![]() |
Investment Companies in Santa Clara County, CAComprehensive list of Santa Clara County, California based firms, advisors and managers offering personal and business investment services. |
|---|
| Pgr Solutions | ![]() | (408) 871-1590 |
2.39 milesPGRS has earned its core strategies and services upon the fundamental tenet thatPhilosophy, Design, Implementation, and Discipline are inseparable. OUR PHILOSOPHY, an Academic Approach... pgrsolutions.com 1925 Winchester Boulv # 105, 95008 | ![]() |
| Stock & Option Solutions | ![]() | (408) 979-8700 |
2.50 milesJuly third: SOS announces TEAM - Total Equity Administration & Management - a new scalable and flexible way to fill any and all gaps in your stock plan management. June 21st: SOS announces... sos-team.com 6399 San Ignacio Av # 100, 95119 | ![]() |
| Parakletos Adventures | ![]() | (408) 941-7000 |
2.50 milesIt was established in 1999 by Dr. Paul H. J. Kim and has special relationships along with other sources of capital to invest. We like to take a very active role in actually creating... www.parakletos.com 175 Nortech Parkwy, 95134 | ![]() |
| Take Charge Financial | ![]() | (408) 399-6600 |
6.44 milesRecording of previous CentsAbility calls can be purchased. Our financial services are all about you and the growth of your money - which requires new and innovative tools for creating... www.takechargefinancial.com 315 University Avn, 95030 | ![]() |
| Lehrer Management | ![]() | (408) 996-3390 |
6.59 milesLMC was built on the philosophy that the finest interest of the customer always comes 1st. We approach each customer's goals individually and consider all financial decisions by looking... www.lehrermanagement.com 20400 Stevens Ck Blvd 230, 95014 | ![]() |
| Lasecke Weil Wealth Advisory Grou | ![]() | (650) 323-3700 |
15.67 milesThank you for your interest in the services of our company. What follows is information on what we do as investment advisers and financial planners, our qualifications, and our fee... www.laseckeweil.com 624 University Avenu, 94301 | ![]() |
| Vista Wealth Management | ![]() | (650) 331-7530 |
15.67 milesVista Wealth Management Vista helps both personal and families to achieve financial security through proactive, independent wealth management. At Vista we do your financial planning,... www.vistawm.com 306 Cambridge Avenu, 94306 | ![]() |
| Pacifica Fund | ![]() | (650) 289-0061 |
15.67 milesPacifica Fund is a Silicon Valley venture fund specializing in early investments in select, emerging information technology, energy, and materials firms. Because we currently have established... www.pacificafund.com 480 South California Avn # 104, 94306 | ![]() |
| Asset Management | ![]() | (650) 494-7400 |
15.67 milesFor over 45 years, the aim of Asset Management Company has been to partner with visionary entrepreneurs and aid create valuable new firms and important new industries by investing capital... www.assetman.com 2100 Geng Road # 200, 94303 | ![]() |
| AKJ Asset Management | ![]() | (650) 326-9090 |
15.67 milesEstablished in 1989 by Paul Resnick and Ken Bilodeau, AKJ Asset Management is an investment counseling company that supplies personalized portfolio management for individuals, retirement... akjasset.com 1180 Harker Av, 94301 | ![]() |
| Halo Fund | ![]() | (650) 857-0700 |
15.67 milesThe Halo Funds Halo are early-stage venture capital funds that focus on high-growth investments at the front edge of business and technological innovation in California. The key to... halofund.com 2458 Embarcadero Wy, 94303 | ![]() |
| Dolan Capital Management | ![]() | (650) 327-8100 |
15.67 milesDolan Capital Management has been registered with the Securities & Exchange Commission as an investment advisor since 1985. Our investments are concentrated in personal huge and mid-capitalization... www.dolancap.com 635 Bryant Strt, 94301 | ![]() |
| H & Q Asia Pacific | ![]() | (650) 838-8088 |
15.67 milesOriginally established by Dr. Ta-lin Hsu as a division of U.S. investment banking company Hambrecht & Quist, H&QAP is currently an independent organization that conducts both later-stage... www.hqap.com 400 Hamilton Ave # 250, 94301 | ![]() |
| Swan Ventures | ![]() | (650) 326-7711 |
15.67 milesSwan Ventures was established in 2000 primarily to benefit Silicon Valley physicians. Our 1st fund, Swan Ventures L.P., invested in a diversified portfolio of venture funds, with an... www.swanventures.com 450 Sheridan Avnue, 94306 | ![]() |
| Oak Hill Capital Management | ![]() | (650) 234-0500 |
17.89 milesOak Hill Capital Partners is a leading private equity company with an exceptional family-office heritage. Robert M. Bass has been the company's lead investor for over twenty years.... oakhillcapital.com 2775 Sand Hl Rd # 220, 94025 | ![]() |
| Reyes Capital Management | ![]() | (415) 775-6050 |
17.89 milesEstablished and operated by Alex Reyes, MBA, Reyes Capital supplies individuals, families and businesses with a balanced portfolio strategy. As a boutique advisory, we get to know each... www.reyescm.com 1134 Crane Str, 94025 | ![]() |
| Tiemann Investment Advisors | ![]() | (650) 566-0200 |
17.89 milesTiemann Investment Advisors TIA manages personal portfolios with integrity, academic excellence and institutional expertise. We supply individuals with the gold standard in investment... tiemann.net 750 Menlo Avenu # 300, 94025 | ![]() |
| Ticonderoga Capital | ![]() | (650) 234-9593 |
17.89 milesWe focus upon those firms with sustained revenue and proven gross margins. We seek growth businesses, which have achieved a balance between sustainable growth and expense control. Our... www.ticonderogacap.com 3000 Sand Hl Rd # 3-105, 94025 | ![]() |
| Newbury Ventures | ![]() | (650) 486-2444 |
21.57 milesWe take an active, hands-on approach to investing and work collaboratively with entrepreneurs to build exciting, successful, sustainable businesses. Reports for partners of Newbury... newburyven.com 255 Shoreline Driv # 520, 94065 | ![]() |
| Osprey Ventures LP | ![]() | (650) 620-9450 |
21.57 milesThe goal of Osprey Ventures, L.P. the Fund is to seek capital appreciation through the acquisition, holding and distribution of the company's portfolio securities which typically include... ospreyventures.com 203 Redwood Shoars Pkwy # 630, 94065 | ![]() |
| Assetmark Investment Services | ![]() | (650) 372-2844 |
28.68 milesGenworth Financial Wealth Management is an investment management and consulting company committed to helping advisors build great businesses. We understand how you do business and we're... www.genworthwealth.com 411 Borel Avenue # 501, 94402 | ![]() |
| Balopole Investment Management | ![]() | (650) 574-1307 |
28.68 milesBalopole Investment Management Corporation BIMC is a fee-only investment advisory and finanical planning company. At BIMC we work to know you well, so that we can offer you the right... balopole.com 1650 Borel Pl # 224, 94402 | ![]() |
| Glenborough | ![]() | (650) 343-9300 |
28.68 milesGlenborough brings 30 years of knowledge to the real estate investment and management industry. And, we strongly trust that our finest years are yet to come. Formerly a NYSE listed... www.glenborough.com 400 South El Camino Real # 110, 94402 | ![]() |
| Emerson Equity | ![]() | (650) 312-0200 |
28.68 milesAt Emerson Equity, we know that nothing takes the place of a company's capability to provide tangible results. That is why each of our customers works directly with an investment professional... emersonequity.com 155 Bovet Rd # 725, 94402 | ![]() |
| Bailard | ![]() | (650) 571-5800 |
28.68 milesBailard is an employee-owned investment company situated in the San Francisco Bay Area that has served institutions and private investors for nearly 40 years. Our institutional strategies... www.bailard.com 950 Tower Ln # 1900, 94404 | ![]() |
| Battery Ventures | ![]() | (650) 372-2040 |
28.68 milesBattery has assembled a staff to work with high net worth individuals, foundations and endowments. They use a globally diversified portfolio of public securities and alternative investments... www.battery.com 901 Mariners Islnd Boul, 94404 | ![]() |
| Fuller & Thaler Asset Management | ![]() | (650) 931-1500 |
28.68 milesInvestors make mental mistakes that can cause stocks to be mispriced. Fuller & Thaler's goal is to use our understanding of human decision making to find these mispriced stocks and... fullerthaler.com 411 Borel Ave, 94402 | ![]() |
| Gps Capital Management | ![]() | (925) 328-0800 |
31.12 milesGPS Capital Management is a SEC registered investment advisor. We are committed to serve you, a member of the Asian community, both residential and overseas. The people at GPS Capital... gpsinvestment.com 2410 Camino Ramon, 94583 | ![]() |
| Kearney-Burch Financial Service | ![]() | (925) 275-4940 |
31.12 milesSeventeen years ago Kearney-Burch was built on the foundation that customers needed trustworthy advice and diversified portfolios. Today, we like to develop a relationship with you... www.kearneyburch.com 2694 Bishop Drv # 290, 94583 | ![]() |
| Errold Moody | ![]() | (510) 352-4127 |
31.79 miles1/You are bound to learn something here- though it assuredly will require extensive reading and thinking. the reason why investors and planning customers of most companies lost 40%... www.efmoody.com 2295 Wave 133, 94577 | ![]() |
![]() |







