Company lists · Data refreshed September 2026
Top 25 Pe investment advisors based in San Francisco, United States
RevenueBase identified 64 company matches for pe investment advisors associated with San Francisco, United States as of September 2026 and tracks 729 professional contacts across them, including 438 with verified work emails. Across the United States, New York is the largest hub for this category (452 companies); San Francisco has 64.
This list covers company matches for pe investment advisors 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 25 largest pe investment advisors based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 216 contacts → | ||||
Exact match “Stockbridge is a private equity real estate investment management firm led by veteran industry professionals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 84 contacts → | ||||
Exact match “Genstar Capital is a leading middle-market private equity firm, investing in high quality companies for over 30 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 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 | |||||
| 4 | 47 contacts → | ||||
Exact match “Meritage Group LP is a fundamentally oriented investment firm backed by evergreen, flexible capital.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 28 contacts → | ||||
Exact match “Headlands Capital is a boutique investment firm with more than $750 million in AUM, headquartered in San Francisco, with offices in New York, London and Bangalore.” 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 | 21 contacts → | ||||
Exact match “At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and…” 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 | 14 contacts → | ||||
Exact match “Ponte Partners is an investment management firm headquartered in San Francisco, California, which collaborates with institutional and private investors, fund managers and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 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 | |||||
| 12 | 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 | |||||
| 13 | 11 contacts → | ||||
Exact match “Heron Finance provides individual investors, RIAs, and family offices with diversified private market investing portfolios.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “Mile Rock Capital is a value-oriented real estate private equity firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “Bay Hills Capital is an independent, employee owned firm established in 2006 to focus exclusively on investing in small and lower middle market private equity strategies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Lavelle Capital is a private investment firm advising a select group of high-net-worth individuals and family offices.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “Fire Capital Management, LLC is a boutique investment management company that helps people achieve their dreams.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “Brooklands Capital Strategies offers expert global capital raising and strategic advisory services tailored for alternative asset managers and businesses at every stage of growth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “Based in San Francisco and founded in 2001, Denning & Company is a leading boutique private equity advisory firm which provides consulting and fund raising services to both…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “We provide private capital to distressed companies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 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 | |||||
| 22 | 5 contacts → | ||||
Exact match “Get access to the kinds of investments typically available only to the ultra-wealthy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “Founded in 2015, L Capital is a specialty private equity firm that invests alongside the world’s leading buyout and growth equity funds.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “Green Sands Equity (GSE) is a boutique private equity investment firm investing across all stages of Technology and Healthcare companies, with a focus on Growth Equity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “At Camelotta, we are committed to providing comprehensive financial advice to high net worth individuals and families.” 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 “pe investment advisors”. 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 25 of 64 pe investment advisors based in San Francisco, United States
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Pe investment advisors 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 64 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 “pe investment advisors” 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 438 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.
Pe investment advisors by metro in the United States
- Pe investment advisors in New York452
- Pe investment advisors in Chicago102
- Pe investment advisors in Miami91
- Pe investment advisors in Dallas83
- Pe investment advisors in Los Angeles72
- Pe investment advisors in Boston71
- Pe investment advisors in Houston68
- Pe investment advisors in Atlanta59
- Pe investment advisors in Denver37
- Pe investment advisors in Austin36
- Pe investment advisors in Charlotte32
- Pe investment advisors in Newport Beach31
- Pe investment advisors in San Diego26
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 “pe investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many pe investment advisors are there based in San Francisco, United States?
RevenueBase identified 64 company matches for pe investment advisors 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?
Stockbridge 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 pe investment advisors?
New York leads the United States with 452 company records, followed by Chicago (102) and Miami (91). San Francisco has 64.
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 438 professional contacts with verified work emails tracked across these 64 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 64 pe investment advisors based in San Francisco, United States. Start with a free account, no credit card.
Download this list →Related lists
Pe investment advisors by geography
- Pe investment advisors based in Mumbai, India
- Pe investment advisors based in New Delhi, India
- Pe investment advisors based in Atlanta, United States
- Pe investment advisors based in Austin, United States
- Pe investment advisors based in Boston, United States
- Pe investment advisors based in Charlotte, United States
- Pe investment advisors based in Chicago, United States
- Pe investment advisors based in Dallas, United States
- Pe investment advisors based in Denver, United States
- Pe investment advisors based in Houston, United States
- Pe investment advisors based in Los Angeles, United States
- Pe investment advisors based in Miami, 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
- Pe investment advisors based in Mumbai, India
- Pe investment advisors based in New Delhi, India
- Pe investment advisors based in Atlanta, United States
- Pe investment advisors based in Austin, United States
- Pe investment advisors based in Boston, United States
- Pe investment advisors based in Charlotte, United States
Company intelligence · public preview
Top 25 pe investment advisors 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 64 matching company records for pe investment advisors based in San Francisco, United States, with 729 tracked contacts and 438 verified work emails.
This public preview shows 25 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 25 pe investment advisors 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 |  Stockbridgestockbridge.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 216 contacts → |
“Stockbridge is a private equity real estate investment management firm led by veteran industry professionals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Genstar Capitalgencap.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 84 contacts → |
“Genstar Capital is a leading middle-market private equity firm, investing in high quality companies for over 30 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  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. | |||||
| 4 |  Meritage Group LPmeritagegroup.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 47 contacts → |
“Meritage Group LP is a fundamentally oriented investment firm backed by evergreen, flexible capital.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Headlands Capitalheadlandscap.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 28 contacts → |
“Headlands Capital is a boutique investment firm with more than $750 million in AUM, headquartered in San Francisco, with offices in New York, London and Bangalore.” 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 |  Syon Capitalsyoncap.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 21 contacts → |
“At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and…” 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 |  Ponte Partnerspontepartners.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 14 contacts → |
“Ponte Partners is an investment management firm headquartered in San Francisco, California, which collaborates with institutional and private investors, fund managers and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  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. | |||||
| 12 |  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. | |||||
| 13 |  Heron Financeheronfinance.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 11 contacts → |
“Heron Finance provides individual investors, RIAs, and family offices with diversified private market investing portfolios.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Mile Rock Capitalmilerockcapital.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 9 contacts → |
“Mile Rock Capital is a value-oriented real estate private equity firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  BAY Hills Capitalbayhillscapital.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Bay Hills Capital is an independent, employee owned firm established in 2006 to focus exclusively on investing in small and lower middle market private equity strategies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Lavelle Capitallavellecapital.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Lavelle Capital is a private investment firm advising a select group of high-net-worth individuals and family offices.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Fire Capital Managementfirecapitalmanagement.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“Fire Capital Management, LLC is a boutique investment management company that helps people achieve their dreams.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Brooklands Capital Strategiesbrooklandscapital.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 6 contacts → |
“Brooklands Capital Strategies offers expert global capital raising and strategic advisory services tailored for alternative asset managers and businesses at every stage of growth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Denning & Companydenningandcompany.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“Based in San Francisco and founded in 2001, Denning & Company is a leading boutique private equity advisory firm which provides consulting and fund raising services to both…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  FGA Partners LLCfgacw.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“We provide private capital to distressed companies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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. | |||||
| 22 |  IVY Investivyinvest.coHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Get access to the kinds of investments typically available only to the ultra-wealthy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  L Capital LLClcapitalmgmt.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Founded in 2015, L Capital is a specialty private equity firm that invests alongside the world’s leading buyout and growth equity funds.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Green Sands Equitygreensandsequity.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 5 contacts → |
“Green Sands Equity (GSE) is a boutique private equity investment firm investing across all stages of Technology and Healthcare companies, with a focus on Growth Equity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Camelotta Advisorscamelotta.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“At Camelotta, we are committed to providing comprehensive financial advice to high net worth individuals and families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 64 company matches
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Pe investment advisors: 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
63 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 64 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 ↗
Pe investment advisors by metro in the United States
- Pe investment advisors in New York452
- Pe investment advisors in Chicago102
- Pe investment advisors in Miami91
- Pe investment advisors in Dallas83
- Pe investment advisors in Los Angeles72
- Pe investment advisors in Boston71
- Pe investment advisors in Houston68
- Pe investment advisors in Atlanta59
- Pe investment advisors in Denver37
- Pe investment advisors in Austin36
- Pe investment advisors in Charlotte32
- Pe investment advisors in Newport Beach31
- Pe investment advisors in San Diego26
Questions about this company list
What does Exact match mean for pe investment advisors?
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 pe investment advisors did RevenueBase find based in San Francisco, United States?
The saved snapshot records 64 matching company records, 729 tracked contacts and 438 verified emails. The public preview displays 25 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
Pe investment advisors by geography
- Pe investment advisors based in Mumbai, India
- Pe investment advisors based in New Delhi, India
- Pe investment advisors based in Atlanta, United States
- Pe investment advisors based in Austin, United States
- Pe investment advisors based in Boston, United States
- Pe investment advisors based in Charlotte, United States
- Pe investment advisors based in Chicago, United States
- Pe investment advisors based in Dallas, United States
- Pe investment advisors based in Denver, United States
- Pe investment advisors based in Houston, United States
- Pe investment advisors based in Los Angeles, United States
- Pe investment advisors based in Miami, United States
Cite this list
RevenueBase Data Team. Top 25 pe investment advisors based in San Francisco, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/pe-investment-advisors/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
- Pe investment advisors based in Mumbai, India
- Pe investment advisors based in New Delhi, India
- Pe investment advisors based in Atlanta, United States
- Pe investment advisors based in Austin, United States
- Pe investment advisors based in Boston, United States
- Pe investment advisors based in Charlotte, United States
Company intelligence · public preview
Top 25 pe investment advisors based in San Francisco, United States
RevenueBase records 64 matching company records for pe investment advisors based in San Francisco, United States, with 729 tracked contacts and 438 verified work emails.
This public preview shows 25 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 25 pe investment advisors 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 | Stockbridgestockbridge.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 216 contacts → |
“Stockbridge is a private equity real estate investment management firm led by veteran industry professionals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Genstar Capitalgencap.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 84 contacts → |
“Genstar Capital is a leading middle-market private equity firm, investing in high quality companies for over 30 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 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. | |||||
| 4 | Meritage Group LPmeritagegroup.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 47 contacts → |
“Meritage Group LP is a fundamentally oriented investment firm backed by evergreen, flexible capital.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Headlands Capitalheadlandscap.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 28 contacts → |
“Headlands Capital is a boutique investment firm with more than $750 million in AUM, headquartered in San Francisco, with offices in New York, London and Bangalore.” 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 | Syon Capitalsyoncap.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 21 contacts → |
“At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and…” 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 | Ponte Partnerspontepartners.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 14 contacts → |
“Ponte Partners is an investment management firm headquartered in San Francisco, California, which collaborates with institutional and private investors, fund managers and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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. | |||||
| 12 | 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. | |||||
| 13 | Heron Financeheronfinance.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 11 contacts → |
“Heron Finance provides individual investors, RIAs, and family offices with diversified private market investing portfolios.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mile Rock Capitalmilerockcapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 9 contacts → |
“Mile Rock Capital is a value-oriented real estate private equity firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | BAY Hills Capitalbayhillscapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Bay Hills Capital is an independent, employee owned firm established in 2006 to focus exclusively on investing in small and lower middle market private equity strategies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Lavelle Capitallavellecapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Lavelle Capital is a private investment firm advising a select group of high-net-worth individuals and family offices.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Fire Capital Managementfirecapitalmanagement.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“Fire Capital Management, LLC is a boutique investment management company that helps people achieve their dreams.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Brooklands Capital Strategiesbrooklandscapital.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 6 contacts → |
“Brooklands Capital Strategies offers expert global capital raising and strategic advisory services tailored for alternative asset managers and businesses at every stage of growth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Denning & Companydenningandcompany.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“Based in San Francisco and founded in 2001, Denning & Company is a leading boutique private equity advisory firm which provides consulting and fund raising services to both…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | FGA Partners LLCfgacw.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“We provide private capital to distressed companies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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. | |||||
| 22 | IVY Investivyinvest.co HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Get access to the kinds of investments typically available only to the ultra-wealthy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | L Capital LLClcapitalmgmt.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Founded in 2015, L Capital is a specialty private equity firm that invests alongside the world’s leading buyout and growth equity funds.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Green Sands Equitygreensandsequity.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 5 contacts → |
“Green Sands Equity (GSE) is a boutique private equity investment firm investing across all stages of Technology and Healthcare companies, with a focus on Growth Equity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Camelotta Advisorscamelotta.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“At Camelotta, we are committed to providing comprehensive financial advice to high net worth individuals and families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 64 company matches
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Pe investment advisors: 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
63 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 64 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 ↗
Pe investment advisors by metro in the United States
- Pe investment advisors in New York452
- Pe investment advisors in Chicago102
- Pe investment advisors in Miami91
- Pe investment advisors in Dallas83
- Pe investment advisors in Los Angeles72
- Pe investment advisors in Boston71
- Pe investment advisors in Houston68
- Pe investment advisors in Atlanta59
- Pe investment advisors in Denver37
- Pe investment advisors in Austin36
- Pe investment advisors in Charlotte32
- Pe investment advisors in Newport Beach31
- Pe investment advisors in San Diego26
Questions about this company list
What does Exact match mean for pe investment advisors?
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 pe investment advisors did RevenueBase find based in San Francisco, United States?
The saved snapshot records 64 matching company records, 729 tracked contacts and 438 verified emails. The public preview displays 25 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
Pe investment advisors by geography
- Pe investment advisors based in Mumbai, India
- Pe investment advisors based in New Delhi, India
- Pe investment advisors based in Atlanta, United States
- Pe investment advisors based in Austin, United States
- Pe investment advisors based in Boston, United States
- Pe investment advisors based in Charlotte, United States
- Pe investment advisors based in Chicago, United States
- Pe investment advisors based in Dallas, United States
- Pe investment advisors based in Denver, United States
- Pe investment advisors based in Houston, United States
- Pe investment advisors based in Los Angeles, United States
- Pe investment advisors based in Miami, United States
Cite this list
RevenueBase Data Team. Top 25 pe investment advisors based in San Francisco, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/pe-investment-advisors/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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