Company lists · Data refreshed September 2026
Top 25 Thematic investment managers based in San Francisco, United States
RevenueBase identified 65 company matches for thematic investment managers associated with San Francisco, United States as of September 2026 and tracks 1,896 professional contacts across them, including 1,326 with verified work emails. Across the United States, New York is the largest hub for this category (292 companies); San Francisco has 65.
This list covers company matches for thematic 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.
The 25 largest thematic investment managers based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 601 contacts → | ||||
Exact match “ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 363 contacts → | ||||
Exact match “Farallon Capital Management, L.L.C.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 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 | |||||
| 4 | 93 contacts → | ||||
Exact match “Woodline Partners is an investment firm that implements a fundamental sub-sector equity strategy.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 93 contacts → | ||||
Exact match “Since 1984, Parnassus Investments has invested differently.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 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 | |||||
| 7 | 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 | |||||
| 8 | 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 | |||||
| 9 | 33 contacts → | ||||
Exact match “Veris is an investment advisory firm that applies sustainable and impact investing expertise across public & private markets to help families and mission-driven organizations meet…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 28 contacts → | ||||
Exact match “Etho Capital is an active investment manager that generates highly diversified strategies comprised of only the most efficient and sustainable publicly-traded companies.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 25 contacts → | ||||
Exact match “The defining renewable energy focused investment management firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 24 contacts → | ||||
Exact match “Wahdy Capital is a technology focused investment manager based in San Francisco.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 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 | |||||
| 14 | 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 | |||||
| 15 | 14 contacts → | ||||
Exact match “Valiant Capital Management, L.P.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 13 contacts → | ||||
Exact match “At Bivium Capital, we have partnered with investors and managers to help them achieve their strategic objectives since 2002.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 11 contacts → | ||||
Exact match “Heron Finance provides individual investors, RIAs, and family offices with diversified private market investing portfolios.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 11 contacts → | ||||
Exact match “Kurv delivers actively managed, tax-efficient strategies to investors of all sizes.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 10 contacts → | ||||
Exact match “Founded in 2015, Hon•Te Advisors, LLC is an SF-based global macro investment firm that focuses on thematic, multi-asset class investing across developed and emerging markets.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 10 contacts → | ||||
Exact match “Montcalm is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “Tenzing Global Investors LLC is an investment advisor headquartered in San Francisco.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “Lavelle Capital is a private investment firm advising a select group of high-net-worth individuals and family offices.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “Trinity Alps Capital is a boutique institutional investment manager comprised of passionate, dedicated, and innately collaborative professionals with a singular goal to protect…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “Get access to the kinds of investments typically available only to the ultra-wealthy.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “Founded in November Avalon Global Asset Management, LLC is an SEC registered investment advisor based in San Francisco investing across specific growth-oriented sectors in the…” 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 “thematic 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 65 thematic investment managers based in San Francisco, United States
See the full list, filter by size, metro and specialty, and access 1,326 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Thematic investment managers based in San Francisco, United States at a glance
As of Sep 22, 2026Companies by employee count
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 65 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 “thematic 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 1,326 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.
Thematic 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 “thematic investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many thematic investment managers are there based in San Francisco, United States?
RevenueBase identified 65 company matches for thematic 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?
Iconiq 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 thematic investment managers?
New York leads the United States with 292 company records, followed by Boston (72) and San Francisco (65).
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 1,326 professional contacts with verified work emails tracked across these 65 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.
Ready to reach these companies? Verified emails and direct dials for all 65 thematic investment managers based in San Francisco, United States. Start with a free account, no credit card.
Download this list →Related lists
Thematic investment managers by geography
- Thematic investment managers based in Montreal, Canada
- Thematic investment managers based in Toronto, Canada
- Thematic investment managers based in Vancouver, Canada
- Thematic investment managers based in Atlanta, United States
- Thematic investment managers based in Boston, United States
- Thematic investment managers based in Chicago, United States
- Thematic investment managers based in Dallas, United States
- Thematic investment managers based in Los Angeles, United States
- Thematic investment managers based in Miami, United States
- Thematic investment managers based in New York, United States
- Thematic investment managers based in Australia
- Thematic investment managers based in Brazil
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Thematic investment managers based in Montreal, Canada
- Thematic investment managers based in Toronto, Canada
- Thematic investment managers based in Vancouver, Canada
- Thematic investment managers based in Atlanta, United States
- Thematic investment managers based in Boston, United States
- Thematic investment managers based in Chicago, United States
Company intelligence · public preview
Top 25 thematic investment managers based in San Francisco, 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 65 matching company records for thematic investment managers based in San Francisco, United States, with 1,896 tracked contacts and 1,326 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 22, 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 thematic investment managers based in San Francisco, 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 | Iconiqiconiq.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 601 contacts → |
“ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Farallon Capital Managementfaralloncapital.comHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 363 contacts → |
“Farallon Capital Management, L.L.C.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Jordan Park Groupjordanpark.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 191 contacts → |
“Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Woodline Partners LPwoodlinepartners.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 93 contacts → |
“Woodline Partners is an investment firm that implements a fundamental sub-sector equity strategy.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Parnassus Investmentsparnassus.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 93 contacts → |
“Since 1984, Parnassus Investments has invested differently.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Dragoneer Investment Groupdragoneer.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 85 contacts → |
“Dragoneer is a growth-oriented investment firm with over $35 billion in assets under management.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Mcmorgan & Companymcmorgan.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 49 contacts → |
“McMorgan & Company offers thoughtful, relevant solutions through a combination of proprietary strategies, unique access vehicles, sub-advisory relationships, and select…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Meritage Group LPmeritagegroup.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 47 contacts → |
“Meritage Group LP is a fundamentally oriented investment firm backed by evergreen, flexible capital.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Veris Wealth Partnersveriswp.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 33 contacts → |
“Veris is an investment advisory firm that applies sustainable and impact investing expertise across public & private markets to help families and mission-driven organizations meet…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Etho Capitalethocapital.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 28 contacts → |
“Etho Capital is an active investment manager that generates highly diversified strategies comprised of only the most efficient and sustainable publicly-traded companies.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Goodfinchgoodfinch.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 25 contacts → |
“The defining renewable energy focused investment management firm.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Wahdy Capitalwahdycapital.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 24 contacts → |
“Wahdy Capital is a technology focused investment manager based in San Francisco.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Colchis Capital Management, LPcolchiscapital.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 20 contacts → |
“Colchis Capital Management is an investment management firm headquartered in San Francisco, California.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 15 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Valiant Capital Managementvaliantcapital.com HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 14 contacts → |
“Valiant Capital Management, L.P.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Bivium Capital Partners, LLCbiviumcapital.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“At Bivium Capital, we have partnered with investors and managers to help them achieve their strategic objectives since 2002.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Heron Financeheronfinance.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 11 contacts → |
“Heron Finance provides individual investors, RIAs, and family offices with diversified private market investing portfolios.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Kurv Investment Managementkurvinvest.comHQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 11 contacts → |
“Kurv delivers actively managed, tax-efficient strategies to investors of all sizes.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Honte Advisors LLChonteinv.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 10 contacts → |
“Founded in 2015, Hon•Te Advisors, LLC is an SF-based global macro investment firm that focuses on thematic, multi-asset class investing across developed and emerging markets.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Montcalmmontcalmtcr.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 10 contacts → |
“Montcalm is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Tenzing Global Investorstenzing-global.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Tenzing Global Investors LLC is an investment advisor headquartered in San Francisco.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Lavelle Capitallavellecapital.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Lavelle Capital is a private investment firm advising a select group of high-net-worth individuals and family offices.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Trinity Alps Capitaltrinityalpscapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Trinity Alps Capital is a boutique institutional investment manager comprised of passionate, dedicated, and innately collaborative professionals with a singular goal to protect…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  IVY Investivyinvest.coHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Get access to the kinds of investments typically available only to the ultra-wealthy.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Avalon Global Asset Management, LLCavalon-global.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Founded in November Avalon Global Asset Management, LLC is an SEC registered investment advisor based in San Francisco investing across specific growth-oriented sectors in the…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 65 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Thematic investment managers: dataset insights
September 22, 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
65 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 Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 65 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 22, 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 ↗
Thematic investment managers by metro in the United States
Questions about this company list
What does Exact match mean for thematic investment managers?
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 thematic investment managers did RevenueBase find based in San Francisco, United States?
The saved snapshot records 65 matching company records, 1,896 tracked contacts and 1,326 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 22, 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
Thematic investment managers by geography
- Thematic investment managers based in Montreal, Canada
- Thematic investment managers based in Toronto, Canada
- Thematic investment managers based in Vancouver, Canada
- Thematic investment managers based in Atlanta, United States
- Thematic investment managers based in Boston, United States
- Thematic investment managers based in Chicago, United States
- Thematic investment managers based in Dallas, United States
- Thematic investment managers based in Los Angeles, United States
- Thematic investment managers based in Miami, United States
- Thematic investment managers based in New York, United States
- Thematic investment managers based in Australia
- Thematic investment managers based in Brazil
Cite this list
RevenueBase Data Team. Top 25 thematic investment managers based in San Francisco, United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/thematic-investment-managers/united-states/san-francisco.
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
- Thematic investment managers based in Montreal, Canada
- Thematic investment managers based in Toronto, Canada
- Thematic investment managers based in Vancouver, Canada
- Thematic investment managers based in Atlanta, United States
- Thematic investment managers based in Boston, United States
- Thematic investment managers based in Chicago, United States
Company intelligence · public preview
Top 25 thematic investment managers based in San Francisco, United States
RevenueBase records 65 matching company records for thematic investment managers based in San Francisco, United States, with 1,896 tracked contacts and 1,326 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 22, 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 thematic investment managers based in San Francisco, 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 | Iconiqiconiq.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 601 contacts → |
“ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Farallon Capital Managementfaralloncapital.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 363 contacts → |
“Farallon Capital Management, L.L.C.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Jordan Park Groupjordanpark.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 191 contacts → |
“Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Woodline Partners LPwoodlinepartners.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 93 contacts → |
“Woodline Partners is an investment firm that implements a fundamental sub-sector equity strategy.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Parnassus Investmentsparnassus.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 93 contacts → |
“Since 1984, Parnassus Investments has invested differently.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Dragoneer Investment Groupdragoneer.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 85 contacts → |
“Dragoneer is a growth-oriented investment firm with over $35 billion in assets under management.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Mcmorgan & Companymcmorgan.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 49 contacts → |
“McMorgan & Company offers thoughtful, relevant solutions through a combination of proprietary strategies, unique access vehicles, sub-advisory relationships, and select…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Meritage Group LPmeritagegroup.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 47 contacts → |
“Meritage Group LP is a fundamentally oriented investment firm backed by evergreen, flexible capital.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Veris Wealth Partnersveriswp.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 33 contacts → |
“Veris is an investment advisory firm that applies sustainable and impact investing expertise across public & private markets to help families and mission-driven organizations meet…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Etho Capitalethocapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 28 contacts → |
“Etho Capital is an active investment manager that generates highly diversified strategies comprised of only the most efficient and sustainable publicly-traded companies.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Goodfinchgoodfinch.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 25 contacts → |
“The defining renewable energy focused investment management firm.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wahdy Capitalwahdycapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 24 contacts → |
“Wahdy Capital is a technology focused investment manager based in San Francisco.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Colchis Capital Management, LPcolchiscapital.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 20 contacts → |
“Colchis Capital Management is an investment management firm headquartered in San Francisco, California.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 15 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Valiant Capital Managementvaliantcapital.com HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 14 contacts → |
“Valiant Capital Management, L.P.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Bivium Capital Partners, LLCbiviumcapital.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“At Bivium Capital, we have partnered with investors and managers to help them achieve their strategic objectives since 2002.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Heron Financeheronfinance.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 11 contacts → |
“Heron Finance provides individual investors, RIAs, and family offices with diversified private market investing portfolios.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Kurv Investment Managementkurvinvest.com HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 11 contacts → |
“Kurv delivers actively managed, tax-efficient strategies to investors of all sizes.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Honte Advisors LLChonteinv.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 10 contacts → |
“Founded in 2015, Hon•Te Advisors, LLC is an SF-based global macro investment firm that focuses on thematic, multi-asset class investing across developed and emerging markets.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Montcalmmontcalmtcr.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 10 contacts → |
“Montcalm is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Tenzing Global Investorstenzing-global.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Tenzing Global Investors LLC is an investment advisor headquartered in San Francisco.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Lavelle Capitallavellecapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Lavelle Capital is a private investment firm advising a select group of high-net-worth individuals and family offices.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Trinity Alps Capitaltrinityalpscapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Trinity Alps Capital is a boutique institutional investment manager comprised of passionate, dedicated, and innately collaborative professionals with a singular goal to protect…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | IVY Investivyinvest.co HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Get access to the kinds of investments typically available only to the ultra-wealthy.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Avalon Global Asset Management, LLCavalon-global.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Founded in November Avalon Global Asset Management, LLC is an SEC registered investment advisor based in San Francisco investing across specific growth-oriented sectors in the…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 65 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Thematic investment managers: dataset insights
September 22, 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
65 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 Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 65 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 22, 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 ↗
Thematic investment managers by metro in the United States
Questions about this company list
What does Exact match mean for thematic investment managers?
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 thematic investment managers did RevenueBase find based in San Francisco, United States?
The saved snapshot records 65 matching company records, 1,896 tracked contacts and 1,326 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 22, 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
Thematic investment managers by geography
- Thematic investment managers based in Montreal, Canada
- Thematic investment managers based in Toronto, Canada
- Thematic investment managers based in Vancouver, Canada
- Thematic investment managers based in Atlanta, United States
- Thematic investment managers based in Boston, United States
- Thematic investment managers based in Chicago, United States
- Thematic investment managers based in Dallas, United States
- Thematic investment managers based in Los Angeles, United States
- Thematic investment managers based in Miami, United States
- Thematic investment managers based in New York, United States
- Thematic investment managers based in Australia
- Thematic investment managers based in Brazil
Cite this list
RevenueBase Data Team. Top 25 thematic investment managers based in San Francisco, United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/thematic-investment-managers/united-states/san-francisco.
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
- Thematic investment managers based in Montreal, Canada
- Thematic investment managers based in Toronto, Canada
- Thematic investment managers based in Vancouver, Canada
- Thematic investment managers based in Atlanta, United States
- Thematic investment managers based in Boston, United States
- Thematic investment managers based in Chicago, United States