| Firm Name | Type | Location | AUM | Contact | |
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| Insurance Company | Newport Beach, United States | $213.6B | |||
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About
Pacific Life Insurance Company is a insurance company based in Newport Beach, US. Founded in 1868. Reported AUM: 213602 USD millions. Founded1868 Website SectorsDiversified, Aerospace, Business Services, Business Support Services, Chemicals, Construction, Consumer Discretionary... Investment TypesBalanced, Buyout, Co-Investment Multi-Manager, Co-investment, Direct Secondaries, Distressed Debt, Early Stage, Early... Contacts
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| Wealth Manager | Newport Beach, United States | $185.0B | |||
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About
Corient Private Wealth is a multi-family office based in Miami, Florida. Established in 2022, the firm provided wealth management, investment advisory, and other services to families, entrepreneurs, business owners, and others. The assets of the firm are managed by the executive management team. Founded2022 Website SectorsStartups & Management, Investment Management, Equity/Mutual Funds, Wealth & Estate Planning, Trust Management, Legal ... Investment TypesBuyout, Private Equity, Growth/Expansion, Infrastructure - General, Real Assets & Natural Resources - General, Real E... Contacts
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| Family Office - Multi | Newport Beach, CA, United States | $25.0B | |||
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About
Get Custom-Tailored Advice Designed to Help You Grow Your Wealth Learn how our personalized planning process and proprietary investing strategies can add value to your portfolio Let’s Get Started Our Fiduciary Advisors Have Your Best Interest in Mind Our financial advisors take the time to get to know you on a deeper level – and ... Read more Founded2005 Website Contacts
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| Asset Manager | Newport Beach, United States | $11.0B | |||
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About
Beacon Pointe is an independent advisory firm dedicated to providing clients with objective, thoughtful investment and financial guidance. Website SectorsDebt Management, Impact Investing, Retirement Planning, Trust Management, Wealth & Estate Planning, Finance, Financia... Investment TypesJoint Venture/Partner, Philanthropy, Private Equity, Venture Capital Contacts
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| Family Office - Single | Newport Beach, United States | $5.0B | |||
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About
The Bahnsen Group is a single-family office based in Newport Beach, California. Established in the year 2015, the firm provides financial services and offers a unique platform that blends objective wealth management advice with innovative technology. It provides services to individuals, high net worth individuals, endowments and foundations, institutions, pension, and Taft-hartley plans, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional organizations. The assets of the firm are managed and governed by an executive management team. Founded2015 Website Contacts
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