Company lists · Data refreshed September 2026
Top 25 Family office private equity investors based in Newport Beach, United States
RevenueBase identified 70 family office private equity investors headquartered in Newport Beach, United States as of September 2026 and tracks 375 professional contacts across them, including 197 with verified work emails. Across the United States, New York is the largest hub for this category (657 companies); Newport Beach has 70.
This list covers family office private equity investors 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 28, 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.
The 25 largest family office private equity investors based in Newport Beach, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 87 contacts → | ||||
Indirect evidence “The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 18 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 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 16 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 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 12 contacts → | ||||
Indirect evidence “While money may not buy happiness, it certainly buys security and stability.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 10 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10 contacts → | ||||
Partial evidence “Clarity Capital Partners is a national, boutique Wealth Management firm specializing in financial guidance for entrepreneurs, multi-generational family legacies, retirees and key…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Strong evidence “Greenfield Solomon is a private equity firm that specializes in providing alternative financing for small-to-midsize companies and real estate syndications.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Indirect evidence “Whether you aspire to grow, preserve, or pass on your wealth, you can trust us to create personalized, long-term strategies that help you realize your goals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Strong evidence “PrideCo Capital Management is an established single-family office with locations in- Oakland, CA - Newport Beach, CA - Minneapolis, MN Founded in 2005, PrideCo was formed to serve…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Indirect 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 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Indirect evidence “Anchored in Strategy.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Indirect evidence “Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Indirect evidence “At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Strong evidence “Riviera Capital is a leading private equity firm investing in micro-cap companies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Strong evidence “River Valley Holdings, LLC is a California-based family office representing the interests of three generations.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Strong 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 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 contacts → | ||||
Indirect evidence “Preserving Legacy and Wealth for Future Generations.*Disclosures: Wealth Management Solutions is a DBA of Balboa Wealth Partners, Inc.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Strong evidence “Valkyrie Brands, LLC (‘Valkyrie’), Private Equity.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Indirect evidence “We are dedicated to providing investment management and strategic wealth planning.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Indirect evidence “At ProCore Advisors, we believe true wealth is measured by the value it brings to your life-not just your balance sheet.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Partial evidence “Howard & Annie Foster Freedland formed HARPER | FOSTER to provide informed stewardship for the Harper & Foster family trusts which form Annie's inheritance and legacy from her…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Partial evidence “Legacy Wealth Investment Counsel, LLC (“Legacy Wealth”) is an independent, fee-only, wealth management firm serving affluent families and businesses nationwide.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Partial evidence “Headquartered in Newport Beach, California, Group 206 is a private investment management firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 contacts → | ||||
Indirect evidence “Prattes Wealth Partners (PWP) was founded in Orange County, CA, as an independent investment management company.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Strong evidence “Ohana Capital Partners works with single and multi-family offices on alternative, private-market investment opportunities, with a focus on Resilience, Defense, Real Estate, HLS…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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: family office private equity investors. 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 family office private equity investors.
- Partial evidence
- Its own public description names part of family office private equity investors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office private equity investors. 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 70 family office private equity investors based in Newport Beach, United States
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Family office private equity investors based in Newport Beach, United States at a glance
As of Sep 28, 2026Companies by employee count
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 70 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 family office private equity investors, 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 “family office private equity investors”. 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 family office private equity investors), 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 family office private equity investors, 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, 197 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 28, 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.
Family office private equity investors by metro in the United States
- Family office private equity investors in New York657
- Family office private equity investors in Chicago216
- Family office private equity investors in Dallas209
- Family office private equity investors in Miami196
- Family office private equity investors in Houston157
- Family office private equity investors in Los Angeles147
- Family office private equity investors in Atlanta142
- Family office private equity investors in Boston141
- Family office private equity investors in San Francisco131
- Family office private equity investors in Denver100
- Family office private equity investors in Austin99
- Family office private equity investors in San Diego94
- Family office private equity investors in Charlotte75
- Family office private equity investors in Scottsdale72
- Family office private equity investors in Tampa60
- Family office private equity investors in Cincinnati54
- Family office private equity investors in Seattle53
- Family office private equity investors in Irvine50
- Family office private equity investors in Minneapolis47
- Family office private equity investors in Washington46
- Family office private equity investors in Portland45
- Family office private equity investors in Boca Raton44
- Family office private equity investors in Pittsburgh44
- Family office private equity investors in Birmingham41
- Family office private equity investors in Indianapolis39
- Family office private equity investors in Las Vegas39
- Family office private equity investors in Naples39
- Family office private equity investors in Fort Worth37
- Family office private equity investors in Nashville37
- Family office private equity investors in Omaha35
- Family office private equity investors in Bellevue34
- Family office private equity investors in Raleigh34
- Family office private equity investors in Salt Lake City34
- Family office private equity investors in Madison33
- Family office private equity investors in Phoenix33
- Family office private equity investors in Richmond33
- Family office private equity investors in Sarasota33
- Family office private equity investors in Cleveland32
- Family office private equity investors in Grand Rapids32
- Family office private equity investors in Louisville32
- Family office private equity investors in Overland Park32
- Family office private equity investors in Beverly Hills31
- Family office private equity investors in Columbus31
- Family office private equity investors in Philadelphia31
- Family office private equity investors in Wilmington30
- Family office private equity investors in Orlando29
- Family office private equity investors in San Antonio29
- Family office private equity investors in Charleston28
- Family office private equity investors in Memphis28
- Family office private equity investors in Stamford28
- Family office private equity investors in Fort Lauderdale27
- Family office private equity investors in Coral Gables26
- Family office private equity investors in Greenville26
- Family office private equity investors in Tulsa25
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 family office private equity investors, 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 family office private equity investors are there based in Newport Beach, United States?
RevenueBase identified 70 family office private equity investors 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?
The Bahnsen Group, headquartered in Newport Beach, tops this list with the largest team on record.
Which city in the United States has the most family office private equity investors?
New York leads the United States with 657 headquartered companies, followed by Chicago (216) and Dallas (209). Newport Beach has 70.
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 197 verified decision-maker contacts tracked across these 70 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 28, 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.
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