Investment advisers in Burlingame, CA
16 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Fisher Lynch Capital, LLC | $9.52 billion | 24 | 0 |
| Altos Ventures Management, Inc. | $5.45 billion | 41 | 0 |
| Skyknight Capital, L.P. | $4.43 billion | 31 | 0 |
| Newview Capital Management, LLC | $3.86 billion | 22 | 0 |
| Arc70 Advisers LP | $2.00 billion | 32 | 1 |
| Sentinel Dome Partners, LLC | $1.59 billion | 15 | 0 |
| Occidental Asset Management, LLC | $1.07 billion | 15 | 0 |
| Lateral Investment Management, LLC | $1.00 billion | 24 | 1 |
| Virgo Investment Group LLC | $857.4 million | 9 | 0 |
| Keenan Capital, LLC | $687.6 million | 6 | 0 |
| Octahedron Capital Management, L.P. | $594.2 million | 5 | 0 |
| Gavilan Investment Partners LLC | $514.7 million | 2 | 0 |
| Ampersand Capital Group, L.P. | $235.1 million | 3 | 0 |
| Tessara Wealth | $162.4 million | 6 | 2 |
| Luna Capital Management, LLC | $116.4 million | 3 | 0 |
| Poplar Point Capital Management LLC | $110.1 million | 1 | 0 |