Company lists · Data refreshed September 2026
Top 25 Private markets firms based in San Diego, United States
RevenueBase identified 53 company matches for private markets firms associated with San Diego, United States as of September 2026 and tracks 395 professional contacts across them, including 166 with verified work emails. Across the United States, New York is the largest hub for this category (1,054 companies); San Diego has 53.
This list covers company matches for private markets firms 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 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 private markets firms 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 20, 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 20, 2026 · View company records in RevenueBase | |||||
| 3 | 15 contacts → | ||||
Exact match “Gerber Goldschmidt Group is a premier investment and international private equity firm established in 1920.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 14 contacts → | ||||
Exact match “Cypress Ascendant is a highly diversified, small market, boutique investment group.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 12 contacts → | ||||
Exact match “The Midtown National Group (MNG) is a boutique real estate investment management company that provides individuals, family offices, and other small investments firms the…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 8 contacts → | ||||
Exact match “Ethos Asset Management INC is an independent company based in the USA and participates a group of seven investment companies located in the USA, Portugal, Madrid, Dublin, London…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match “With over $2.5B in assets under managemwent, Equity Street Capital's strategy includes an intensive research and underwriting process along with our strategic partnerships with…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “LLJ VENTURES, LLC is a company based out of 401 B ST STE 920, SAN DIEGO, California, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 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 20, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “Alethea Capital Management, LLC is an investment management firm operating in both public markets and venture capital.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “AZVIA Commercial Financing (CA DRE#02253698) is a bespoke real estate and business advisory firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match “We believe in a diversified approach to investing that includes public as well as private investments, particularly in private real estate.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “Nicholas Investment Partners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “We invest in, and help, extraordinary people build better wealth performance platforms.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “SRS Wealth Management is an investment firm that has been serving Southern California for over 25 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “We are an investment manager specializing in real estate securities.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 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 20, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “At Lumena Financial Strategies, we bring a well-grounded and innovative approach to wealth management, utilizing the collective experience of the team to provide clients and their…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “Top Mark Capital Partners (TMCP) is an investment partnership managed by cashflow investors that also happen to be technologists.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 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 20, 2026 · View company records in RevenueBase | |||||
| 21 | 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 20, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “ARC Family Office is a one-stop shop for families seeking to invest in commercial real estate.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Private investment management and advisory firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Longley Capital invests in meaningful companies at the forefront of emerging technologies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Noam Newman founded Venture Equity Partners // WEST (VEP // WEST) in 2010 to serve real estate investors and high net worth individuals in growing and developing their real estate…” 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 “private markets firms”. 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 53 private markets firms based in San Diego, United States
See the full list, filter by size, metro and specialty, and access 166 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Private markets firms based in San Diego, 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 Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 53 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 markets firms” 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 166 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.
Private markets firms by metro in the United States
- Private markets firms in New York1054
- Private markets firms in Chicago202
- Private markets firms in Dallas192
- Private markets firms in Los Angeles188
- Private markets firms in Miami181
- Private markets firms in Boston139
- Private markets firms in San Francisco129
- Private markets firms in Houston124
- Private markets firms in Austin97
- Private markets firms in Atlanta95
- Private markets firms in Denver70
- Private markets firms in Newport Beach50
- Private markets firms in Washington46
- Private markets firms in Tampa45
- Private markets firms in Charlotte43
- Private markets firms in Seattle39
- Private markets firms in Stamford39
- Private markets firms in Minneapolis37
- Private markets firms in Scottsdale35
- Private markets firms in Orlando33
- Private markets firms in West Palm Beach33
- Private markets firms in Beverly Hills28
- Private markets firms in Phoenix28
- Private markets firms in Salt Lake City27
- Private markets firms in Santa Monica26
- Private markets firms in Birmingham25
- Private markets firms in Philadelphia25
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 markets firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many private markets firms are there based in San Diego, United States?
RevenueBase identified 53 company matches for private markets firms 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 markets firms?
New York leads the United States with 1,054 company records, followed by Chicago (202) and Dallas (192). San Diego has 53.
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 166 professional contacts with verified work emails tracked across these 53 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 53 private markets firms based in San Diego, United States. Start with a free account, no credit card.
Download this list →Related lists
Private markets firms by geography
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- Private markets firms based in Sydney, Australia
- Private markets firms based in Calgary, Canada
- Private markets firms based in Montreal, Canada
- Private markets firms based in Toronto, Canada
- Private markets firms based in Vancouver, Canada
- Private markets firms based in Berlin, Germany
- Private markets firms based in Frankfurt, Germany
- Private markets firms based in Hamburg, Germany
- Private markets firms based in Munich, Germany
- Private markets firms based in Bangalore, India
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
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- New lists
- Private markets firms based in Brisbane, Australia
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Company intelligence · public preview
Top 25 private markets firms 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 53 matching company records for private markets firms based in San Diego, United States, with 395 tracked contacts and 166 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 private markets firms 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 20, 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Gerber Goldschmidt Groupggginvestments.comHQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 15 contacts → |
“Gerber Goldschmidt Group is a premier investment and international private equity firm established in 1920.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Cypress Ascendant Holdings, LLCcypress-ascendant.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 14 contacts → |
“Cypress Ascendant is a highly diversified, small market, boutique investment group.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Midtown National Groupmidtown-national.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 12 contacts → |
“The Midtown National Group (MNG) is a boutique real estate investment management company that provides individuals, family offices, and other small investments firms the…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Ethos Asset Management INCethosasset.comHQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 8 contacts → |
“Ethos Asset Management INC is an independent company based in the USA and participates a group of seven investment companies located in the USA, Portugal, Madrid, Dublin, London…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Equity Street Capitalequitystreetcapital.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 7 contacts → |
“With over $2.5B in assets under managemwent, Equity Street Capital's strategy includes an intensive research and underwriting process along with our strategic partnerships with…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  LLJ Ventures, LLClljventures.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 7 contacts → |
“LLJ VENTURES, LLC is a company based out of 401 B ST STE 920, SAN DIEGO, California, United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Alethea Capital Management LLCaletheallc.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 7 contacts → |
“Alethea Capital Management, LLC is an investment management firm operating in both public markets and venture capital.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Azvia Commercial Financingazvia.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 7 contacts → |
“AZVIA Commercial Financing (CA DRE#02253698) is a bespoke real estate and business advisory firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Eiger Wealth Management, LLCeigerwealth.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 6 contacts → |
“We believe in a diversified approach to investing that includes public as well as private investments, particularly in private real estate.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Nicholas Investment Partners, L.Pnicpartners.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 6 contacts → |
“Nicholas Investment Partners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  BXC Partnersbxcpartners.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“We invest in, and help, extraordinary people build better wealth performance platforms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  SRS Wealth Management LLCsrswealthmanagement.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“SRS Wealth Management is an investment firm that has been serving Southern California for over 25 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | American Assets Capital Advisers, LLCaacadvisers.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 3 contacts → |
“We are an investment manager specializing in real estate securities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Lumena Financial Strategieslumenafinancial.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“At Lumena Financial Strategies, we bring a well-grounded and innovative approach to wealth management, utilizing the collective experience of the team to provide clients and their…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  TOP Mark Capitaltopmarkcapital.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Top Mark Capital Partners (TMCP) is an investment partnership managed by cashflow investors that also happen to be technologists.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | ARC Family Officearcfamilyoffice.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“ARC Family Office is a one-stop shop for families seeking to invest in commercial real estate.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Longley Capitallongleycapital.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Longley Capital invests in meaningful companies at the forefront of emerging technologies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Venture Equity Partners Westvepwest.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Noam Newman founded Venture Equity Partners // WEST (VEP // WEST) in 2010 to serve real estate investors and high net worth individuals in growing and developing their real estate…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 53 company matches
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Private markets firms: 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
53 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 53 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 ↗
Private markets firms by metro in the United States
- Private markets firms in New York1054
- Private markets firms in Chicago202
- Private markets firms in Dallas192
- Private markets firms in Los Angeles188
- Private markets firms in Miami181
- Private markets firms in Boston139
- Private markets firms in San Francisco129
- Private markets firms in Houston124
- Private markets firms in Austin97
- Private markets firms in Atlanta95
- Private markets firms in Denver70
- Private markets firms in Newport Beach50
- Private markets firms in Washington46
- Private markets firms in Tampa45
- Private markets firms in Charlotte43
- Private markets firms in Seattle39
- Private markets firms in Stamford39
- Private markets firms in Minneapolis37
- Private markets firms in Scottsdale35
- Private markets firms in Orlando33
- Private markets firms in West Palm Beach33
- Private markets firms in Beverly Hills28
- Private markets firms in Phoenix28
- Private markets firms in Salt Lake City27
- Private markets firms in Santa Monica26
- Private markets firms in Birmingham25
- Private markets firms in Philadelphia25
Questions about this company list
What does Exact match mean for private markets firms?
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 markets firms did RevenueBase find based in San Diego, United States?
The saved snapshot records 53 matching company records, 395 tracked contacts and 166 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
Private markets firms by geography
- Private markets firms based in Brisbane, Australia
- Private markets firms based in Melbourne, Australia
- Private markets firms based in Sydney, Australia
- Private markets firms based in Calgary, Canada
- Private markets firms based in Montreal, Canada
- Private markets firms based in Toronto, Canada
- Private markets firms based in Vancouver, Canada
- Private markets firms based in Berlin, Germany
- Private markets firms based in Frankfurt, Germany
- Private markets firms based in Hamburg, Germany
- Private markets firms based in Munich, Germany
- Private markets firms based in Bangalore, India
Cite this list
RevenueBase Data Team. Top 25 private markets firms based in San Diego, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/private-markets-firms/united-states/san-diego.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 25 private markets firms based in San Diego, United States
RevenueBase records 53 matching company records for private markets firms based in San Diego, United States, with 395 tracked contacts and 166 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 private markets firms 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 20, 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Gerber Goldschmidt Groupggginvestments.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 15 contacts → |
“Gerber Goldschmidt Group is a premier investment and international private equity firm established in 1920.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Cypress Ascendant Holdings, LLCcypress-ascendant.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 14 contacts → |
“Cypress Ascendant is a highly diversified, small market, boutique investment group.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Midtown National Groupmidtown-national.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 12 contacts → |
“The Midtown National Group (MNG) is a boutique real estate investment management company that provides individuals, family offices, and other small investments firms the…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Ethos Asset Management INCethosasset.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 8 contacts → |
“Ethos Asset Management INC is an independent company based in the USA and participates a group of seven investment companies located in the USA, Portugal, Madrid, Dublin, London…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Equity Street Capitalequitystreetcapital.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 7 contacts → |
“With over $2.5B in assets under managemwent, Equity Street Capital's strategy includes an intensive research and underwriting process along with our strategic partnerships with…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | LLJ Ventures, LLClljventures.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 7 contacts → |
“LLJ VENTURES, LLC is a company based out of 401 B ST STE 920, SAN DIEGO, California, United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Alethea Capital Management LLCaletheallc.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 7 contacts → |
“Alethea Capital Management, LLC is an investment management firm operating in both public markets and venture capital.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Azvia Commercial Financingazvia.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 7 contacts → |
“AZVIA Commercial Financing (CA DRE#02253698) is a bespoke real estate and business advisory firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Eiger Wealth Management, LLCeigerwealth.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 6 contacts → |
“We believe in a diversified approach to investing that includes public as well as private investments, particularly in private real estate.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Nicholas Investment Partners, L.Pnicpartners.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 6 contacts → |
“Nicholas Investment Partners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | BXC Partnersbxcpartners.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“We invest in, and help, extraordinary people build better wealth performance platforms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | SRS Wealth Management LLCsrswealthmanagement.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“SRS Wealth Management is an investment firm that has been serving Southern California for over 25 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | American Assets Capital Advisers, LLCaacadvisers.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 3 contacts → |
“We are an investment manager specializing in real estate securities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Lumena Financial Strategieslumenafinancial.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“At Lumena Financial Strategies, we bring a well-grounded and innovative approach to wealth management, utilizing the collective experience of the team to provide clients and their…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | TOP Mark Capitaltopmarkcapital.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“Top Mark Capital Partners (TMCP) is an investment partnership managed by cashflow investors that also happen to be technologists.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | ARC Family Officearcfamilyoffice.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“ARC Family Office is a one-stop shop for families seeking to invest in commercial real estate.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Longley Capitallongleycapital.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Longley Capital invests in meaningful companies at the forefront of emerging technologies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Venture Equity Partners Westvepwest.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Noam Newman founded Venture Equity Partners // WEST (VEP // WEST) in 2010 to serve real estate investors and high net worth individuals in growing and developing their real estate…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 53 company matches
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Private markets firms: 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
53 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 53 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 ↗
Private markets firms by metro in the United States
- Private markets firms in New York1054
- Private markets firms in Chicago202
- Private markets firms in Dallas192
- Private markets firms in Los Angeles188
- Private markets firms in Miami181
- Private markets firms in Boston139
- Private markets firms in San Francisco129
- Private markets firms in Houston124
- Private markets firms in Austin97
- Private markets firms in Atlanta95
- Private markets firms in Denver70
- Private markets firms in Newport Beach50
- Private markets firms in Washington46
- Private markets firms in Tampa45
- Private markets firms in Charlotte43
- Private markets firms in Seattle39
- Private markets firms in Stamford39
- Private markets firms in Minneapolis37
- Private markets firms in Scottsdale35
- Private markets firms in Orlando33
- Private markets firms in West Palm Beach33
- Private markets firms in Beverly Hills28
- Private markets firms in Phoenix28
- Private markets firms in Salt Lake City27
- Private markets firms in Santa Monica26
- Private markets firms in Birmingham25
- Private markets firms in Philadelphia25
Questions about this company list
What does Exact match mean for private markets firms?
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 markets firms did RevenueBase find based in San Diego, United States?
The saved snapshot records 53 matching company records, 395 tracked contacts and 166 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.
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Cite this list
RevenueBase Data Team. Top 25 private markets firms based in San Diego, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/private-markets-firms/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 markets firms based in Brisbane, Australia
- Private markets firms based in Melbourne, Australia
- Private markets firms based in Sydney, Australia
- Private markets firms based in Calgary, Canada
- Private markets firms based in Montreal, Canada
- Private markets firms based in Toronto, Canada