Company lists · Data refreshed September 2026

Top 25 Co-investment firms based in Newport Beach, United States

Name: Co-investment firms based in Newport Beach, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 48 companies tracked

RevenueBase identified 48 co-investment firms headquartered in Newport Beach, United States as of September 2026 and tracks 198 professional contacts across them, including 90 with verified work emails. Across the United States, New York is the largest hub for this category (945 companies); Newport Beach has 48.

This list covers co-investment firms 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 27, 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 27, 2026 86% judged on-target in blind review

48Companies

198Contacts tracked

90Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest co-investment firms based in Newport Beach, United States

Ranked by team size

Top 25 of 48 co-investment firms based in Newport Beach, United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to co-investment firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Revitate	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	11-50	18 contacts →
	Partial evidence “Based in Newport Beach, California, Revitate is an alternative investment management firm focused on high-potential strategies in real estate, consumer brands, and sports.” Source: RevenueBase Database · checked Sep 27, 2026
2	Rx3 Growth Partners	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	1-10	16 contacts →
	Indirect evidence “RX3 Growth Partners is an institutional growth equity firm focused on the consumer sector.” Source: RevenueBase Database · checked Sep 27, 2026
3	Clearview Capital	Partial evidence	Newport Beach, United StatesHQ checked Sep 27, 2026	501-1,000	15 contacts →
	Partial evidence “Headquartered in Newport Beach, California, Clearview Hotel Capital, LLC is a privately-held hotel investment and advisory company focused on acquiring and asset-managing hotels…” Source: RevenueBase Database · checked Sep 27, 2026
4	Jupiter Holdings LLC	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	1-10	11 contacts →
	Partial 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 27, 2026
5	Ault & Company, INC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	11-50	9 contacts →
	Indirect evidence “Ault & Company is a private holding company located in Orange County, California with a focus on Private Equity and Venture Capital.” Source: RevenueBase Database · checked Sep 27, 2026
6	Tailwind Investment Group	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	1-10	8 contacts →
	Partial evidence “Tailwind Investment Group is a Southern California-based investment firm with the intent to acquire, manage and re-position multifamily real estate investments with a focus on…” Source: RevenueBase Database · checked Sep 27, 2026
7	Ankona Capital	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	1-10	8 contacts →
	Indirect evidence “Ankona invests $5 to $10M into early growth-stage B2B software companies generating $5 to $15M in recurring revenues.” Source: RevenueBase Database · checked Sep 27, 2026
8	Intrust Property Group	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	1-10	6 contacts →
	Partial evidence “InTrust is an owner-driven diversified real estate investment company whose Principals have an established track record in development and real estate debt and equity Investments.” Source: RevenueBase Database · checked Sep 27, 2026
9	American Colonial Capital	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	11-50	5 contacts →
	Partial evidence “Founded in 2013, American Colonial Capital (“ACC”) is a vertically integrated, diversified investment company formed by industry leaders with investment and operational expertise…” Source: RevenueBase Database · checked Sep 27, 2026
10	Systm Brands	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	1-10	5 contacts →
	Indirect evidence “SYSTM Brands is a team of proven executives, experienced operators and passionate founders who are dedicated to growing brands that deliver truly impactful and innovative products.” Source: RevenueBase Database · checked Sep 27, 2026
11	Riviera Capital Partners	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	1-10	5 contacts →
	Indirect evidence “Riviera Capital is a leading private equity firm investing in micro-cap companies.” Source: RevenueBase Database · checked Sep 27, 2026
12	Abora Capital	Indirect evidence	Newport Beach, United StatesHQ checked Sep 27, 2026	201-500	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026
13	Valkyrie	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	1-10	4 contacts →
	Indirect evidence “Valkyrie Brands, LLC (‘Valkyrie’), Private Equity.” Source: RevenueBase Database · checked Sep 27, 2026
14	Eagle Four Partners	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	201-500	3 contacts →
	Indirect evidence “Eagle Four Partners has participated as the lead equity investor in numerous real estate transactions throughout the United States, including most notably the acquisition of the…” Source: RevenueBase Database · checked Sep 27, 2026
15	Aero-Mark, LLC	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	1-10	3 contacts →
	Partial evidence “Aero-mark, LLC is a private investment firm with over 35 years of experience in the acquisition, growth, and improvement of companies.” Source: RevenueBase Database · checked Sep 27, 2026
16	XMF Capital	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	1-10	3 contacts →
	Partial evidence “XMF Capital is a global private investment firm.” Source: RevenueBase Database · checked Sep 27, 2026
17	Five Crowns Capital	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	1-10	3 contacts →
	Partial evidence “Founded in January 2003, Five Crowns Capital is a private investment firm that sponsors buyouts of small and middle market companies.” Source: RevenueBase Database · checked Sep 27, 2026
18	Ranchharbor	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	1-10	3 contacts →
	Partial evidence “RanchHarbor is an integrated, commercial real estate investment firm based in Newport Beach, Calif.” Source: RevenueBase Database · checked Sep 27, 2026
19	Axle Point Capital	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	1-10	2 contacts →
	Indirect evidence “Axle Point Capital leverages its extensive experience in the lower middle market business services and diversified industrials sectors to invest in and partner with talented…” Source: RevenueBase Database · checked Sep 27, 2026
20	Excelsior Capital Partners, LLC	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	11-50	2 contacts →
	Indirect evidence “Excelsior Capital Partners is focused on investing in distressed debt, special situations, and specialty lending across commercial real estate and operating companies.” Source: RevenueBase Database · checked Sep 27, 2026
21	Pelican Point Investment Group, LLC	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	11-50	2 contacts →
	Strong evidence “Pelican Point Investment Group is a merchant bank providing direct investment & co-investment, capital advisory & introduction, bridge financing, as well as debt and equity raise…” Source: RevenueBase Database · checked Sep 27, 2026
22	Groundswell Real Estate	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	51-200	1 contacts →
	Partial evidence “A new Commercial Real Estate equity investment platform, Groundswell Real Estate Investments, LLC is an affiliate of Columnar West Holdings, LLC and Traylor Capital.” Source: RevenueBase Database · checked Sep 27, 2026
23	Pelican Point Capital Partners, LLC	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	11-50	1 contacts →
	Strong evidence “Pelican Point Capital Partners is a merchant bank providing direct investment & co-investment, capital advisory & introduction, bridge financing, as well as debt and equity raise…” Source: RevenueBase Database · checked Sep 27, 2026
24	Capy Capital	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	1-10	1 contacts →
	Indirect evidence “We buy and grow family owned businesses.” Source: RevenueBase Database · checked Sep 27, 2026
25	TBG Equity	Indirect evidence	Newport Beach, CA, United StatesHQ checked Sep 27, 2026	1-10	1 contacts →
	Indirect evidence “TBG Equity was founded by a team that partners with current business owners to invest and grow companies.” Source: RevenueBase Database · checked Sep 27, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: co-investment firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names co-investment firms.
Partial evidence: Its own public description names part of co-investment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name co-investment firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 48 co-investment firms based in Newport Beach, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 90 reachable decision-makers.

Free signup · no credit card

View the full list →

Co-investment firms based in Newport Beach, United States at a glance

As of Sep 27, 2026

45.5%Verified-email coverage

4.1Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 48 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 co-investment firms, 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 “co-investment firms”. 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 co-investment firms), 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 co-investment firms, 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, 90 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 27, 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.

Co-investment firms by metro in the United States

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 co-investment firms, 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 co-investment firms are there based in Newport Beach, United States?

RevenueBase identified 48 co-investment firms 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?

Revitate, headquartered in Newport Beach, tops this list with the largest team on record.

Which city in the United States has the most co-investment firms?

New York leads the United States with 945 headquartered companies, followed by San Francisco (268) and Chicago (250). Newport Beach has 48.

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 90 verified decision-maker contacts tracked across these 48 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 27, 2026.

Ready to reach these companies? Verified emails and direct dials for all 48 co-investment firms based in Newport Beach, United States. Start with a free account, no credit card.

Download this list →

Related lists

Co-investment firms by geography

Browse the directory

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.