Company lists · Data refreshed September 2026

Top 25 Specialist investment managers based in San Francisco, United States

Name: Specialist investment managers 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 22, 2026 173 companies tracked

RevenueBase identified 173 company matches for specialist investment managers associated with San Francisco, United States as of September 2026 and tracks 5,373 professional contacts across them, including 2,962 with verified work emails. Across the United States, New York is the largest hub for this category (1,055 companies); San Francisco has 173.

This list covers company matches for specialist investment managers associated with San Francisco, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 22, 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 RevenueBase SmartSearch · Exact Recorded Sep 22, 2026 How this list was built

173Companies

5,373Contacts tracked

2,962Verified emails

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The 25 largest specialist investment managers based in San Francisco, United States

Ranked by team size

Top 25 of 173 company matches for specialist investment managers based in San Francisco, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	TPG	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	1,001-5,000	1,979 contacts →
	Exact match “TPG (Nasdaq: TPG) is a leading global alternative asset management firm, founded in San Francisco in 1992, with $306 billion of assets under management and investment and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Wells Fargo Private Bank	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	10001+	676 contacts →
	Exact match “As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Farallon Capital Management	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	201-500	363 contacts →
	Exact match “Farallon Capital Management, L.L.C.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Stockbridge	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	51-200	216 contacts →
	Exact match “Stockbridge is a private equity real estate investment management firm led by veteran industry professionals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Callan	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	51-200	201 contacts →
	Exact match “Callan was founded as an employee-owned investment consulting firm in 1973.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Jordan Park Group	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	51-200	191 contacts →
	Exact match “Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Parallel Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	51-200	129 contacts →
	Exact match “Parallel Advisors is a registered, independent wealth management firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	First Republic Private Wealth Management	Exact match	San Francisco, United StatesHQ recorded Sep 22, 2026	501-1,000	129 contacts →
	Exact match “First Republic is now part of JPMorgan Chase.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Robertson Stephens	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	51-200	105 contacts →
	Exact match “Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Dragoneer Investment Group	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	51-200	85 contacts →
	Exact match “Dragoneer is a growth-oriented investment firm with over $35 billion in assets under management.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Baker Street Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	51-200	67 contacts →
	Exact match “Baker Street Advisors is a San Francisco based, SEC Registered Investment Adviser (RIA) with over $19 billion under advisement.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Bakeravenue Wealth Management	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	51-200	51 contacts →
	Exact match “Since 2004, BakerAvenue has guided clients through personal and professional transitions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Mcmorgan & Company	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	11-50	49 contacts →
	Exact match “McMorgan & Company offers thoughtful, relevant solutions through a combination of proprietary strategies, unique access vehicles, sub-advisory relationships, and select…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Meritage Group LP	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	51-200	47 contacts →
	Exact match “Meritage Group LP is a fundamentally oriented investment firm backed by evergreen, flexible capital.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Ironwood Capital Management	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	11-50	47 contacts →
	Exact match “Ironwood Capital Management is a San Francisco-based alternative investment manager focused on constructing multi-manager hedge fund portfolios.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Fort Point Capital Partners	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	11-50	32 contacts →
	Exact match “Founded in 2008, Fort Point is an SEC-registered investment adviser that provides tailored investment solutions to individuals, wealth advisory firms, family offices, and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Headlands Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	11-50	28 contacts →
	Exact match “Headlands Capital is a boutique investment firm with more than $750 million in AUM, headquartered in San Francisco, with offices in New York, London and Bangalore.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	1sharpe Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	11-50	26 contacts →
	Exact match “Investment manager focused on real estate debt and equity across the US and Europe.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	Osborne Partners Capital Management, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	11-50	23 contacts →
	Exact match “Osborne Partners is an over 85-year-old firm that offers sophisticated investment management and active financial planning for families and institutions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Baer Investment Advisory LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	1-10	23 contacts →
	Exact match “BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Syon Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	11-50	21 contacts →
	Exact match “At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Colchis Capital Management, LP	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	11-50	20 contacts →
	Exact match “Colchis Capital Management is an investment management firm headquartered in San Francisco, California.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	Seven Post Investment Office LP	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	11-50	19 contacts →
	Exact match “We provide customized, independent counsel to clients with significant assets.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	Vernal Point Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	11-50	18 contacts →
	Exact match “Founded in 2012, Vernal Point is a San Francisco based RIA that partners with global ultra-high net worth families in the design and management of single-family offices.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	Leading Edge Investment Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 22, 2026	11-50	15 contacts →
	Exact match “Leading Edge Investment Advisors, LLC (“LEIA”) is a San Francisco based firm founded in August 2005 by Clayton Jue, who has over 25 years of experience in investment consulting…” Recorded in the RevenueBase company graph · Sep 22, 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 “specialist investment managers”. 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 173 specialist investment managers based in San Francisco, United States

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Specialist investment managers based in San Francisco, United States at a glance

As of Sep 22, 2026

55.1%Verified-email coverage

31.1Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

106

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 173 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with San Francisco, United States whose business descriptions match “specialist investment managers” 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 2,962 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 22, 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.

Specialist investment managers by metro in the United States

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 “specialist investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many specialist investment managers are there based in San Francisco, United States?

RevenueBase identified 173 company matches for specialist investment managers associated with San Francisco, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

TPG 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 specialist investment managers?

New York leads the United States with 1,055 company records, followed by Chicago (270) and Miami (238). San Francisco has 173.

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 2,962 professional contacts with verified work emails tracked across these 173 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 22, 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.