 1931 and headquartered in Los Angeles, California, is a prominent investment management firm. It offers a wide array of financial services, including mutual funds, private equity, and investment advisory services. The firm caters to individual investors, high net worth clients, and institutional organizations, providing tailored investment strategies to help them meet their financial objectives. With a workforce of over 10,000 employees, Capital Group has a significant presence in the asset management industry. The firm is recognized for its disciplined investment approach and commitment to long-term success, managing substantial assets across various investment vehicles. Its global reach includes operations in the United States, the United Kingdom, and Singapore, among other locations, allowing it to serve a broad client base effectively.

3. Pimco

• Website: pimco.com
• Ownership type: Private
• Headquarters: Newport Beach, California, United States (USA)
• Employee distribution: United States (USA) 66%, United Kingdom (UK) 15%, Ireland 3%, Other 15%
• Founded year: 1971
• Headcount: 1001-5000
• LinkedIn: pimco

Pacific Investment Management Company LLC (PIMCO) is an investment management firm based in Newport Beach, California. Established in 1971, Pimco has carved out a niche in the investment world, primarily focusing on fixed income investments. The firm offers a wide array of financial products, including mutual funds, exchange-traded funds (ETFs), interval funds, and closed-end funds. Pimco's investment strategies are designed to generate income while effectively managing risk, particularly in volatile market conditions. The firm serves a broad clientele, including institutional investors and individual clients, and is recognized for its insights and research on economic trends and market dynamics. With a workforce of over 4,200 employees, Pimco operates not only in the United States but also has a significant presence in the United Kingdom, Ireland, Singapore, and Hong Kong. The firm is registered with the U.S. Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority, underscoring its commitment to regulatory compliance and investor protection.

4. Brandes Investment Partners

• Website: brandes.com
• Ownership type: Private
• Headquarters: San Diego, California, United States (USA)
• Employee distribution: United States (USA) 94%, Singapore 3%, Ireland 3%
• Founded year: 1974
• Headcount: 201-500
• LinkedIn: brandes-investment-partners

Brandes Investment Partners, L.P. is an investment management firm based in San Diego, California, with a history dating back to 1974. The firm specializes in discretionary investment management services, focusing on global equity and fixed-income assets. Brandes serves a wide array of clients, including individuals, financial advisors, and institutional investors, helping them achieve their financial goals through various investment strategies. The firm is known for its value-oriented approach, applying this philosophy consistently across all managed portfolios. With a workforce of approximately 243 employees, Brandes has a significant presence in the asset management industry, operating primarily in the United States, with additional offices in Singapore and Ireland. Their commitment to responsible investing and client service further underscores their role in the investment community.

5. SS&C Advent

• Website: advent.com
• Ownership type: Corporate
• Headquarters: San Francisco, California, United States (USA)
• Employee distribution: United States (USA) 62%, India 9%, China 7%, Other 22%
• Latest funding: $2.7B, February 2015
• Founded year: 1983
• Headcount: 1001-5000
• LinkedIn: ssc-advent

SS&C Advent, founded in 1983 and based in San Francisco, California, is a prominent player in the financial technology sector. The company offers a comprehensive suite of solutions designed specifically for asset managers, wealth managers, and alternative investment firms. Their services include portfolio management, accounting, trading, compliance, and data management, all aimed at optimizing workflows and improving client relationships. With a workforce of around 1,710 employees, SS&C Advent operates globally, with a significant presence in the United States and other countries such as India, China, and the United Kingdom. The company has received substantial funding, amounting to $2.7 billion, which reflects investor confidence in their business model and growth potential. SS&C Advent's technology solutions are integral to the operational success of many financial institutions, making them a key player in the asset management industry.

6. FPA (First Pacific Advisors)

• Website: fpa.com
• Ownership type: Private
• Headquarters: Los Angeles, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1954
• Headcount: 51-200
• LinkedIn: first-pacific-advisors

First Pacific Advisors (FPA) is an investment management firm based in Los Angeles, California, founded in 1954. The company specializes in offering a range of mutual funds and investment products tailored for both individual and institutional investors. FPA is dedicated to professional management of investment portfolios, aiming to help clients achieve their financial objectives through strategic investment choices. The firm manages several funds, including the FPA Crescent Fund and the FPA Flexible Fixed Income Fund, among others. FPA has a strong emphasis on research and analysis, which informs their investment strategies. They have also been recognized in the industry, receiving nominations for awards such as the Morningstar Fixed Income Manager of the Year, reflecting their commitment to performance and responsible fund stewardship.

7. Tcw

• Website: tcw.com
• Ownership type: Private Equity
• Headquarters: Los Angeles, California, United States (USA)
• Employee distribution: United States (USA) 95%, Other 5%
• Latest funding: December 2017
• Founded year: 1971
• Headcount: 501-1000
• LinkedIn: thetcwgroup

The TCW Group, Inc., founded in 1971 and headquartered in Los Angeles, California, is an investment management firm that specializes in a wide array of financial products. These include mutual funds, exchange-traded funds (ETFs), and various investment strategies designed to cater to both institutional and individual investors. TCW is known for its focus on asset management and advisory services, helping clients navigate complex investment landscapes to achieve their financial objectives. The firm manages one of the largest mutual fund complexes in the U.S. through its TCW MetWest and TCW fund families, offering a variety of fixed income and equity funds. Furthermore, TCW has recently expanded its offerings to include a new ETF platform, enhancing its investment vehicle range. The firm also emphasizes sustainability and corporate social responsibility in its investment policies, reflecting a modern approach to asset management.

8. Bitwise Asset Management

• Website: bitwiseinvestments.com
• Ownership type: Venture Capital
• Headquarters: San Francisco, California, United States (USA)
• Employee distribution: United States (USA) 78%, United Kingdom (UK) 20%, Germany 2%
• Latest funding: $70.0M, February 2025
• Founded year: 2017
• Headcount: 51-200
• LinkedIn: bitwise-asset-management

Bitwise Asset Management, based in San Francisco, California, is an investment management firm that specializes in cryptocurrency and digital assets. Established in 2017, the firm has developed a suite of investment products designed to provide exposure to the growing crypto market. This includes crypto index funds and exchange-traded funds (ETFs) tailored for both individual and institutional investors. Bitwise has a dedicated team of over 60 professionals with expertise in technology, asset management, and law, which enhances their ability to manage complex crypto investments. The firm has launched 20 products that cover a range of crypto assets, equities, hedge funds, and NFT collections. Recently, they secured $70 million in funding, indicating strong investor confidence in their approach and future potential.

9. Avantis Investors

• Website: avantisinvestors.com
• Ownership type: Private
• Headquarters: Los Angeles, California, United States (USA)
• Employee distribution: United States (USA) 98%, Australia 2%
• Founded year: 2019
• Headcount: 1001-5000
• LinkedIn: avantisinvestors

Avantis Investors is an investment management firm based in Los Angeles, California, founded in 2019. The company specializes in providing a range of investment solutions, including exchange-traded funds (ETFs) and mutual funds, primarily targeting institutional and professional investors. Avantis emphasizes low-cost, efficient asset management strategies that leverage academic research to enhance expected returns and manage risks. Their investment philosophy integrates aspects of indexing, such as broad diversification and tax efficiency, with active oversight of company valuations. This unique blend aims to deliver value-added solutions that fit seamlessly into investors' asset allocations. Avantis is backed by American Century Investments, a significant player in the asset management industry, which lends additional support and resources to their operations. The firm has not reported any external funding, indicating a self-sustaining growth model since its inception.

10. Fairview Capital Investment Management, LLC

• Website: fairviewcap.com
• Ownership type: Private
• Headquarters: Kentfield, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1995
• Headcount: 11-50
• LinkedIn: fairview-capital-investment-management

Fairview Capital Investment Management, LLC is a wealth management firm based in Kentfield, California, with a secondary office in Pittsburgh, Pennsylvania. Established in 1995, the company specializes in providing personalized financial planning and investment management services to a range of clients, including individuals, families, trusts, and institutional investors. With a focus on building deep, trusting relationships, Fairview Capital manages over $1.6 billion in assets as of March 31, 2022. The firm prides itself on its holistic approach to wealth management, which includes comprehensive financial planning and a disciplined investment process. Their team of experienced professionals is dedicated to understanding each client's unique financial situation, ensuring that advice is tailored to meet specific needs. Fairview Capital also emphasizes transparency in its operations, allowing clients to understand their investments and associated fees clearly. The firm is committed to community involvement, supporting local nonprofits and encouraging employee participation in volunteer activities. As an independent Registered Investment Advisor (RIA), Fairview Capital has a fiduciary duty to act in the best interests of its clients, reinforcing its commitment to ethical and effective wealth management.

11. McMorgan & Company

• Website: mcmorgan.com
• Ownership type: Private
• Headquarters: San Francisco, California, United States (USA)
• Employee distribution: United States (USA) 81%, United Kingdom (UK) 9%, Canada 9%
• Founded year: 1969
• Headcount: 11-50
• LinkedIn: mcmorgan-%26-company

McMorgan & Company, based in San Francisco, California, is an investment management firm that has been operational since 1969. With a workforce of around 52 employees, the firm specializes in managing assets for both individual and institutional clients. As of June 30, 2024, McMorgan manages approximately $10.4 billion in assets, which includes about $7.0 billion of regulatory assets under management and an additional $3.4 billion for which they act solely as a client service agent. The firm prides itself on fostering long-term relationships with clients, emphasizing a personalized approach to financial advice. McMorgan also actively supports philanthropic initiatives, reflecting its commitment to social responsibility. Their investment strategy is characterized by a focus on high-quality businesses, with a disciplined process that seeks to capitalize on market inefficiencies. This approach, combined with their extensive experience, positions McMorgan as a relevant player in the asset management industry.

12. Redmile Group

• Website: redmilegroup.com
• Ownership type: Private
• Headquarters: San Francisco, California, United States (USA)
• Employee distribution: United States (USA) 86%, France 14%
• Founded year: 2007
• Headcount: 11-50
• LinkedIn: redmile-group

Redmile Group is an investment management firm based in San Francisco, California, with an additional office in New York City. Founded in 2007, the firm specializes in asset management and investment strategies tailored to meet the financial goals of its clients, which include high-net-worth individuals and institutional investors. With a team of approximately 76 employees, Redmile Group emphasizes a client-centric approach, focusing on delivering effective investment management solutions. The firm has established itself within the financial services sector, demonstrating a commitment to helping clients navigate the complexities of investment opportunities. Redmile Group operates primarily in the United States, with a small presence in France, indicating its strategic focus on key markets.

13. Osterweis Capital Management

• Website: osterweis.com
• Ownership type: Private
• Headquarters: San Francisco, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1983
• Headcount: 51-200
• LinkedIn: osterweis-capital-management

Osterweis Capital Management, based in San Francisco, California, is an investment management firm that has been operational since 1983. The firm specializes in managing assets for high net worth individuals, families, and institutions, offering a variety of mutual funds and managed accounts. Their investment philosophy emphasizes capital preservation and long-term growth, which resonates with their clients' financial goals. With a dedicated team of professionals, Osterweis focuses on navigating financial markets to help clients achieve their investment objectives. The firm has a history of adapting its strategies to meet evolving market conditions, showcasing its commitment to client success. As of now, Osterweis manages approximately $7.4 billion in assets, reflecting its established position in the industry. The firm prides itself on its disciplined investment approach and has built lasting relationships with many of its clients over decades.

14. Aetos Alternatives Management

• Website: aetos.com
• Ownership type: Private
• Headquarters: Menlo Park, California, United States (USA)
• Employee distribution: United States (USA) 90%, Singapore 10%
• Founded year: 2001
• Headcount: 11-50
• LinkedIn: aetos-alternatives-management

Aetos Alternatives Management is an investment management firm based in Menlo Park, California, founded in 2001 by Anne Casscells and Michael Klein. The firm specializes in providing tailored investment solutions for global institutions, focusing on optimizing asset allocation and enhancing investment strategies. Aetos offers a range of services, including Outsourced CIO, Co-Investment Capabilities, and customized solutions, catering to the unique needs of their clients. The firm is committed to integrating Environmental, Social, and Governance (ESG) factors into its investment process, reflecting a strong dedication to sustainable investing. Aetos has built a reputation for acting as an extension of its clients' teams, providing high-touch service and fostering long-term partnerships. Their involvement in the industry is further underscored by their participation in initiatives aimed at promoting responsible investing practices. Aetos has received recognition for its workplace culture, being named one of the Best Places to Work in Money Management multiple times, which highlights its focus on employee satisfaction and professional growth.

15. Investment Placement Group

• Website: investipg.com
• Ownership type: Private
• Headquarters: San Diego, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1983
• Headcount: 51-200
• LinkedIn: investment-placement-group

Investment Placement Group (IPG) is a private wealth management firm based in San Diego, California, with additional offices in Miami and Tucson. Founded in 1983, IPG specializes in providing customized financial solutions to high-net-worth individuals, families, and institutional clients. The firm prides itself on its fiduciary approach, ensuring that client interests are prioritized in all financial dealings. With nearly four decades of experience, IPG has evolved from a broker-dealer to a comprehensive wealth management firm, offering services that include wealth management, institutional services, and asset management. Their asset management division focuses on delivering tailored investment strategies, including proprietary funds that target fixed income and alternative investments. IPG's commitment to ethical standards and client confidentiality has helped them build a solid reputation in the financial industry, making them a trusted partner for their clientele.

16. Hotchkis & Wiley Capital Management

• Website: hwcm.com
• Ownership type: Private Equity
• Headquarters: Los Angeles, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: January 2001
• Founded year: 1980
• Headcount: 51-200
• LinkedIn: hotchkis-and-wiley-capital-management

Hotchkis & Wiley Capital Management, based in Los Angeles, California, is an investment management firm that specializes in value equity strategies and high yield credit. Established in 1980, the firm has built a reputation for its disciplined approach to investment, focusing on thorough analysis to identify undervalued securities. They cater to a range of clients, including institutional investors such as public plans, corporations, and non-profits, as well as individual investors. The firm manages a variety of investment strategies across different market capitalizations, emphasizing a long-term perspective in their investment decisions. Hotchkis & Wiley has also been proactive in integrating ESG factors into their investment process, reflecting a commitment to responsible investing. Their team, averaging 26 years of industry experience, collaborates closely to ensure rigorous research and effective asset management. The firm has not reported any recent funding, indicating stability and self-sufficiency in its operations.

17. Angeles Investments

• Website: angelesinvestments.com
• Ownership type: Private
• Headquarters: Santa Monica, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2001
• Headcount: 11-50
• LinkedIn: angeles-investments

Angeles Investments, based in Santa Monica, California, is an investment management firm that specializes in providing outsourced investment office services and private wealth management. Established in 2001, the firm has grown to manage approximately $40.4 billion in assets, which includes $6.4 billion in discretionary assets and $32.3 billion in advisory assets. Angeles serves a range of clients, including institutions like foundations and endowments, as well as high-net-worth individuals. The firm prides itself on its fiduciary role, acting as a co-fiduciary with clients to enhance their investment strategies and governance. With a team averaging over 25 years of industry experience, Angeles is committed to delivering tailored investment solutions that align with clients' unique financial objectives. The firm is also recognized for its ethical practices, being a certified B Corp and a signatory of the UN Principles for Responsible Investment (PRI).

18. Payden & Rygel

• Website: payden.com
• Ownership type: Private
• Headquarters: Los Angeles, California, United States (USA)
• Employee distribution: United States (USA) 82%, United Kingdom (UK) 14%, Italy 5%
• Founded year: 1983
• Headcount: 201-500
• LinkedIn: payden-%26-rygel

Payden & Rygel is an investment management firm based in Los Angeles, California, established in 1983. The company specializes in providing a variety of investment strategies and solutions tailored to both institutional and individual investors. With a strong emphasis on fixed income and equity portfolios, Payden & Rygel focuses on customized solutions and effective risk management to meet the specific needs of its clients, which include corporations, foundations, and high net worth individuals. The firm manages approximately $163.8 billion in assets under management and has a global footprint with offices in Boston, London, and Milan. Their independence, with ownership held entirely by senior portfolio managers and executives, allows for a high level of customization and direct access to resources for clients. Payden & Rygel is also committed to environmental, social, and governance (ESG) principles, integrating responsible investing into their strategies where applicable. This dedication to client service and adaptability to market changes has solidified their position in the investment management industry.

19. Aristotle

• Website: aristotlecap.com
• Ownership type: Private
• Headquarters: Los Angeles, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1993
• Headcount: 201-500
• LinkedIn: aristotlecap

Aristotle Capital Management, based in Los Angeles, California, is a private investment management firm that has been active since 1993. The company specializes in equity and fixed income portfolio management, offering a range of investment strategies to institutional and advisory clients worldwide. With a focus on active management and a research-driven approach, Aristotle aims to help clients achieve their long-term financial objectives. The firm manages approximately $88 billion in combined assets across its various affiliates, which include Aristotle Capital, Aristotle Boston, Aristotle Atlantic, Aristotle Credit, and Aristotle Pacific. Each affiliate operates independently, providing specialized investment solutions such as global equity, small cap equity, high yield, and strategic credit. Aristotle's commitment to sustainability and diversity is evident in its operations, and the firm is recognized for its experienced leadership team, with an average of 35 years of experience in the industry. The firm has a strong emphasis on client service and aims to build lasting relationships with its clients, making it a notable entity in the asset management sector.

20. Makena Capital Management, LLC

• Website: makenacap.com
• Ownership type: Private
• Headquarters: Menlo Park, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2005
• Headcount: 51-200
• LinkedIn: makena-capital

Makena Capital Management, LLC is an investment management firm based in Menlo Park, California, founded in 2005. The firm specializes in constructing diversified portfolios of alternative assets, catering primarily to clients such as endowments, foundations, and pensions. With a team of approximately 84 employees, Makena emphasizes a disciplined investment philosophy aimed at achieving long-term financial goals for its clients. The firm is particularly noted for its commitment to sustainable investing, integrating environmental, social, and governance (ESG) factors into its investment processes. Makena's approach includes thorough manager selection and due diligence, ensuring that they partner with high-quality investment managers. Their focus on responsible investing and the stewardship of client capital reflects a modern understanding of investment management, making them a relevant player in the industry.

21. Capital Guardian Trust Company

• Website: thecapitalgroup.com
• Ownership type: Private
• Headquarters: Los Angeles, California, United States (USA)
• Founded year: 1931
• Headcount: 5001-10000
• LinkedIn: capital-guardian-trust-company

Capital Guardian Trust Company, part of the Capital Group, is an investment management firm based in Los Angeles, California. Established in 1931, the company specializes in wealth management and financial advisory services. They offer customized investment solutions aimed at helping individual investors, institutions, and retirement plans achieve their financial objectives. With a focus on personalized strategies and insights, Capital Group has built a reputation for its commitment to client success. The firm operates with a philosophy centered on understanding client needs and delivering tailored investment plans. Their extensive experience in managing assets and providing financial guidance positions them as a relevant entity in the asset management industry.

22. Camden Asset Management, L.P.

• Website: camdenasset.com
• Ownership type: Private
• Headquarters: Los Angeles, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1991
• Headcount: 11-50
• LinkedIn: camden-asset-management

Camden Asset Management, L.P. is an asset management firm based in Los Angeles, California, founded in 1991. The firm specializes in investment management and portfolio management services, primarily catering to institutional clients. Camden is dedicated to achieving consistent excess returns over client-selected benchmarks through disciplined investment strategies. The company prides itself on its ethical standards and a collaborative team culture, which fosters a supportive environment for its employees. As an independent, employee-owned firm, Camden emphasizes transparency and alignment of interests with its clients, ensuring that their investment goals are met with integrity and diligence. With a stable long-term client base, Camden continues to navigate the complexities of the investment landscape, adapting its strategies to meet the evolving needs of its clients.

23. RNC Genter Capital Management

• Website: rncgenter.com
• Ownership type: Private
• Headquarters: Los Angeles, California, United States (USA)
• Founded year: 1968
• Headcount: 51-200
• LinkedIn: rnc-genter-capital-management

RNC Genter Capital Management, based in Los Angeles, California, has been a player in the investment management field since 1968. The firm specializes in managing portfolios for high net worth individuals, foundations, endowments, trusts, banks, insurance companies, employee benefits plans, and mutual funds. With a dedicated team of over 65 professionals, RNC Genter focuses on individualized portfolio management, adhering to a conservative investment philosophy. Their approach is designed to align with clients' financial goals, ensuring a tailored experience. The firm has seen steady asset growth in recent years, reflecting their commitment to client service and quality. Notably, RNC Genter was ranked #18 on CNBC’s FA 100 list in 2021, marking their second consecutive year on this prestigious ranking. They have also received accolades such as the PSN Top Guns Award for their taxable quality intermediate fixed income composite, underscoring their performance in the market.

24. Anfield Capital Management, LLC

• Website: anfieldcapital.com
• Ownership type: Private
• Headquarters: Irvine, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2009
• Headcount: 11-50
• LinkedIn: anfield-capital-management-llc

Anfield Capital Management, LLC, founded in 2009 and based in Irvine, California, is an investment management firm that specializes in providing insourced investment teams and customized investment solutions. The firm primarily serves financial intermediaries, foundations, and endowments, focusing on enhancing client engagement and improving investment outcomes through expert portfolio and risk management services. Anfield Capital's team has nearly 250 years of combined institutional investment management experience, which allows them to offer a high level of expertise and insight. Their approach is characterized by a commitment to collaboration, tailoring services to meet the unique needs of each client. Anfield Capital also emphasizes the importance of risk management and portfolio analytics, ensuring that clients receive informed guidance in their investment strategies.

25. Hall Capital Partners LLC

• Website: hallcapital.com
• Ownership type: Private
• Headquarters: San Francisco, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1994
• Headcount: 51-200
• LinkedIn: hall-capital-partners-llc

Hall Capital Partners LLC is an investment management firm based in San Francisco, California, founded in 1994 by Kathryn Hall. The firm specializes in managing large investment portfolios for families, endowments, and foundations, with a strong focus on long-term financial goals. Hall Capital employs a personalized approach, ensuring that each client receives tailored investment management and strategic advice. They emphasize Full Consequence Investing, which integrates financial returns with environmental and social outcomes, reflecting a commitment to responsible investing. The firm manages approximately $44 billion in assets and prides itself on a collaborative culture that values intellectual curiosity and creativity. Hall Capital is also notable for its commitment to diversity and inclusion, with 50% of its senior leadership being women. This focus on DEI is not only part of their internal culture but also influences their investment strategies, as they actively seek to partner with managers who prioritize these values.

Asset Management Insights: Key Companies in California

Company	Headquarter	Size	Founded	Ownership
American Funds	Los Angeles, California, United States (USA)	5001-10000	1931	Private
Capital Group	Los Angeles, California, United States (USA)	5001-10000	1931	Private
Pimco	Newport Beach, California, United States (USA)	1001-5000	1971	Private
Brandes Investment Partners	San Diego, California, United States (USA)	201-500	1974	Private
SS&C Advent	San Francisco, California, United States (USA)	1001-5000	1983	Corporate
FPA (First Pacific Advisors)	Los Angeles, California, United States (USA)	51-200	1954	Private
Tcw	Los Angeles, California, United States (USA)	501-1000	1971	Private Equity
Bitwise Asset Management	San Francisco, California, United States (USA)	51-200	2017	Venture Capital
Avantis Investors	Los Angeles, California, United States (USA)	1001-5000	2019	Private
Fairview Capital Investment Management, LLC	Kentfield, California, United States (USA)	11-50	1995	Private
McMorgan & Company	San Francisco, California, United States (USA)	11-50	1969	Private
Redmile Group	San Francisco, California, United States (USA)	11-50	2007	Private
Osterweis Capital Management	San Francisco, California, United States (USA)	51-200	1983	Private
Aetos Alternatives Management	Menlo Park, California, United States (USA)	11-50	2001	Private
Investment Placement Group	San Diego, California, United States (USA)	51-200	1983	Private
Hotchkis & Wiley Capital Management	Los Angeles, California, United States (USA)	51-200	1980	Private Equity
Angeles Investments	Santa Monica, California, United States (USA)	11-50	2001	Private
Payden & Rygel	Los Angeles, California, United States (USA)	201-500	1983	Private
Aristotle	Los Angeles, California, United States (USA)	201-500	1993	Private
Makena Capital Management, LLC	Menlo Park, California, United States (USA)	51-200	2005	Private
Capital Guardian Trust Company	Los Angeles, California, United States (USA)	5001-10000	1931	Private
Camden Asset Management, L.P.	Los Angeles, California, United States (USA)	11-50	1991	Private
RNC Genter Capital Management	Los Angeles, California, United States (USA)	51-200	1968	Private
Anfield Capital Management, LLC	Irvine, California, United States (USA)	11-50	2009	Private
Hall Capital Partners LLC	San Francisco, California, United States (USA)	51-200	1994	Private

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