Company lists · Data refreshed September 2026
Top 25 Private equity advisors based in San Diego, United States
RevenueBase identified 51 company matches for private equity advisors associated with San Diego, United States as of September 2026 and tracks 302 professional contacts across them, including 158 with verified work emails. Across the United States, New York is the largest hub for this category (807 companies); San Diego has 51.
This list covers company matches for private equity advisors associated with San Diego, 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 14, 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 private equity advisors based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 64 contacts → | ||||
Exact match “Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 2 | 60 contacts → | ||||
Exact match “Founded in 1985, Dunham began with an uncommon idea, that client fees should, in some way, be tied to the performance of their investments.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 3 | 17 contacts → | ||||
Exact match “Bainbridge Capital is a premiere M&A advisory firm that uses a tech-enabled process to deliver fully qualified off-market deal flow and delivers transactional advice to private…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 4 | 13 contacts → | ||||
Exact match “Intersection Capital provides advisory leadership on equity financing in the $15 -$25M range.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 5 | 13 contacts → | ||||
Exact match “Shoreline Partners is a Mergers and Acquisitions Advisory firm serving private owners of lower middle market businesses.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 6 | 12 contacts → | ||||
Exact match “Crest Capital works exclusively with wealth creators – Families who have successfully founded, financed, or managed Private Markets Asset Management Firms (GPs) and Corporations.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match “Seabird provides boutique investment management to High-Net Worth Investors and Wealth Managers who seek a turn-key platform to deliver on behalf of their clients.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “GrowthPath Partners is a technical accounting and advisory firm focused on preparing and supporting companies through Mergers & Acquisitions, SPAC’s, IPOs, and Reverse Mergers.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “At Aviara Partners (“Aviara”), our mission is clear: to provide customized advisory services and tailored capital raising solutions that empower both independent sponsors and…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “Kalo Capital Management specializes in providing investment management services to clients, focused on stock investment management.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “CM3 Advisory is a boutique accounting and advisory firm focused on serving middle-market private companies, independent sponsors, family offices and private equity funds.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “The Magnolia Firm is an M&A advisory firm built by founders, for founders.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “Baypont Acquisition Partners is based in San Diego, CA.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Barrel Rate seeks to generate an outsized multiple of capital by partnering with private equity general partners and independent sponsors who are able to identify proprietary…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “Azimuth M&A Advisors is an integrated independent mergers and acquisitions (M&A) advisory and wealth management firm that advises and guides CEOs / business owners of middle…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “At Archipelago Wealth Management, our story is a testament to the transformative power of financial expertise and a genuine commitment to our clients’ success.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “ValueStreet is a private equity firm investing in quality small businesses, generating between $500k-$2M in annual cash flow, with the potential to grow indefinitely in the future.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Our approach is to understand our client's individual needs and to gain insight into the strategic investment challenges they face, in order to provide specific opportunities…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Cloudbreak Capital is a global private equity firm, serving clients in several areas including technology, real estate, energy, healthcare, business services, manufacturing…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Zeal Partners was founded to acquire and grow a single, high quality company.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Private investment management and advisory firm.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Selling your privately-held business ($5M-$50M revenue) is one of the most significant transactions of your life.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Binary-Helix is a leading global investment firm specializing in creating long-term value for our clients via an array of alternative asset classes in private equity, real estate…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Hustler Capital LLC is a San Diego based firm that focuses on helping its clients through financial consulting, including: Mid Market Debt Underwriting and Placement, M&A…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Spirit Global Investment Advisors is the specialized hub for ultra high-net-worth and family office clients who hold meaningful digital assets and seek integrated wealth…” Recorded in the RevenueBase company graph · Sep 14, 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 “private equity 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 51 private equity advisors based in San Diego, United States
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Private equity advisors based in San Diego, United States at a glance
As of Sep 14, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, 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 Diego, United States whose business descriptions match “private equity 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 158 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 14, 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.
Private equity advisors by metro in the United States
- Private equity advisors in New York807
- Private equity advisors in Chicago214
- Private equity advisors in Dallas155
- Private equity advisors in Los Angeles143
- Private equity advisors in Miami134
- Private equity advisors in Houston123
- Private equity advisors in Boston122
- Private equity advisors in Atlanta113
- Private equity advisors in San Francisco111
- Private equity advisors in Austin81
- Private equity advisors in Denver74
- Private equity advisors in Charlotte70
- Private equity advisors in Newport Beach57
- Private equity advisors in Washington50
- Private equity advisors in Seattle45
- Private equity advisors in Scottsdale40
- Private equity advisors in Tampa37
- Private equity advisors in Minneapolis35
- Private equity advisors in Stamford32
- Private equity advisors in Birmingham31
- Private equity advisors in Philadelphia31
- Private equity advisors in Phoenix30
- Private equity advisors in Santa Monica27
- Private equity advisors in Nashville26
- Private equity advisors in Boca Raton25
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 “private equity advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many private equity advisors are there based in San Diego, United States?
RevenueBase identified 51 company matches for private equity advisors associated with San Diego, 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?
Centura Wealth Advisory 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 private equity advisors?
New York leads the United States with 807 company records, followed by Chicago (214) and Dallas (155). San Diego 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 158 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 14, 2026.
Ready to reach these companies? Verified emails and direct dials for all 51 private equity advisors based in San Diego, United States. Start with a free account, no credit card.
Download this list →Related lists
Private equity advisors by geography
- Private equity advisors based in the United States
- Private equity advisors based in the United Kingdom
- Private equity advisors based in Australia
- Private equity advisors based in France
- Private equity advisors based in Brazil
- Private equity advisors based in Canada
- Private equity advisors based in Germany
- Private equity advisors based in Switzerland
- Private equity advisors based in Spain
- Private equity advisors based in the Netherlands
- Private equity advisors based in South Africa
- Private equity advisors based in Italy
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.
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- Private equity advisors based in Canada
Company intelligence · public preview
Top 25 private equity advisors based in San Diego, 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 private equity advisors based in San Diego, United States, with 302 tracked contacts and 158 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 14, 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 private equity advisors based in San Diego, 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 |  Centura Wealth Advisorycenturawealth.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 64 contacts → |
“Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Dunhamdunham.comHQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 60 contacts → |
“Founded in 1985, Dunham began with an uncommon idea, that client fees should, in some way, be tied to the performance of their investments.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Bainbridge Capital Advisorybainbridgecapital.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 17 contacts → |
“Bainbridge Capital is a premiere M&A advisory firm that uses a tech-enabled process to deliver fully qualified off-market deal flow and delivers transactional advice to private…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Intersection Capitalintersectioncapital.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 13 contacts → |
“Intersection Capital provides advisory leadership on equity financing in the $15 -$25M range.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Shoreline Partners, LLCshoreline.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 13 contacts → |
“Shoreline Partners is a Mergers and Acquisitions Advisory firm serving private owners of lower middle market businesses.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Crest Capital Advisorscrestcapadv.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 12 contacts → |
“Crest Capital works exclusively with wealth creators – Families who have successfully founded, financed, or managed Private Markets Asset Management Firms (GPs) and Corporations.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Seabird Investment Partnersseabirdfin.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 7 contacts → |
“Seabird provides boutique investment management to High-Net Worth Investors and Wealth Managers who seek a turn-key platform to deliver on behalf of their clients.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Growthpath Partnersgrowthpathpartners.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 6 contacts → |
“GrowthPath Partners is a technical accounting and advisory firm focused on preparing and supporting companies through Mergers & Acquisitions, SPAC’s, IPOs, and Reverse Mergers.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Aviara Partnersaviarapartners.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“At Aviara Partners (“Aviara”), our mission is clear: to provide customized advisory services and tailored capital raising solutions that empower both independent sponsors and…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Kalo Capital Managementkalocap.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“Kalo Capital Management specializes in providing investment management services to clients, focused on stock investment management.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Cm3 Advisorycm3advisory.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“CM3 Advisory is a boutique accounting and advisory firm focused on serving middle-market private companies, independent sponsors, family offices and private equity funds.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  The Magnolia Firmthemagnoliafirm.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 4 contacts → |
“The Magnolia Firm is an M&A advisory firm built by founders, for founders.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Baypont Acquisition Partnersbaypont.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Baypont Acquisition Partners is based in San Diego, CA.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Barrel Rate Capitalbarrelrate.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Barrel Rate seeks to generate an outsized multiple of capital by partnering with private equity general partners and independent sponsors who are able to identify proprietary…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Azimuth M&a Advisorsazimuthma.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Azimuth M&A Advisors is an integrated independent mergers and acquisitions (M&A) advisory and wealth management firm that advises and guides CEOs / business owners of middle…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Archipelago Wealth Managementarchipelagowm.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“At Archipelago Wealth Management, our story is a testament to the transformative power of financial expertise and a genuine commitment to our clients’ success.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Valuestreet Equity Partnersvaluestreet.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“ValueStreet is a private equity firm investing in quality small businesses, generating between $500k-$2M in annual cash flow, with the potential to grow indefinitely in the future.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Cedarwood Asset Managementcedarwam.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Our approach is to understand our client's individual needs and to gain insight into the strategic investment challenges they face, in order to provide specific opportunities…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Cloudbreak Capitalcloudbreakcapital.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 1 contacts → |
“Cloudbreak Capital is a global private equity firm, serving clients in several areas including technology, real estate, energy, healthcare, business services, manufacturing…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Zeal Partnerszealpartners.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Zeal Partners was founded to acquire and grow a single, high quality company.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Next Alpha Capital, LLCnextalphacapital.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Private investment management and advisory firm.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Marketviewmarket-view.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Selling your privately-held business ($5M-$50M revenue) is one of the most significant transactions of your life.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Binary-Helixbinary-helix.comHQ: San Diego, United StatesReported employees: 1-10 | San Diego, United States | 1-10 | Exact match | 1 contacts → |
“Binary-Helix is a leading global investment firm specializing in creating long-term value for our clients via an array of alternative asset classes in private equity, real estate…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Hustler Capital LLChustlercap.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Hustler Capital LLC is a San Diego based firm that focuses on helping its clients through financial consulting, including: Mid Market Debt Underwriting and Placement, M&A…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Spirit Global Investment Advisorsspiritglobalinvestments.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Spirit Global Investment Advisors is the specialized hub for ultra high-net-worth and family office clients who hold meaningful digital assets and seek integrated wealth…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 51 company matches
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Private equity advisors: dataset insights
September 14, 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
51 records in the displayed employee bands.
0 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 Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, 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 14, 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 ↗
Private equity advisors by metro in the United States
- Private equity advisors in New York807
- Private equity advisors in Chicago214
- Private equity advisors in Dallas155
- Private equity advisors in Los Angeles143
- Private equity advisors in Miami134
- Private equity advisors in Houston123
- Private equity advisors in Boston122
- Private equity advisors in Atlanta113
- Private equity advisors in San Francisco111
- Private equity advisors in Austin81
- Private equity advisors in Denver74
- Private equity advisors in Charlotte70
- Private equity advisors in Newport Beach57
- Private equity advisors in Washington50
- Private equity advisors in Seattle45
- Private equity advisors in Scottsdale40
- Private equity advisors in Tampa37
- Private equity advisors in Minneapolis35
- Private equity advisors in Stamford32
- Private equity advisors in Birmingham31
- Private equity advisors in Philadelphia31
- Private equity advisors in Phoenix30
- Private equity advisors in Santa Monica27
- Private equity advisors in Nashville26
- Private equity advisors in Boca Raton25
Questions about this company list
What does Exact match mean for private equity 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 private equity advisors did RevenueBase find based in San Diego, United States?
The saved snapshot records 51 matching company records, 302 tracked contacts and 158 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 14, 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
Private equity advisors by geography
- Private equity advisors based in the United States
- Private equity advisors based in the United Kingdom
- Private equity advisors based in Australia
- Private equity advisors based in France
- Private equity advisors based in Brazil
- Private equity advisors based in Canada
- Private equity advisors based in Germany
- Private equity advisors based in Switzerland
- Private equity advisors based in Spain
- Private equity advisors based in the Netherlands
- Private equity advisors based in South Africa
- Private equity advisors based in Italy
Cite this list
RevenueBase Data Team. Top 25 private equity advisors based in San Diego, United States. Snapshot: September 14, 2026. https://revenuebase.ai/companies/private-equity-advisors/united-states/san-diego.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Private equity advisors based in the United States
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- Private equity advisors based in Australia
- Private equity advisors based in France
- Private equity advisors based in Brazil
- Private equity advisors based in Canada
Company intelligence · public preview
Top 25 private equity advisors based in San Diego, United States
RevenueBase records 51 matching company records for private equity advisors based in San Diego, United States, with 302 tracked contacts and 158 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 14, 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 private equity advisors based in San Diego, 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 | Centura Wealth Advisorycenturawealth.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 64 contacts → |
“Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Dunhamdunham.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 60 contacts → |
“Founded in 1985, Dunham began with an uncommon idea, that client fees should, in some way, be tied to the performance of their investments.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Bainbridge Capital Advisorybainbridgecapital.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 17 contacts → |
“Bainbridge Capital is a premiere M&A advisory firm that uses a tech-enabled process to deliver fully qualified off-market deal flow and delivers transactional advice to private…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Intersection Capitalintersectioncapital.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 13 contacts → |
“Intersection Capital provides advisory leadership on equity financing in the $15 -$25M range.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Shoreline Partners, LLCshoreline.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 13 contacts → |
“Shoreline Partners is a Mergers and Acquisitions Advisory firm serving private owners of lower middle market businesses.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Crest Capital Advisorscrestcapadv.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 12 contacts → |
“Crest Capital works exclusively with wealth creators – Families who have successfully founded, financed, or managed Private Markets Asset Management Firms (GPs) and Corporations.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Seabird Investment Partnersseabirdfin.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 7 contacts → |
“Seabird provides boutique investment management to High-Net Worth Investors and Wealth Managers who seek a turn-key platform to deliver on behalf of their clients.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Growthpath Partnersgrowthpathpartners.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 6 contacts → |
“GrowthPath Partners is a technical accounting and advisory firm focused on preparing and supporting companies through Mergers & Acquisitions, SPAC’s, IPOs, and Reverse Mergers.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Aviara Partnersaviarapartners.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“At Aviara Partners (“Aviara”), our mission is clear: to provide customized advisory services and tailored capital raising solutions that empower both independent sponsors and…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Kalo Capital Managementkalocap.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“Kalo Capital Management specializes in providing investment management services to clients, focused on stock investment management.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cm3 Advisorycm3advisory.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“CM3 Advisory is a boutique accounting and advisory firm focused on serving middle-market private companies, independent sponsors, family offices and private equity funds.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | The Magnolia Firmthemagnoliafirm.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 4 contacts → |
“The Magnolia Firm is an M&A advisory firm built by founders, for founders.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Baypont Acquisition Partnersbaypont.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Baypont Acquisition Partners is based in San Diego, CA.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Barrel Rate Capitalbarrelrate.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Barrel Rate seeks to generate an outsized multiple of capital by partnering with private equity general partners and independent sponsors who are able to identify proprietary…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Azimuth M&a Advisorsazimuthma.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Azimuth M&A Advisors is an integrated independent mergers and acquisitions (M&A) advisory and wealth management firm that advises and guides CEOs / business owners of middle…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Archipelago Wealth Managementarchipelagowm.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“At Archipelago Wealth Management, our story is a testament to the transformative power of financial expertise and a genuine commitment to our clients’ success.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Valuestreet Equity Partnersvaluestreet.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“ValueStreet is a private equity firm investing in quality small businesses, generating between $500k-$2M in annual cash flow, with the potential to grow indefinitely in the future.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Cedarwood Asset Managementcedarwam.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Our approach is to understand our client's individual needs and to gain insight into the strategic investment challenges they face, in order to provide specific opportunities…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Cloudbreak Capitalcloudbreakcapital.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 1 contacts → |
“Cloudbreak Capital is a global private equity firm, serving clients in several areas including technology, real estate, energy, healthcare, business services, manufacturing…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Zeal Partnerszealpartners.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Zeal Partners was founded to acquire and grow a single, high quality company.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Next Alpha Capital, LLCnextalphacapital.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Private investment management and advisory firm.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Marketviewmarket-view.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Selling your privately-held business ($5M-$50M revenue) is one of the most significant transactions of your life.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Binary-Helixbinary-helix.com HQ: San Diego, United StatesReported employees: 1-10 | San Diego, United States | 1-10 | Exact match | 1 contacts → |
“Binary-Helix is a leading global investment firm specializing in creating long-term value for our clients via an array of alternative asset classes in private equity, real estate…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Hustler Capital LLChustlercap.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Hustler Capital LLC is a San Diego based firm that focuses on helping its clients through financial consulting, including: Mid Market Debt Underwriting and Placement, M&A…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Spirit Global Investment Advisorsspiritglobalinvestments.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Spirit Global Investment Advisors is the specialized hub for ultra high-net-worth and family office clients who hold meaningful digital assets and seek integrated wealth…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 51 company matches
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Private equity advisors: dataset insights
September 14, 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
51 records in the displayed employee bands.
0 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 Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, 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 14, 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 ↗
Private equity advisors by metro in the United States
- Private equity advisors in New York807
- Private equity advisors in Chicago214
- Private equity advisors in Dallas155
- Private equity advisors in Los Angeles143
- Private equity advisors in Miami134
- Private equity advisors in Houston123
- Private equity advisors in Boston122
- Private equity advisors in Atlanta113
- Private equity advisors in San Francisco111
- Private equity advisors in Austin81
- Private equity advisors in Denver74
- Private equity advisors in Charlotte70
- Private equity advisors in Newport Beach57
- Private equity advisors in Washington50
- Private equity advisors in Seattle45
- Private equity advisors in Scottsdale40
- Private equity advisors in Tampa37
- Private equity advisors in Minneapolis35
- Private equity advisors in Stamford32
- Private equity advisors in Birmingham31
- Private equity advisors in Philadelphia31
- Private equity advisors in Phoenix30
- Private equity advisors in Santa Monica27
- Private equity advisors in Nashville26
- Private equity advisors in Boca Raton25
Questions about this company list
What does Exact match mean for private equity 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 private equity advisors did RevenueBase find based in San Diego, United States?
The saved snapshot records 51 matching company records, 302 tracked contacts and 158 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 14, 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
Private equity advisors by geography
- Private equity advisors based in the United States
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- Private equity advisors based in Australia
- Private equity advisors based in France
- Private equity advisors based in Brazil
- Private equity advisors based in Canada
- Private equity advisors based in Germany
- Private equity advisors based in Switzerland
- Private equity advisors based in Spain
- Private equity advisors based in the Netherlands
- Private equity advisors based in South Africa
- Private equity advisors based in Italy
Cite this list
RevenueBase Data Team. Top 25 private equity advisors based in San Diego, United States. Snapshot: September 14, 2026. https://revenuebase.ai/companies/private-equity-advisors/united-states/san-diego.
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
- Private equity advisors based in the United States
- Private equity advisors based in the United Kingdom
- Private equity advisors based in Australia
- Private equity advisors based in France
- Private equity advisors based in Brazil
- Private equity advisors based in Canada