Company lists · Data refreshed September 2026

Top 25 Upper middle market private equity firms based in San Diego, United States

Name: Upper middle market private equity firms based in San Diego, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 52 companies tracked

RevenueBase identified 52 company matches for upper middle market private equity firms associated with San Diego, United States as of September 2026 and tracks 340 professional contacts across them, including 151 with verified work emails. Across the United States, New York is the largest hub for this category (988 companies); San Diego has 52.

This list covers company matches for upper middle market private equity firms associated with San Diego, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 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

52Companies

340Contacts tracked

151Verified emails

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The 25 largest upper middle market private equity firms based in San Diego, United States

Ranked by team size

Top 25 of 52 company matches for upper middle market private equity firms based in San Diego, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Neos Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	11-50	64 contacts →
	Exact match “Neos Partners is a middle-market investment firm focused on second-order investing in the energy transition and critical infrastructure sectors.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Seaside Equity Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	11-50	28 contacts →
	Exact match “Based in San Diego, Seaside Equity Partners is a growth-oriented and operationally focused private equity firm that seeks to provide capital, resources and strategic support to…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Interwest Capital	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	11-50	19 contacts →
	Exact match “Interwest Capital is a privately-held firm founded in early 2003 by executives with diversified backgrounds and extensive knowledge in the real estate and financial industries.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Gerber Goldschmidt Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	51-200	15 contacts →
	Exact match “Gerber Goldschmidt Group is a premier investment and international private equity firm established in 1920.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Allied HOA Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	1-10	15 contacts →
	Exact match “Welcome to Allied HOA Partners.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Castle Creek Capital	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	11-50	14 contacts →
	Exact match “Castle Creek is an alternative asset management firm focused on the community banking industry.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Cypress Ascendant Holdings, LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	1-10	14 contacts →
	Exact match “Cypress Ascendant is a highly diversified, small market, boutique investment group.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Accord Asset Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	11-50	13 contacts →
	Exact match “Accord is a San Diego, CA based private equity firm focused on partnering with management teams and founders to seek to create value and transformative growth.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Shoreline Partners, LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	1-10	13 contacts →
	Exact match “Shoreline Partners is a Mergers and Acquisitions Advisory firm serving private owners of lower middle market businesses.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Gateway Partners, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	11-50	9 contacts →
	Exact match “Gateway Partners, Inc.("GPI") is a specialized buy-side mergers and acquisitions firm serving the middle market.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	LLJ Ventures, LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “LLJ VENTURES, LLC is a company based out of 401 B ST STE 920, SAN DIEGO, California, United States.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	TVC Capital	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “TVC Capital is an operator-led growth equity firm focused on investments in and acquisitions of software companies.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Verde Equity Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “Verde Equity Partners is a private equity firm specializing in control buyouts of lower middle-market businesses and property services investments in the Western U.S.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Persient LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “At Persient, M&A is our singular focus.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Capitalsphere	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	11-50	5 contacts →
	Exact match “CapitalSphere helps middle market business owners meet private equity investors with the right resources to help their companies grow.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Sunset Coast Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “Sunset Coast Partners is an independent sponsor firm focused on acquisitions in the lower middle market.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Validex Global Investing	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “We invest at the inflection point of accelerating growth, at every stage of a company's evolution.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Barrel Rate Capital	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Barrel Rate seeks to generate an outsized multiple of capital by partnering with private equity general partners and independent sponsors who are able to identify proprietary…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Valuestreet Equity Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “ValueStreet is a private equity firm investing in quality small businesses, generating between $500k-$2M in annual cash flow, with the potential to grow indefinitely in the future.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Carib Ventures	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “CaribVentures is a family owned investment and operating fund committed to building exceptional companies primarily in the SaaS, artificial intelligence, digital media and B2B…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Cloudbreak Capital	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	11-50	1 contacts →
	Exact match “Cloudbreak Capital is a global private equity firm, serving clients in several areas including technology, real estate, energy, healthcare, business services, manufacturing…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Deprima Ventures	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “DePrima Ventures, was founded in 2001.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Indycal Holdings LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “IndyCal Holdings is a private investment firm that focuses on acquiring and investing in small-to-medium sized businesses across the United States.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Circle Square Capital	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “Founders of companies don’t fit into perfect circles or squares.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	Morpho Capital Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “Morpho Capital is a private equity investments firm focused on supporting scalable and sustainable businesses in the lower middle-market that have a proven businesses model and…” Recorded in the RevenueBase company graph · Sep 21, 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 “upper middle market private equity firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 52 upper middle market private equity firms based in San Diego, United States

See the full list, filter by size, metro and specialty, and access 151 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 San Diego, United States at a glance

As of Sep 21, 2026

44.4%Verified-email coverage

6.5Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 52 companies.

How this list was built

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

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with San Diego, United States whose business descriptions match “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 151 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 San Diego, United States?

RevenueBase identified 52 company matches for upper middle market private equity firms associated with San Diego, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Neos 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). San Diego has 52.

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 151 professional contacts with verified work emails tracked across these 52 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.