Company lists · Data refreshed September 2026
Top 24 Institutional investment managers based in San Francisco, United States
RevenueBase identified 51 company matches for institutional investment managers associated with San Francisco, United States as of September 2026 and tracks 1,094 professional contacts across them, including 662 with verified work emails. Across the United States, New York is the largest hub for this category (253 companies); San Francisco has 51.
This list covers company matches for institutional investment managers associated with San Francisco, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 24 largest institutional investment managers based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 363 contacts → | ||||
Exact match “Farallon Capital Management, L.L.C.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 201 contacts → | ||||
Exact match “Callan was founded as an employee-owned investment consulting firm in 1973.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 191 contacts → | ||||
Exact match “Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 49 contacts → | ||||
Exact match “McMorgan & Company offers thoughtful, relevant solutions through a combination of proprietary strategies, unique access vehicles, sub-advisory relationships, and select…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 23 contacts → | ||||
Exact match “Osborne Partners is an over 85-year-old firm that offers sophisticated investment management and active financial planning for families and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 23 contacts → | ||||
Exact match “BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 20 contacts → | ||||
Exact match “Colchis Capital Management is an investment management firm headquartered in San Francisco, California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 19 contacts → | ||||
Exact match “We provide customized, independent counsel to clients with significant assets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 15 contacts → | ||||
Exact match “Leading Edge Investment Advisors, LLC (“LEIA”) is a San Francisco based firm founded in August 2005 by Clayton Jue, who has over 25 years of experience in investment consulting…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 13 contacts → | ||||
Exact match “At Bivium Capital, we have partnered with investors and managers to help them achieve their strategic objectives since 2002.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 12 contacts → | ||||
Exact match “Mission Creek Capital Partners is a fully independent registered investment advisor providing specialized investment management strategies and solutions for institutions, limited…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 11 contacts → | ||||
Exact match “Kurv delivers actively managed, tax-efficient strategies to investors of all sizes.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “The Great Gable is one of the highest mountain peaks in England, located in the Lake District.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 7 contacts → | ||||
Exact match “SKBA Capital Management, LLC is an independent investment management firm specialized in managing equity, fixed income, and balanced portfolios for institutions and private…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “Park Presidio Capital is an investment management company based out of 1 Letterman Dr, San Francisco, California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Broadmark Asset Management LLC is a U.S.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “Ensemble Capital Management, LLC is based in San Francisco, California, As of Dec 31, 2022, Ensemble manages about $1.4 billion of institutional and private client assets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “To see Naylor & Company's long term performance please see our website at: Naylor & Company is a registered investment adviser that has been managing investment portfolios for…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Trinity Alps Capital is a boutique institutional investment manager comprised of passionate, dedicated, and innately collaborative professionals with a singular goal to protect…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “30+ Years Institutional CRE Investment Management | Over $7 Billion Transacted | Curating CRE Investments with Exceptional Multi-Cycle Returns for Institutional Partners, Family…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “Violich Capital Management is a Registered Investment Advisor with the Securities and Exchange Commission that focuses on serving individual and institutional investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Passport Capital LLC is a San Francisco based, global investment firm founded by John H.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “Alisio Capital is an asset management firm delivering true diversification, performance and unique insight to high net worth individuals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Ramsdell Capital Management is an investment management company based out of 505 MONTGOMERY ST, San Francisco, California, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “institutional investment managers”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 24 of 51 institutional investment managers based in San Francisco, United States
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Institutional investment managers based in San Francisco, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 51 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with San Francisco, United States whose business descriptions match “institutional investment managers” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 662 professional contacts with verified work emails across the full matched dataset. 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 20, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Institutional investment managers by metro in the United States
- Institutional investment managers in New York253
- Institutional investment managers in Chicago78
- Institutional investment managers in Boston71
- Institutional investment managers in Dallas44
- Institutional investment managers in Atlanta42
- Institutional investment managers in Miami42
- Institutional investment managers in Los Angeles38
- Institutional investment managers in Houston31
- Institutional investment managers in Austin29
- Institutional investment managers in Minneapolis25
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “institutional investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many institutional investment managers are there based in San Francisco, United States?
RevenueBase identified 51 company matches for institutional investment managers associated with San Francisco, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Farallon Capital Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most institutional investment managers?
New York leads the United States with 253 company records, followed by Chicago (78) and Boston (71). San Francisco has 51.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 662 professional contacts with verified work emails tracked across these 51 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 51 institutional investment managers based in San Francisco, United States. Start with a free account, no credit card.
Download this list →Related lists
Institutional investment managers by geography
- Institutional investment managers based in Montreal, Canada
- Institutional investment managers based in Toronto, Canada
- Institutional investment managers based in Vancouver, Canada
- Institutional investment managers based in Bangalore, India
- Institutional investment managers based in Mumbai, India
- Institutional investment managers based in Atlanta, United States
- Institutional investment managers based in Austin, United States
- Institutional investment managers based in Boston, United States
- Institutional investment managers based in Chicago, United States
- Institutional investment managers based in Dallas, United States
- Institutional investment managers based in Houston, United States
- Institutional investment managers based in Los Angeles, United States
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Institutional investment managers based in Montreal, Canada
- Institutional investment managers based in Toronto, Canada
- Institutional investment managers based in Vancouver, Canada
- Institutional investment managers based in Bangalore, India
- Institutional investment managers based in Mumbai, India
- Institutional investment managers based in Atlanta, United States
Company intelligence · public preview
Top 24 institutional investment managers based in San Francisco, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 51 matching company records for institutional investment managers based in San Francisco, United States, with 1,094 tracked contacts and 662 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 institutional investment managers based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Farallon Capital Managementfaralloncapital.comHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 363 contacts → |
“Farallon Capital Management, L.L.C.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Callancallan.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 201 contacts → |
“Callan was founded as an employee-owned investment consulting firm in 1973.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Jordan Park Groupjordanpark.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 191 contacts → |
“Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Mcmorgan & Companymcmorgan.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 49 contacts → |
“McMorgan & Company offers thoughtful, relevant solutions through a combination of proprietary strategies, unique access vehicles, sub-advisory relationships, and select…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Osborne Partners Capital Management, LLCosbornepartners.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 23 contacts → |
“Osborne Partners is an over 85-year-old firm that offers sophisticated investment management and active financial planning for families and institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Baer Investment Advisory LLCbaerinvestment.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 23 contacts → |
“BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Colchis Capital Management, LPcolchiscapital.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 20 contacts → |
“Colchis Capital Management is an investment management firm headquartered in San Francisco, California.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Seven Post Investment Office LPsevenpost.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 19 contacts → |
“We provide customized, independent counsel to clients with significant assets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 15 contacts → |
“Leading Edge Investment Advisors, LLC (“LEIA”) is a San Francisco based firm founded in August 2005 by Clayton Jue, who has over 25 years of experience in investment consulting…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Bivium Capital Partners, LLCbiviumcapital.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“At Bivium Capital, we have partnered with investors and managers to help them achieve their strategic objectives since 2002.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Mission Creek Capital Partners INCmissioncreekcap.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 12 contacts → |
“Mission Creek Capital Partners is a fully independent registered investment advisor providing specialized investment management strategies and solutions for institutions, limited…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Kurv Investment Managementkurvinvest.comHQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 11 contacts → |
“Kurv delivers actively managed, tax-efficient strategies to investors of all sizes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Great Gable Investments, LLCgreatgable.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“The Great Gable is one of the highest mountain peaks in England, located in the Lake District.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Skba Capital Management, LLCskba.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“SKBA Capital Management, LLC is an independent investment management firm specialized in managing equity, fixed income, and balanced portfolios for institutions and private…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Park Presidio Capitalparkpresidio.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Park Presidio Capital is an investment management company based out of 1 Letterman Dr, San Francisco, California.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Broadmark Asset Management LLCbroadmarkasset.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Broadmark Asset Management LLC is a U.S.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Ensemble Capital Managementensemblecapital.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 6 contacts → |
“Ensemble Capital Management, LLC is based in San Francisco, California, As of Dec 31, 2022, Ensemble manages about $1.4 billion of institutional and private client assets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Naylor & Company Investments, LLCnaylorinvest.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“To see Naylor & Company's long term performance please see our website at: Naylor & Company is a registered investment adviser that has been managing investment portfolios for…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Trinity Alps Capitaltrinityalpscapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Trinity Alps Capital is a boutique institutional investment manager comprised of passionate, dedicated, and innately collaborative professionals with a singular goal to protect…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Bering Capital Partnersberingcapitalpartners.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
“30+ Years Institutional CRE Investment Management | Over $7 Billion Transacted | Curating CRE Investments with Exceptional Multi-Cycle Returns for Institutional Partners, Family…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Violich Capital Managementviolichcapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Violich Capital Management is a Registered Investment Advisor with the Securities and Exchange Commission that focuses on serving individual and institutional investors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Passport Capital, LLCpassportcapital.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 2 contacts → |
“Passport Capital LLC is a San Francisco based, global investment firm founded by John H.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Alisio Capital Partnersalisiocapital.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Alisio Capital is an asset management firm delivering true diversification, performance and unique insight to high net worth individuals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Ramsdell Capital Managementramsdellcapital.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“Ramsdell Capital Management is an investment management company based out of 505 MONTGOMERY ST, San Francisco, California, United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 51 company matches
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Institutional investment managers: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
50 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 51 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Institutional investment managers by metro in the United States
- Institutional investment managers in New York253
- Institutional investment managers in Chicago78
- Institutional investment managers in Boston71
- Institutional investment managers in Dallas44
- Institutional investment managers in Atlanta42
- Institutional investment managers in Miami42
- Institutional investment managers in Los Angeles38
- Institutional investment managers in Houston31
- Institutional investment managers in Austin29
- Institutional investment managers in Minneapolis25
Questions about this company list
What does Exact match mean for institutional investment managers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many institutional investment managers did RevenueBase find based in San Francisco, United States?
The saved snapshot records 51 matching company records, 1,094 tracked contacts and 662 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Institutional investment managers by geography
- Institutional investment managers based in Montreal, Canada
- Institutional investment managers based in Toronto, Canada
- Institutional investment managers based in Vancouver, Canada
- Institutional investment managers based in Bangalore, India
- Institutional investment managers based in Mumbai, India
- Institutional investment managers based in Atlanta, United States
- Institutional investment managers based in Austin, United States
- Institutional investment managers based in Boston, United States
- Institutional investment managers based in Chicago, United States
- Institutional investment managers based in Dallas, United States
- Institutional investment managers based in Houston, United States
- Institutional investment managers based in Los Angeles, United States
Cite this list
RevenueBase Data Team. Top 24 institutional investment managers based in San Francisco, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/institutional-investment-managers/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Institutional investment managers based in Montreal, Canada
- Institutional investment managers based in Toronto, Canada
- Institutional investment managers based in Vancouver, Canada
- Institutional investment managers based in Bangalore, India
- Institutional investment managers based in Mumbai, India
- Institutional investment managers based in Atlanta, United States
Company intelligence · public preview
Top 24 institutional investment managers based in San Francisco, United States
RevenueBase records 51 matching company records for institutional investment managers based in San Francisco, United States, with 1,094 tracked contacts and 662 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 institutional investment managers based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Farallon Capital Managementfaralloncapital.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 363 contacts → |
“Farallon Capital Management, L.L.C.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Callancallan.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 201 contacts → |
“Callan was founded as an employee-owned investment consulting firm in 1973.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Jordan Park Groupjordanpark.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 191 contacts → |
“Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Mcmorgan & Companymcmorgan.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 49 contacts → |
“McMorgan & Company offers thoughtful, relevant solutions through a combination of proprietary strategies, unique access vehicles, sub-advisory relationships, and select…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Osborne Partners Capital Management, LLCosbornepartners.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 23 contacts → |
“Osborne Partners is an over 85-year-old firm that offers sophisticated investment management and active financial planning for families and institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Baer Investment Advisory LLCbaerinvestment.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 23 contacts → |
“BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Colchis Capital Management, LPcolchiscapital.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 20 contacts → |
“Colchis Capital Management is an investment management firm headquartered in San Francisco, California.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Seven Post Investment Office LPsevenpost.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 19 contacts → |
“We provide customized, independent counsel to clients with significant assets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 15 contacts → |
“Leading Edge Investment Advisors, LLC (“LEIA”) is a San Francisco based firm founded in August 2005 by Clayton Jue, who has over 25 years of experience in investment consulting…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Bivium Capital Partners, LLCbiviumcapital.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“At Bivium Capital, we have partnered with investors and managers to help them achieve their strategic objectives since 2002.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Mission Creek Capital Partners INCmissioncreekcap.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 12 contacts → |
“Mission Creek Capital Partners is a fully independent registered investment advisor providing specialized investment management strategies and solutions for institutions, limited…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Kurv Investment Managementkurvinvest.com HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 11 contacts → |
“Kurv delivers actively managed, tax-efficient strategies to investors of all sizes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Great Gable Investments, LLCgreatgable.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“The Great Gable is one of the highest mountain peaks in England, located in the Lake District.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Skba Capital Management, LLCskba.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“SKBA Capital Management, LLC is an independent investment management firm specialized in managing equity, fixed income, and balanced portfolios for institutions and private…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Park Presidio Capitalparkpresidio.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Park Presidio Capital is an investment management company based out of 1 Letterman Dr, San Francisco, California.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Broadmark Asset Management LLCbroadmarkasset.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Broadmark Asset Management LLC is a U.S.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Ensemble Capital Managementensemblecapital.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 6 contacts → |
“Ensemble Capital Management, LLC is based in San Francisco, California, As of Dec 31, 2022, Ensemble manages about $1.4 billion of institutional and private client assets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Naylor & Company Investments, LLCnaylorinvest.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“To see Naylor & Company's long term performance please see our website at: Naylor & Company is a registered investment adviser that has been managing investment portfolios for…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Trinity Alps Capitaltrinityalpscapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Trinity Alps Capital is a boutique institutional investment manager comprised of passionate, dedicated, and innately collaborative professionals with a singular goal to protect…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Bering Capital Partnersberingcapitalpartners.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
“30+ Years Institutional CRE Investment Management | Over $7 Billion Transacted | Curating CRE Investments with Exceptional Multi-Cycle Returns for Institutional Partners, Family…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Violich Capital Managementviolichcapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Violich Capital Management is a Registered Investment Advisor with the Securities and Exchange Commission that focuses on serving individual and institutional investors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Passport Capital, LLCpassportcapital.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 2 contacts → |
“Passport Capital LLC is a San Francisco based, global investment firm founded by John H.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Alisio Capital Partnersalisiocapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Alisio Capital is an asset management firm delivering true diversification, performance and unique insight to high net worth individuals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Ramsdell Capital Managementramsdellcapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“Ramsdell Capital Management is an investment management company based out of 505 MONTGOMERY ST, San Francisco, California, United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 51 company matches
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Institutional investment managers: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
50 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 51 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Institutional investment managers by metro in the United States
- Institutional investment managers in New York253
- Institutional investment managers in Chicago78
- Institutional investment managers in Boston71
- Institutional investment managers in Dallas44
- Institutional investment managers in Atlanta42
- Institutional investment managers in Miami42
- Institutional investment managers in Los Angeles38
- Institutional investment managers in Houston31
- Institutional investment managers in Austin29
- Institutional investment managers in Minneapolis25
Questions about this company list
What does Exact match mean for institutional investment managers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many institutional investment managers did RevenueBase find based in San Francisco, United States?
The saved snapshot records 51 matching company records, 1,094 tracked contacts and 662 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Institutional investment managers by geography
- Institutional investment managers based in Montreal, Canada
- Institutional investment managers based in Toronto, Canada
- Institutional investment managers based in Vancouver, Canada
- Institutional investment managers based in Bangalore, India
- Institutional investment managers based in Mumbai, India
- Institutional investment managers based in Atlanta, United States
- Institutional investment managers based in Austin, United States
- Institutional investment managers based in Boston, United States
- Institutional investment managers based in Chicago, United States
- Institutional investment managers based in Dallas, United States
- Institutional investment managers based in Houston, United States
- Institutional investment managers based in Los Angeles, United States
Cite this list
RevenueBase Data Team. Top 24 institutional investment managers based in San Francisco, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/institutional-investment-managers/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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