Company lists · Data refreshed September 2026

Top 18 Alternative investment funds based in Newport Beach, United States

RevenueBase identified 31 alternative investment funds headquartered in Newport Beach, United States as of September 2026 and tracks 383 professional contacts across them, including 276 with verified work emails. New York is the largest hub.

This list covers alternative investment funds headquartered in Newport Beach, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
31Companies
383Contacts tracked
276Verified emails
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The 18 largest alternative investment funds based in Newport Beach, United States

Ranked by team size
Top 18 of 31 alternative investment funds based in Newport Beach, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to alternative investment funds: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 2026201-500258 contacts →

Partial evidence

“SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $270 billion in assets, representing more than 2,500…”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 202611-5018 contacts →

Indirect evidence

“Founded in Hollencrest has grown into one of the largest boutique wealth management firms in Southern California, with nearly $3 billion in client assets.”

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 202611-5017 contacts →

Partial evidence

“Primior is an innovative real estate private equity investment firm in Southern California.”

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 202611-5016 contacts →

Partial evidence

“Surlamer Investments is a private wealth management firm that invests in private companies, real estate and publicly traded securities.”

Source: RevenueBase Database · checked Sep 19, 2026
5Strong evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-1011 contacts →

Strong evidence

“Jupiter Holdings LLC is a Newport Beach, California-based private investment firm specializing in alternative investments and the pursuit of superior absolute returns.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 202611-506 contacts →

Partial evidence

“We are thrilled to announce the successful completion of the acquisition of Pacific Asset Management by Aristotle Capital Management, a leading global investment management…”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-106 contacts →

Partial evidence

“At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 202611-506 contacts →

Partial evidence

“Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 202611-504 contacts →

Partial evidence

“Founded in 1978, Investors Trust is a privately held real estate investment and asset management firm located in Newport Beach, California.”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“Headquartered in Newport Beach, California, Group 206 is a private investment management firm.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“Prattes Wealth Partners (PWP) was founded in Orange County, CA, as an independent investment management company.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Bell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Founded in 1960 by visionary entrepreneur Ron Krajian, K Investment Co.”

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Fourth Point Wealth works with families and organizations with big goals to clarify their "why" and learn the "how" in their investment plans to eliminate confusion, build…”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 202611-501 contacts →

Indirect evidence

“Harbor Wealth Global (HWG), is a private financial institution headquartered in Newport Beach, California.”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

Investment Management”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Financial Planning and Investment Management Firm”

Source: RevenueBase Database · checked Sep 19, 2026
18Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“We are an advisory firm that focuses on managing family offices/UHNW clients applying institutional investment approaches for individuals in private markets, non-traditional asset…”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 18 of 31 alternative investment funds based in Newport Beach, United States

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Alternative investment funds based in Newport Beach, United States at a glance

As of Sep 19, 2026
72.1%Verified-email coverage
12.4Average contacts per company
1-10Median size (employees)
1625.8%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
21
11-50
9
201-500
1

Email recency for this list is measured across the whole United States list rather than for Newport Beach, so it is reported there. Company counts and contact totals on this page are exact for Newport Beach, over 31 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among alternative investment funds, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Newport Beach, United States whose own description of what they do matches “alternative investment funds”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names alternative investment funds), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among alternative investment funds, and records with no verified work email. Companies headquartered outside Newport Beach are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 276 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names alternative investment funds, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many alternative investment funds are there based in Newport Beach, United States?

RevenueBase identified 31 alternative investment funds headquartered in Newport Beach, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Sageview Advisory Group, headquartered in Newport Beach, tops this list with the largest team on record.

Which city has the most alternative investment funds?

New York leads with 504 headquartered companies, followed by Chicago (107) and Boston (99).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 276 verified decision-maker contacts tracked across these 31 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.