Investment Companies in San Francisco, CA

Rochdale Investment Management welcomes you to our Web site. As it is our mission to supply you with comprehensive service regarding your investment requirements, this Web site enhances our communication with you and provides you the most current information on your portfolio.

Montgomery & Co. is a leading investment banking company that supplies a huge array of services to growth firms worldwide. As one of the W coast's premier investment banking firms, Montgomery & Co. has become the bank of choice for growth firms by providing its customers in-depth industry knowledge, financial expertise, access to key relationships and a high degree of customer service.

Advisor Partners creates comprehensive investment portfolios and manages customer accounts on behalf of the professional investment advisor. At Advisor Partners, we trust that the independent advisor is in the finest position to service the affluent investor who seeks advice and delivery without conflict of interest.

Rutberg & Company is a research-centric investment bank focused exclusively on delivering M&A advisory services to both private and public firms, and raising mid to late stage capital for industry leading emerging growth firms in the wireless and digital media industries.

California Investment Trust Fund Group-established in 1985-continues its tradition of combining customer-centered service with cost-efficient investment management. We feature a diversified pool of low-cost, no-load mutual funds delivering an easy, affordable and practical way to invest in a wide spectrum of funds.

Established in 1982, Partech International is a leading global venture capital company with offices in the U.S., Europe and Israel. Specific areas where we invest include Software & Internet, and Communications & Components. In each of these sectors, our staff diligently sources firms with high return potential and disruptive technologies.

I formed this firm to give all investors the same judgment and investment-making skills provided over the past fifteen years to major Bay Area-based corporations and shareholders. Less experienced investors need our personalized service. We are interested in getting to know our investors and helping them over the long-term.

Lombard is a major international private equity investment director with offices in Bangkok, Hong Kong, and San Francisco, and extensive working relationships in Manila, Ho Chi Minh City and Taipei. Formed in 1985, Lombard has made more than 80 controlling and minority investments in Asia and North America.

Gibson Group Advisors is headquartered in the financial district of San Francisco and is focused on investing capital for private individuals and tiny institutions. We target our resources to advise customers on investment strategies, financial opportunities and safeguarding assets. As an independent company, we currently have developed deep relationships with an range of top tier money managers.

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A pioneer in managing all-ETF Exchange Traded Fund portfolios, Main Management is dedicated to providing transparent, cost-efficient, and customized investment solutions to high net worth individuals and institutional investors. By combining the insights of experienced investment specialists with smart implementation vehicles, Main Management offers an exceptional approach that translates into distinct advantages for our customers, including broad diversification, cost efficiency, and complete transparency.

JMP Securities is a complete-service investment bank that supplies equity research, institutional brokerage and investment banking services to private and public growth firms and their investors. The company is a subsidiary of publicly traded JMP Group. NYSE: JMP.

Scott Sterling Johnston is the architect of an investment style that has consistently produced industry-competitive investment returns for over three decades. Sterling Johnston Capital Management, LP specializes in tiny cap growth equity management and is committed to delivering top-tier investment performance and distinguished service to a limited number of institutional customers.

We actively seek out investments in the attractive lower-end segment of the middle market. We have a focused approach on specific industry sectors that enables us to engage in a thoughtful and informed manner. Learn more about our work with portfolio firms.

At Parnassus Investments, we take a hands-on approach to investing, searching for undervalued firms with nice businesses. The Parnassus philosophy is that firms with ethical business practices make for nice long-term investments. Before investing, an investor should carefully consider the investment objectives, risks, charges and expenses of a fund and should carefully read the prospectus which contains this and other information about the fund and can be found in our Forms and Documents section.

We invest in growing, profitable firms in the recurring services, media and communications industries. We have partnered with exceptional management teams in more than 50 tiny to medium sized firms in these industries over the last 13 years.

Swander Pace Capital is a leading private equity company specializing in investments in growth-oriented, lower middle-market consumer products firms. We invite you to learn about our unique investment strategy, portfolio of firms and staff of industry experts and investment specialists. Private equity for consumer products firms.

Probitas Partners is a leading independent knowledge, innovation and solutions supplier to private markets customers. It has three integrated global practices that include placement of alternative investment products, portfolio management and secondary fund advisory.

SKIRITAI Capital, situated in San Francisco, is an investment advisor established in 2002. SKIRITAI Capital focuses on tiny and micro cap value firms with a foundation of assets and platform for growth.

This document is for informational purposes and doesn't constitute an offer or solicitation of offers for purchases of any funds managed by Burlingame Asset Management. Such an offer and solicitation will only be pursuant to the Confidential Private Placement Memoranda relating to the fund.

FIRM BACKGROUND Van Strum & Towne., a San Francisco-based investment counseling company, supplies investment management solutions to individuals, endowments, foundations, and corporate pension and profit sharing accounts. The company is registered under the Investment Advisers Act of 1940 and is a charter member of the Investment Counsel Association of America.

Set up in 1969, DAL Investment Company pioneered the use of noload mutual funds to professionally manage investment portfolios for customers. Our performance is rooted in a systematic investment discipline known as Upgrading. This strategy enables us to be invested in the finest performing mutual funds available whatever the current market conditions.

Individuals, trusts, and family offices. Institutional groups investing in high yielding development projects. RJR Opportunity Fund: Investor capital is pooled and used to acquire or co-invest in real estate assets in accordance with a pre-defined investment strategy matched to an appropriate risk/return profile.

Our strategy focuses on providing growth through income. We continuously evaluate the stock, bond, ETF and municipal markets in the US and globally in search of growth and risk-hedging opportunities. We emphasize diversification and prudence in line with the current prevalent market sentiments to risk and in a direct alignment with our customers' preferences for growth, income diversification, risk and investment horizons.

Mr. Steyer and Mr. Andrew J.M. Spokes are the Co-Managing Partners and co-chief investment officers of the company. The company manages equity capital for institutions and high net worth individuals. Farallon's institutional investors are primarily college endowments and foundations.

Peninsula Capital Management. in San Francisco supplies support to management teams with professional advise & capital. PCM seeks to identify significant market dislocations before they are recognized broadly as trends. We pride ourselves on our proven capability to adapt to changing conditions ahead of other market participants.

Groh Asset was established in 1994 by Roger Groh. Today we manage portfolios for many kinds of clients including clients seeking growth, income, stability or international. We are a value director making investments in market leading firms expected to increase sales and net income over long periods of time. Tax efficency is a hallmark of our portfolios as we buy and hold for long periods of time.

Coburn Barrett is a primarily family operated investment management firm committed to long-term investing. Its founder Thomas Wehlen started working on the strategy he called Global Leveraged Indexing in 1992. Global Leveraged Indexing is a systematic, mathematical approach to investing that doesn't rely on asset range by predicting the future.

N Castle Partners is a leading private equity company focused exclusively on investments in consumer-driven product and service businesses that benefit from Healthy Living and Aging trends. North Castle targets high-growth, middle market firms in the i Aesthetics & Personal Care, ii Consumer Health, iii Fitness & Recreation, iv Home & Leisure and v Nutrition industries.

Dahlman Rose & Company MEMBER: FINRA/ SIPC is a complete-service investment bank providing value-added research, trading, and advisory services for firms along the natural resources provide chain. For access to current Dry Bulk and Tanker Shipping index values, please visit Dahlman Rose Indices.

Incyte Capital Holdings is a private equity company with a very successful nine-year track record of investing in and partnering with firms in the heart market. Incyte has maintained throughout its history an emphasis on funding and investing in firms seeking to complete a turnaround or recapitalization transaction.

Established in 2005, Global Leveraged Capital GLC is a private advisory and investment company, concentrated on the middle market. GLC Merchant Banking supplies debt and equity capital for middle market leveraged buyouts, strategic acquisitions, recapitalizations and growth financings.

SEI NASDAQ: SEIC is a leading global supplier of asset management, investment processing, and investment operations solutions for institutional and individual wealth management. We aid private banks, investment advisors, investment managers, institutional investors and affluent individuals create and manage wealth.

Pantheon is a leading global private equity primary and secondary fund-of-funds director. The company works to evolve and implement private equity investment strategies for more than 260 institutional investors, including private and public pension plans, endowments, foundations, and family offices.

Stephens Investment Management sim is a San Francisco-based investment company. Bart and Brad Stephens are the co-founders and Managing Partners of Stephens Investment Management. Paul Stephens is Chairman and Partner. Stephens Investment Management's strategy is built on conducting fundamental Research on tiny and growing firms.

An investment director focused on building and managing low volatility, multi-director portfolios that have little or no correlation to the broader debt and equity markets.

The acquisition should be completed in late 2008. In such circumstances, the SEC requires that I remove Jahn Investment Advisors' web page as active pages on the web. This new home page will develop in the months ahead into a individual web page as I find the time amidst completing my facilitation of the transition of my business to StanCorp.

More 2Q 2009 Performance All WHV strategies have now reported performance results for 2nd quarter 2009. Spotlight Wentworth, Hauser and Violich is proud to announce the start of the WHV International Equity Fund, an open-end mutual fund.