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Surlamer Investments

surlamer.com
Surlamer Investments is a private wealth management firm based in Newport Beach, California that invests in private companies, real estate, and publicly traded securities, with a portion of investment proceeds distributed to philanthropy for public benefit.
CC
11-50 emp
Newport Beach, California
Investment Management
NAICS 5231
1949•••••00
TECH STACK
CloudflareSquarespace
Surlamer Investments campaignconsultative3000 target
Companies like Surlamer Investments — Investment Management, 11-50
“Accumulate wealth to invest in causes with broad personal and public benefit — 'doing well and doing good'.”
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Companies 45
Decision-makers 36
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Companies like Surlamer Investments — competitors and alternatives

CompanyWhat they doLocationSizeHiring
Surlamer Investmentssurlamer.com
Surlamer Investments is a private wealth management firm based in Newport Beach, California that invests in private companies, reaNewport Beach, California11-50
Business ServicesWichita, Kansas51-200
Blackstoneblackstone.com
MSTBMR
Blackstone is the world's largest alternative asset manager, with more than $1.3 trillion in assets under management as of March 3New York, New York5000+
Berkshire Hathaway Inc.berkshirehathaway.com
CREOCS
Berkshire Hathaway Inc. is a conglomerate holding company headquartered at 3555 Farnam Street in Omaha, Nebraska, with operations Andover, Massachusetts5000+
BRMPKN
Citadel is a global investment firm founded in 1990 that generates returns for the world's preeminent public and private institutiMiami, Florida1001-5000
BlackRockblackrock.com
JCDOAC
BlackRock is a global investment management firm and technology provider that manages investments on behalf of clients including bNew York, New York5000+
CCAIDS
KKR is a leading global investment firm founded in 1976 that manages alternative assets across private equity, credit, infrastructNew York, New York5000+
Apollo Global Managementapollo.com
JMOKSS
Apollo Global Management is a global alternative asset manager and financial services firm offering private equity, private creditNew York, New York5000+
Vanguardvanguard.com
KSRAJK
Vanguard is a mutual fund, ETF, and retirement plan provider that has served investors for 50 years, combining time-tested investmValley Forge, Pennsylvania5000+
GLRLMG
TPG is a global alternative asset management firm founded in San Francisco in 1992, managing $306 billion in assets across privateSan Francisco, California1001-5000
KKCCAM
CVC is a global private equity and credit investment firm with 29 offices across Europe, Americas and Asia, managing assets for pe
The Carlyle Groupcarlyle.com
CRLKYT
Carlyle (NASDAQ: CG) is a global investment firm that deploys private capital across three business segments — Global Private EquiWashington, District Of Columbia1001-5000
Magnoliamagnolia.com
CCBMLR
Magnolia is a multi-location home design, lifestyle, and retail company founded in 2003 by Chip and Joanna Gaines, operating a MagWaco, Texas1001-5000
Fidelityfidelity.com
SSRMRD
Wholesale Building MaterialsAntioch, California5000+
Markel Group Inc. (NYSE: MKL) is a global specialty insurance provider operating through Markel, the insurance operations within tGlen Allen, Virginia1001-5000
Pottery Barnpotterybarn.com
Pottery Barn is a home furnishings retailer and design source, part of the Williams-Sonoma, Inc. family of brands, offering furnitSan Francisco, California1001-5000
Vanta Educationapolloglobal.com
Education, Higher Education, TrainingPhoenix, Arizona1-10
Loews Corporationloews.com
Loews Corporation (NYSE: L) is a diversified holding company with businesses in insurance, energy, hospitality and packaging, operNew York, New York5000+
Charlesworth Presscharlesworth.com
TJ Books is a UK book printing and publishing services company based in Padstow, Cornwall, with over 50 years of experience and 14Wakefield, West Yorkshire201-1000
Charles Schwabschwab.com
Charles Schwab is a financial services company offering brokerage and trading, banking, and retirement accounts, with Schwab TradiSan Francisco, California5000+
Bridgewater Associatesbridgewater.com
Bridgewater Associates is a global macro investment firm founded in 1975 that develops a fundamental, cause-and-effect understandiWestport, Connecticut1001-5000
West Elmwestelm.com
West Elm is an upscale furniture and home furnishings retailer that features contemporary furniture designs and housewares, operatSanta Rosa, California1-10
Point72 is a leading global alternative investment firm led by Steven A. Cohen that deploys fundamental equities, systematic, macrStamford, Connecticut1001-5000
State Streetstatestreet.com
State Street is a global financial services firm offering Investment Servicing, Investment Management, Markets, and Data Intellige
Anthropologieanthropologie.com
Anthropologie is a lifestyle retail brand that sells a curated assortment of products through physical stores and its website, souPhiladelphia, Pennsylvania51-200
E*TRADE from Morgan Stanley is a pioneer online brokerage and digital investing platform that has executed the first-ever electronEnglewood, Colorado5000+
Bain Capitalbaincapital.com
Bain Capital is a global private investment firm founded in 1984 that partners with companies across five focus areas—Private EquiBoston, Massachusetts1001-5000
PIMCO is a global active fixed income investment management firm that invests clients' capital across public and private fixed incNewport Beach, California1001-5000
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Surlamer Investments is a private wealth management firm based in Newport Beach, California that invests in private companies, real estate, and publicly traded securities, with a p
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Frequently asked questions about Surlamer Investments

What does Surlamer Investments do?

Surlamer Investments is a private wealth management firm based in Newport Beach, California that invests in private companies, real estate, and publicly traded securities, with a portion of investment proceeds distributed to philanthropy for public benefit.

Who are Surlamer Investments's competitors?

Companies like Surlamer Investments include Sachs, Blackstone, Berkshire Hathaway Inc., Citadel, BlackRock. See the full list of 24 competitors and alternatives above.

How many employees does Surlamer Investments have?

Surlamer Investments has approximately 11-50 employees and is in the Investment Management industry.

Where is Surlamer Investments headquartered?

Surlamer Investments is headquartered in Newport Beach, California.

What industry is Surlamer Investments in?

Surlamer Investments operates in the Investment Management industry.

Who are the decision-makers at Surlamer Investments?

Key decision-makers and buying contacts at Surlamer Investments are listed above, including leaders across executive, finance, sales and operations.