Primer of Southern California Public Equity Investment Funds

LA, San Diego & Orange County

In this article, you will learn about the major public equity investment firms in Southern California (LA, San Diego, Orange County)

• Long onlys

• Hedge funds

  • Event-driven

  • Biotech investor

  • Single-manager cubs

  • Pod cubs

  • Activist investor

• Family offices

Things to note

• This list will be updated when there are notable fund closures or new launches. Updated as of 3/17/2025

• I try my best to only include independent U.S. institutional investment firms, which means excluding:

  • Bank-owned asset management firms, like GS Asset Management (GSAM)

  • Profiles of PMs working at a multi-manager platform (unless they have founded their own firm)

  • U.S. subsidiary of non-American firms (such as Vontebel)

  • Wealth managers, financial advisors, financial planners, etc.

• All firms described are more than $100 million AUM.

• AUM figures are regulatory figures which include leverage if it’s a hedge fund.