Company lists · Data refreshed September 2026

Top 20 Private equity advisors based in Santa Monica, United States

RevenueBase identified 34 private equity advisors headquartered in Santa Monica, United States as of September 2026 and tracks 300 professional contacts across them, including 148 with verified work emails. New York is the largest hub.

This list covers private equity advisors headquartered in Santa Monica, 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
34Companies
300Contacts tracked
148Verified emails
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The 20 largest private equity advisors based in Santa Monica, United States

Ranked by team size
Top 20 of 34 private equity advisors based in Santa Monica, 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.
#CompanyHeadquartersEmployeesContacts
1
Delmorgan & COIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 202651-20051

“With over 150 years of combined experience and over $300 billion in successfully completed transactions, the professionals at DelMorgan provide world-class financial advice and…”

Source: company website · checked Sep 5, 2026
2
Ironsides AdvisoryPartial evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 202651-20049

“Ironsides is an M&A advisory firm focused exclusively on providing transaction services including financial and accounting due diligence, tax due diligence and structuring…”

Source: company website · checked Sep 5, 2026
3
Main Street AdvisorsPartial evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 202611-5039

“Main Street Advisors is a boutique investment and merchant banking firm providing individualized investment advisory services and strategic business advice to its clients.”

Source: company website · checked Sep 5, 2026
4
Montminy & COIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 202611-5036
Source: company website · checked Sep 5, 2026
5Santa Monica, CA, United StatesHQ checked Sep 5, 202651-20017

“Tennenbaum Capital Partners, LLC (“TCP”) is a leading alternative investment management firm founded in (its predecessor entity commenced operations in 1996) with a proven track…”

Source: company website · checked Sep 5, 2026
6
SLK Private WealthStrong evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 202611-5013

“SLK Private Wealth is a uniquely positioned independent financial advisory firm dedicated to partnering with successful people to build a sound path forward for their financial…”

Source: company website · checked Sep 5, 2026
7Santa Monica, CA, United StatesHQ checked Sep 5, 202611-5011

“Ocean Avenue Capital Partners is a lower-middle market private equity firm, based in Santa Monica, CA with over $1.9b of assets under management.”

Source: company website · checked Sep 5, 2026
8
ALTAIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 20261-108

“Strategic M&A services for business owners and institutional investors focused on outcomes.”

Source: company website · checked Sep 5, 2026
9
Fusion Capital PartnersStrong evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 20261-107

“Founded by a group of six investment professionals that average a decade of working together, Fusion Capital Partners is a Los Angeles based private equity firm pursuing…”

Source: company website · checked Sep 5, 2026
10
Sandfox AdvisorsPartial evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 20261-106

“Sandfox is a boutique advisory firm focused on digital media, eCommerce, and technology-enabled companies.”

Source: company website · checked Sep 5, 2026
11
Fluential Partners LLCPartial evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 20261-104

“Fluential Partners is a boutique investment bank advising middle-market companies on sell-side M&A, debt refinancing, and growth equity financing.”

Source: company website · checked Sep 5, 2026
12Santa Monica, CA, United StatesHQ checked Sep 5, 20261-104

“WellAcre Global Wealth Advisors provides tailored wealth management, customized financial planning, and decades of experience in tax planning and risk management.”

Source: company website · checked Sep 5, 2026
13
Light CAPPartial evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 20261-103

“A Private Multi-Family Office”

Source: company website · checked Sep 5, 2026
14
Software Capital AdvisorsIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 202611-502

“Software Capital is a premier investment bank providing best-in-class advice, execution, and negotiation on mergers & acquisitions and recapitalization transactions.”

Source: company website · checked Sep 5, 2026
15
Grade Water & Power LLCIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 202611-502

“We seek to invest with strong operating partners, seasoned executives, and high-quality financial investors to structure transactions and manage long-lived assets.”

Source: company website · checked Sep 5, 2026
16
Eddy FinancialPartial evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 20261-102

“Eddy Financial is a wealth management advisory firm established by Bob Eddy, MBA, ChFC®, CLU®, a veteran financial services professional with over 40 years of experience.”

Source: company website · checked Sep 5, 2026
17Santa Monica, CA, United StatesHQ checked Sep 5, 20261-101

“Ocean Avenue Wealth Management is a global financial advisory firm based in Santa Monica, California.”

Source: company website · checked Sep 5, 2026
18
Ocean Avenue PartnersIndirect evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 20261-101

“Ocean Avenue Partners is a global consulting group that specializes in the Alternative Investment Industry”

Source: company website · checked Sep 5, 2026
19
The Startup AcceleratorPartial evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 20261-101

“The Startup Accelerator offers several high-value engagement services including strategic advisory, business incubation, interim executive management, executive search and…”

Source: company website · checked Sep 5, 2026
20
Mcghee Risk Capital LLCPartial evidence
Santa Monica, CA, United StatesHQ checked Sep 5, 20261-101

“McGhee Risk Capital LLC is a merchant banking and strategic advisory firm founded in 2008, serving the corporate finance, capital markets, and investment needs of the insurance…”

Source: company website · checked Sep 5, 2026

Showing 20 of 34 private equity advisors based in Santa Monica, United States

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Private equity advisors based in Santa Monica, 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
21
11-50
9
51-200
4

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 Santa Monica, over 34 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 Santa Monica, 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 Santa Monica 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, 148 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 Santa Monica, United States?

RevenueBase identified 34 private equity advisors headquartered in Santa Monica, 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?

Delmorgan & CO, headquartered in Santa Monica, 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 148 verified decision-maker contacts tracked across these 34 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.