About Asset Management sector in San Diego, United States
The Asset Management sector in San Diego, United States comprises 171 companies, including 17 funded companies having collectively raised $17.6M in venture capital money and private equity. Out of these, 16 are Series A+ funded.
Asset Management sector in San Diego, United States has seen 10 acquisitions and 2 IPOs. This represents almost 7.0% of all such companies - which is higher than the 5.3% exit rate of tech companies in general.
This sector includes companies providing planning, advisory and portfolio management services to institutions, HNIs and retail investors for investments across a range of securities including stocks, bonds, mutual funds, ETFs, Private Fund, etc.
Asset Management sector is also known as Investment Management or Financial Asset Management.
Listed Public Funds, Portfolio Managers, Wealth Managers (with Investment Management Service), Proprietary Trading Firms, Financial Planners, Robo Advisors, Diversified Investment Management Firms among others Private funds, limited partners, brokers & dealers
Top Asset Management Companies in San Diego, United States
There are 171 Asset Management startups in San Diego, United States which include Hginc, Pure Financial Advisors, Brandes Investment Partners, ClariVest Asset Management, Avidity Capital. Out of these, 17 startups are funded, with 16 having secured Series A+ funding.
Over the past 10 years, an average of 6 new companies have been launched annually. Notably, several of these startups have been founded by alumni of Columbia University, Harvard University and Wharton School.
Here is the list of top Asset Management startups in San Diego, United States
1. Hginc
Key facts about Hginc
- Founded Year: 1983
- Location: San Diego (United States)
- Stage: Public
- Latest Funding Round: Post IPO, Mar 31, 2016, $*****
- Tracxn Score: 45/100 What is this?
- Competitors Rank: 255 of 9,929 Competitors
Key facts about Pure Financial Advisors
- Founded Year: 2007
- Location: San Diego (United States)
- Stage: Seed
- Investors: Emigrant Partners and Lee Equity
- Latest Funding Round: Seed, 2021, $*****
- Tracxn Score: 44/100 What is this?
- Competitors Rank: 297 of 9,674 Competitors
Key facts about Brandes Investment Partners
- Founded Year: 1974
- Location: San Diego (United States)
- Stage: Unfunded
- Tracxn Score: 40/100 What is this?
- Competitors Rank: 81 of 2,528 Competitors
Key facts about ClariVest Asset Management
- Founded Year: 2006
- Location: San Diego (United States)
- Stage: Series A
- Investors: Eagle Asset Management and Lovell Minnick Partners
- Latest Funding Round: Series A, Oct 22, 2012, $*****
- Tracxn Score: 39/100 What is this?
- Competitors Rank: 643 of 9,674 Competitors
Key facts about Avidity Capital
- Founded Year: 2021
- Location: San Diego (United States)
- Stage: Unfunded
- Tracxn Score: 37/100 What is this?
- Competitors Rank: 152 of 1,971 Competitors
Companies founded year-on-year in the Asset Management sector in San Diego
15 Asset Management startups in San Diego were founded in 2019 - this is the most number of startups founded in any year in the last 10 years.
- Total Number of Companies
Year | No. of companies |
|---|---|
2025 | - |
2024 | - |
2023 | 1 |
2022 | 5 |
2021 | 7 |
2020 | 10 |
2019 | 15 |
2018 | 10 |
2017 | 8 |
2016 | 7 |
Stage-wise distribution of Asset Management sector companies in San Diego
Out of the total 171 Asset Management companies in San Diego, 17 have secured funding. Among them, 16 have reached Series A or higher, and 12 to Series B or beyond.
Founded - 171
Funded - 17
Series A+ - 16
Series B+ - 12
Series C+ - 12
Company Stage | No. of companies |
|---|---|
Founded | 171 |
Funded | 17 |
Series A+ | 16 |
Series B+ | 12 |
Series C+ | 12 |
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Funding Trends in the Asset Management sector in San Diego
Total funding year-on-year in the Asset Management sector in San Diego
The Asset Management sector in San Diego saw a total funding of more than $16.6M in the last 10 years. The most amount of funding was in 2018 at more than $13M.
- Total Funding
Year | Total Funding |
|---|---|
2024 | $490K |
2023 | $1.95M |
2022 | - |
2021 | - |
2020 | - |
2018 | $13M |
Recent Funding Rounds in Asset Management in San Diego
In the year 2022, till February 2022, Asset Management companies in San Diego have raised equity funding across 1 round.
Here are some recent, important funding rounds in Asset Management companies in San Diego:
Company | Round Raised | Amount Raised | Funding Date | Investors |
|---|---|---|---|---|
Series A | 9953 | Feb 24, 2022 | ||
Seed | 3513 | 2021 | ||
Seed | 4743 | May 27, 2020 | ||
Unattributed | 4493 | May 2020 | ||
Series A | 6426 | Oct 15, 2018 | - |
Top Investors in Asset Management in San Diego
ParaFi is the top investor in Asset Management companies in San Diego based on number of companies invested.
Here are some top investors in Asset Management companies in San Diego:
Investor | Location | Top Portfolio Companies |
|---|---|---|
Greenwich (United States) | - | |
San Diego (United States) | - | |
Waltham (United States) | - | |
San Diego (United States) | - | |
San Diego (United States) | - |
M&A activity in Asset Management sector in San Diego
In the year 2024, till March 2024, 1 acquisition happened in Asset Management sector in San Diego. Last year, in 2023, a total of 1 acquisition happened in Asset Management sector in San Diego.
Here are some recent, important acquisitions in Asset Management sector in San Diego:
Company | Acquisition Type | Acquisition Date | Acquirers |
|---|---|---|---|
Business Acquisition | Mar 14, 2024 | ||
Business Acquisition | Aug 01, 2023 | ||
Business Acquisition | Apr 14, 2022 | ||
Business Acquisition | May 10, 2021 | ||
Business Acquisition | Mar 10, 2021 |
Acquisition trends in Asset Management sector in San Diego
Here are the acquisition trends in Asset Management sector in San Diego:
- Total Number of Acquisitions
Year | No. of companies |
|---|---|
2025 | - |
2024 | 1 |
2023 | 1 |
2022 | 1 |
2021 | 3 |
2020 | 2 |
2019 | 1 |
2018 | - |
2017 | 1 |
2016 | - |
IPOs in Asset Management in San Diego
In the year 2022, till August 2022, 1 IPO happened in Asset Management sector in San Diego.
Here are some recent, important IPOs in Asset Management sector in San Diego:
Company | IPO Date | Exchange Symbol |
|---|---|---|
Aug 30, 2022 | National Association of Securities Dealers Automated Quotations (NASDAQ) | |
Apr 29, 2014 | Canadian Securities Exchange (CSE) | |
Mar 26, 1993 | OTC Markets (OTCMKTS) |
Colleges which produce the most Asset Management companies in San Diego
Companies founded by alumni from top colleges in the Asset Management in San Diego
Most number of Asset Management startups in San Diego have been founded by alumni from Columbia University, Harvard University and Wharton School.
College | No. of companies |
|---|---|
Columbia University | 1 |
Harvard University | 1 |
Wharton School | 1 |
Top News in Asset Management in San Diego
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Brandes Investment Partners Launches Global Value Fund in Australia APACPR Newswire•Jul 31, 2025•Brandes Investment Partners
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The Warter Group joins LPL, Seapoint Wealth AdvisorsGlobeNewswire•Nov 20, 2023•LPL Financial, WaterGroup, Sea Point Wealth
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Presidio Capital Management LLC Acquires 105 Shares of Johnson & Johnson (NYSE:JNJ)etfdailynews.com•Aug 05, 2023•Johnson & Johnson, Presidio Cm Group
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Mercer Advisors snaps up Private Asset ManagementPrivatebankerinternational•Aug 01, 2023•Mercer Advisors, Private Asset Management, ECHELON Partners, Withersworldwide and 2 others
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Quanta Therapeutics Raises Over $50 Million in Series D Financing to Advance its Pipeline of KRAS InhibitorsGlobeNewswire•May 22, 2023•Quanta Therapeutics, Avidity Capital, Sofinnova Investments, Vida Ventures and 5 others
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