Company lists · Data refreshed September 2026

Top 25 Upper middle market private equity firms based in Newport Beach, United States

RevenueBase identified 49 company matches for upper middle market private equity firms associated with Newport Beach, United States as of September 2026 and tracks 231 professional contacts across them, including 89 with verified work emails. Across the United States, New York is the largest hub for this category (988 companies); Newport Beach has 49.

This list covers company matches for upper middle market private equity firms associated with Newport Beach, 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 21, 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 21, 2026 How this list was built
49Companies
231Contacts tracked
89Verified emails
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The 25 largest upper middle market private equity firms based in Newport Beach, United States

Ranked by team size
Top 25 of 49 company matches for upper middle market private equity firms based in Newport Beach, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 202611-5016 contacts →

Exact match

“L Squared Capital Partners is a private equity investment firm headquartered in Newport Beach, CA, with approximately $5.3 billion of cumulative capital commitments that seeks to…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 20261-1016 contacts →

Exact match

“RX3 Growth Partners is an institutional growth equity firm focused on the consumer sector.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 202611-5014 contacts →

Exact match

“Global Finance Group, Inc.(previously Global Vantage Ltd.) provides private and public mid-market companies with a variety of merger and acquisition, merchant banking, equipment…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 20261-1013 contacts →

Exact match

“CB Capital Partners offers M&A advisory, capital raise advisory, and valuation opinions to private middle market companies.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 20261-1011 contacts →

Exact match

“The Courtney Group provides private equity and investment banking services.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 20261-1011 contacts →

Exact match

“Jupiter Holdings LLC is a Newport Beach, California-based private investment firm specializing in alternative investments and the pursuit of superior absolute returns.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 20261-1010 contacts →

Exact match

“Greenfield Solomon is a private equity firm that specializes in providing alternative financing for small-to-midsize companies and real estate syndications.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 202611-509 contacts →

Exact match

“Ault & Company is a private holding company located in Orange County, California with a focus on Private Equity and Venture Capital.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 20261-107 contacts →

Exact match

“Real Estate Development Associates (REDA) is a diversified investment company which acquires and develops industrial and office properties in Southern California.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 202611-506 contacts →

Exact match

“Lotus Domaine is a private equity fund that builds wealth for its investors by acquiring, transforming, and exiting high-potential, small to mid-size technology companies that…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 20261-105 contacts →

Exact match

“SYSTM Brands is a team of proven executives, experienced operators and passionate founders who are dedicated to growing brands that deliver truly impactful and innovative products.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 20261-105 contacts →

Exact match

“Solis Capital Partners is a private equity firm based in Southern California.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 20261-105 contacts →

Exact match

“Riviera Capital is a leading private equity firm investing in micro-cap companies.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 20261-104 contacts →

Exact match

“Valkyrie Brands, LLC (‘Valkyrie’), Private Equity.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 2026201-5003 contacts →

Exact match

“Eagle Four Partners has participated as the lead equity investor in numerous real estate transactions throughout the United States, including most notably the acquisition of the…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 20261-103 contacts →

Exact match

“Emerald Creek Group, LLC is a Southern California based private equity firm focused on real estate with the primary objective of building an investment portfolio focused on…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 20261-103 contacts →

Exact match

“Aero-mark, LLC is a private investment firm with over 35 years of experience in the acquisition, growth, and improvement of companies.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 20261-103 contacts →

Exact match

“XMF Capital is a global private investment firm.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 202611-503 contacts →

Exact match

“Pacific Reliance medical M&A advisors are a national full-service business intermediary specializing in the marketing and sales of medical sector businesses with annual revenues…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 20261-103 contacts →

Exact match

“Founded in January 2003, Five Crowns Capital is a private investment firm that sponsors buyouts of small and middle market companies.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 20261-102 contacts →

Exact match

“Axle Point Capital leverages its extensive experience in the lower middle market business services and diversified industrials sectors to invest in and partner with talented…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 202611-502 contacts →

Exact match

“Excelsior Capital Partners is focused on investing in distressed debt, special situations, and specialty lending across commercial real estate and operating companies.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 20261-101 contacts →

Exact match

“We buy and grow family owned businesses.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 20261-101 contacts →

Exact match

“TBG Equity was founded by a team that partners with current business owners to invest and grow companies.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25Exact matchNewport Beach, CA, United StatesHQ recorded Sep 21, 20261-101 contacts →

Exact match

“Avenue Equities is a private investment firm specializing in sourcing, acquiring and managing real estate assets in fast growing markets with a focus on special situation…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

Showing 25 of 49 upper middle market private equity firms based in Newport Beach, United States

See the full list, filter by size, metro and specialty, and access 89 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Upper middle market private equity firms based in Newport Beach, United States at a glance

As of Sep 21, 2026
38.5%Verified-email coverage
4.7Average contacts per company
1-10Median size (employees)
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
33
11-50
15
201-500
1

Email recency for this list is measured across the whole United States list rather than for Newport Beach, so it is reported there. Company counts and contact totals on this page are exact for Newport Beach, over 49 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 Newport Beach, United States whose business descriptions match “upper middle market private equity 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 89 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 21, 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.

Upper middle market private equity firms 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 “upper middle market private equity firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many upper middle market private equity firms are there based in Newport Beach, United States?

RevenueBase identified 49 company matches for upper middle market private equity firms associated with Newport Beach, 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?

L Squared Capital Partners 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 upper middle market private equity firms?

New York leads the United States with 988 company records, followed by Chicago (333) and Dallas (294). Newport Beach has 49.

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 89 professional contacts with verified work emails tracked across these 49 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 21, 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.