Company lists · Data refreshed September 2026

Top 25 Private equity advisors based in San Francisco, United States

Name: Private equity advisors based in San Francisco, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 133 companies tracked

RevenueBase identified 133 private equity advisors headquartered in San Francisco, United States as of September 2026 and tracks 932 professional contacts across them, including 400 with verified work emails. New York is the largest hub.

This list covers private equity advisors headquartered in San Francisco, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review

133Companies

932Contacts tracked

400Verified emails

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The 25 largest private equity advisors based in San Francisco, United States

Ranked by team size

Top 25 of 133 private equity advisors based in San Francisco, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private equity advisors: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Genstar CapitalStrong evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	11-50	84
	“Genstar Capital is a leading middle-market private equity firm, investing in high quality companies for over 30 years.” Source: company website · checked Sep 5, 2026
2	ComcapPartial evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	51-200	61
	“ComCap was founded in 2012 to provide financial and strategic advisory services on mergers and acquisitions, corporate divestitures, and financings.” Source: company website · checked Sep 5, 2026
3	Mcmorgan & CompanyPartial evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	11-50	49
	“McMorgan & Company offers thoughtful, relevant solutions through a combination of proprietary strategies, unique access vehicles, sub-advisory relationships, and select…” Source: company website · checked Sep 5, 2026
4	CDSIndirect evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	11-50	37
	“CDS is now part of CrossCountry Consulting.” Source: company website · checked Sep 5, 2026
5	Housatonic PartnersStrong evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	11-50	28
	“Housatonic Partners is a private equity firm investing in high growth, recurring revenue service companies operating in a number of industries including healthcare, software, and…” Source: company website · checked Sep 5, 2026
6	Baer Investment Advisory LLCIndirect evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	1-10	23
	“BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.” Source: company website · checked Sep 5, 2026
7	Nfluence PartnersIndirect evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	11-50	22
	“Founded in 2011 and rebranded as Nfluence Partners in 2018, Nfluence Partners is a boutique Investment Bank focused on advising companies at the intersection of technology and the…” Source: company website · checked Sep 5, 2026
8	Syon CapitalIndirect evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	11-50	21
	“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…” Source: company website · checked Sep 5, 2026
9	Seven Post Investment Office LPIndirect evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	11-50	19
	“We provide customized, independent counsel to clients with significant assets.” Source: company website · checked Sep 5, 2026
10	L Capital Search & AdvisoryStrong evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	11-50	17
	“L Capital partners with top-tier private equity firms and provides executive-led diligence and advisory services across the entire deal lifecycle.” Source: company website · checked Sep 5, 2026
11	Castle Crow & CompanyStrong evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	11-50	16
	“Castle Crow is a merchant banking group specializing in buyside private equity investments and now has affiliated deal team professionals in five North American locations…” Source: company website · checked Sep 5, 2026
12	Leading Edge Investment Advisors, LLCPartial evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	11-50	15
	“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…” Source: company website · checked Sep 5, 2026
13	ONE Wealth AdvisorsIndirect evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	1-10	14
	“We pride ourselves on the deep relationships we build with our clients.” Source: company website · checked Sep 5, 2026
14	Ponte PartnersPartial evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	1-10	14
	“Ponte Partners is an investment management firm headquartered in San Francisco, California, which collaborates with institutional and private investors, fund managers and…” Source: company website · checked Sep 5, 2026
15	Bivium Capital Partners, LLCIndirect evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	11-50	13
	“At Bivium Capital, we have partnered with investors and managers to help them achieve their strategic objectives since 2002.” Source: company website · checked Sep 5, 2026
16	Encore Consumer CapitalStrong evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	11-50	13
	“An innovative private equity firm built to capitalize on our investing experience and the operating expertise of our industry advisers to accelerate the growth of leading consumer…” Source: company website · checked Sep 5, 2026
17	Builder Advisor GroupPartial evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	11-50	13
	“Builder Advisor Group provides mergers & acquisitions, capital raising, and debt restructuring services to the residential real estate industry.” Source: company website · checked Sep 5, 2026
18	Telegraph Hill Advisors, LLCPartial evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	11-50	13
	“Telegraph Hill Advisors is a boutique investment bank based in San Francisco providing M&A, capital raising, and financial advisory services to emerging and growth technology…” Source: company website · checked Sep 5, 2026
19	Mission Creek Capital Partners INCPartial evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	11-50	12
	“Mission Creek Capital Partners is a fully independent registered investment advisor providing specialized investment management strategies and solutions for institutions, limited…” Source: company website · checked Sep 5, 2026
20	Spotlight Equity Partners, LLCStrong evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	11-50	12
	“Spotlight Equity Partners is a private equity firm focused on acquiring controlling interests in software and technology-enabled services companies headquartered in the United…” Source: company website · checked Sep 5, 2026
21	Intellectus Partners, LLCIndirect evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	11-50	11
	“Your business fuels your wealth.” Source: company website · checked Sep 5, 2026
22	Heron FinancePartial evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	11-50	11
	“Heron Finance provides individual investors, RIAs, and family offices with diversified private market investing portfolios.” Source: company website · checked Sep 5, 2026
23	MontcalmIndirect evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	1-10	10
	“Montcalm is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision.” Source: company website · checked Sep 5, 2026
24	Scenic AdvisementPartial evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	11-50	9
	“Scenic Advisement is the leading investment bank focused on secondary and primary capital raises for leading private companies.” Source: company website · checked Sep 5, 2026
25	Focus AdvisorsPartial evidence	San Francisco, CA, United StatesHQ checked Sep 5, 2026	1-10	8
	“Focus Advisors is the collision industry’s leading M&A advisory firm.” Source: company website · checked Sep 5, 2026

Showing 25 of 133 private equity advisors based in San Francisco, United States

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Private equity advisors based in San Francisco, United States at a glance

As of Sep 5, 2026

1-10Median size (employees)

New YorkLargest hub · 988 HQs

Contacts with mobile numbers

Sep 5, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 133 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among private equity advisors, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in San Francisco, United States whose own description of what they do matches “private equity advisors”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among private equity advisors, and records with no verified work email. Companies headquartered outside San Francisco are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 400 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 5, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Private equity advisors by metro in the United States

Frequently asked

How many private equity advisors are there based in San Francisco, United States?

RevenueBase identified 133 private equity advisors headquartered in San Francisco, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Genstar Capital, headquartered in San Francisco, tops this list with the largest team on record.

Which city has the most private equity advisors?

New York leads with 988 headquartered companies, followed by Chicago (263) and Miami (202).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 400 verified decision-maker contacts tracked across these 133 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 5, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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.