Company Name

Industry

Location

Revenue

Employees

CFG Wealth Management

Investment Management

United States, California

$50M to $100M

11-50

Anthos Capital

Investment Management

United States, California

$50M to $100M

11-50

BRI

Investment Management

United States, California

$50M to $100M

11-50

Post Advisory Group

Investment Management

United States, California

$50M to $100M

11-50

Tensile Capital Management

Investment Management

United States, California

$50M to $100M

11-50

Revitate

Investment Management

United States, California

$50M to $100M

11-50

Private Asset Management

Investment Management

United States, California

$25M to $50M

11-50

Halbert Hargrove

Investment Management

United States, California

$25M to $50M

11-50

Ironwood Capital Management

Investment Management

United States, California

$25M to $50M

11-50

Alamo Capital

Investment Management

United States, California

$25M to $50M

11-50

ValueAct Capital

Investment Management

United States, California

$25M to $50M

11-50

Bell Investment Advisors

Investment Management

United States, California

$25M to $50M

11-50

Crosslink Capital

Investment Management

United States, California

$25M to $50M

11-50

Nephila Advisors

Investment Management

United States, California

$25M to $50M

11-50

Hennessy Funds

Investment Management

United States, California

$25M to $50M

11-50

Fort Point Capital Partners

Investment Management

United States, California

$25M to $50M

11-50

Bay City Capital

Investment Management

United States, California

$25M to $50M

11-50

Preston Ventures

Investment Management

United States, California

$25M to $50M

11-50

Westmount Asset Management

Investment Management

United States, California

$25M to $50M

11-50

JRW Investments

Investment Management

United States, California

$25M to $50M

11-50