Company lists · Data refreshed September 2026
Top 25 Upper middle market private equity firms based in Newport Beach, United States
RevenueBase identified 49 upper middle market private equity firms headquartered in Newport Beach, United States as of September 2026 and tracks 231 professional contacts across them, including 89 with verified work emails. New York is the largest hub.
This list covers upper middle market private equity firms headquartered in Newport Beach, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 upper middle market private equity firms based in Newport Beach, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 16 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 16 contacts → | ||||
Partial evidence “RX3 Growth Partners is an institutional growth equity firm focused on the consumer sector.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 14 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 13 contacts → | ||||
Strong evidence “CB Capital Partners offers M&A advisory, capital raise advisory, and valuation opinions to private middle market companies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 11 contacts → | ||||
Strong evidence “The Courtney Group provides private equity and investment banking services.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 11 contacts → | ||||
Partial evidence “Jupiter Holdings LLC is a Newport Beach, California-based private investment firm specializing in alternative investments and the pursuit of superior absolute returns.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Strong evidence “Greenfield Solomon is a private equity firm that specializes in providing alternative financing for small-to-midsize companies and real estate syndications.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Strong evidence “Ault & Company is a private holding company located in Orange County, California with a focus on Private Equity and Venture Capital.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Indirect evidence “Real Estate Development Associates (REDA) is a diversified investment company which acquires and develops industrial and office properties in Southern California.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Strong evidence “Solis Capital Partners is a private equity firm based in Southern California.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Strong evidence “Riviera Capital is a leading private equity firm investing in micro-cap companies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Strong evidence “Valkyrie Brands, LLC (‘Valkyrie’), Private Equity.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Strong evidence “Aero-mark, LLC is a private investment firm with over 35 years of experience in the acquisition, growth, and improvement of companies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Partial evidence “XMF Capital is a global private investment firm.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Strong evidence “Founded in January 2003, Five Crowns Capital is a private investment firm that sponsors buyouts of small and middle market companies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “Excelsior Capital Partners is focused on investing in distressed debt, special situations, and specialty lending across commercial real estate and operating companies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “We buy and grow family owned businesses.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Partial evidence “TBG Equity was founded by a team that partners with current business owners to invest and grow companies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: upper middle market private equity firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names upper middle market private equity firms.
- Partial evidence
- Its own public description names part of upper middle market private equity firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name upper middle market private equity firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 49 upper middle market private equity firms based in Newport Beach, United States
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Upper middle market private equity firms based in Newport Beach, United States at a glance
As of Sep 21, 2026Companies by employee count
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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among upper middle market private equity firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Newport Beach, United States whose own description of what they do matches “upper middle market private equity firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names upper middle market private equity firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among upper middle market private equity firms, and records with no verified work email. Companies headquartered outside Newport Beach are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 89 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Upper middle market private equity firms by metro in the United States
- Upper middle market private equity firms in New York958
- Upper middle market private equity firms in Chicago333
- Upper middle market private equity firms in Dallas294
- Upper middle market private equity firms in Los Angeles231
- Upper middle market private equity firms in Houston194
- Upper middle market private equity firms in Boston186
- Upper middle market private equity firms in Austin171
- Upper middle market private equity firms in San Francisco170
- Upper middle market private equity firms in Miami162
- Upper middle market private equity firms in Atlanta149
- Upper middle market private equity firms in Denver107
- Upper middle market private equity firms in Charlotte93
- Upper middle market private equity firms in Greenwich67
- Upper middle market private equity firms in Washington61
- Upper middle market private equity firms in Tampa54
- Upper middle market private equity firms in San Diego52
- Upper middle market private equity firms in Nashville50
- Upper middle market private equity firms in Newport Beach49
- Upper middle market private equity firms in Seattle49
- Upper middle market private equity firms in Minneapolis46
- Upper middle market private equity firms in Cleveland42
- Upper middle market private equity firms in Philadelphia40
- Upper middle market private equity firms in Birmingham39
- Upper middle market private equity firms in Salt Lake City37
- Upper middle market private equity firms in Boca Raton36
- Upper middle market private equity firms in Phoenix34
- Upper middle market private equity firms in Santa Monica34
- Upper middle market private equity firms in Beverly Hills33
- Upper middle market private equity firms in West Palm Beach33
- Upper middle market private equity firms in Scottsdale31
- Upper middle market private equity firms in New York City30
- Upper middle market private equity firms in Stamford30
- Upper middle market private equity firms in Cincinnati29
- Upper middle market private equity firms in Columbus26
- Upper middle market private equity firms in Fort Lauderdale26
- Upper middle market private equity firms in Orlando26
- Upper middle market private equity firms in Palo Alto26
- Upper middle market private equity firms in Pittsburgh26
- Upper middle market private equity firms in Indianapolis25
- Upper middle market private equity firms in Las Vegas25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names upper middle market private equity firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many upper middle market private equity firms are there based in Newport Beach, United States?
RevenueBase identified 49 upper middle market private equity firms headquartered in Newport Beach, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
L Squared Capital Partners, headquartered in Newport Beach, tops this list with the largest team on record.
Which city has the most upper middle market private equity firms?
New York leads with 958 headquartered companies, followed by Chicago (333) and Dallas (294).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 89 verified decision-maker contacts tracked across these 49 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 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 Smart Search, 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.
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