Investment Industry · California, India

Best Investment Industry Companies in California, United States

Updated 2026-06-16 · Ranked by funding & momentum

4967 indexable Investment Industry companies headquartered in California, United States, ranked by total equity funding and recent funding momentum. Combined disclosed equity funding of $10.7B across 125 funded companies, including 1 unicorn.

4,967
Companies
$10.7B
Total Funding
125
Funded
1
Unicorns
1
Rounds (90d)

Ranked: Best Investment Industry companies in California

#CompanyFundingValuationStage Latest roundEmployeesFoundedMomentum
1 OpenPath
Impact real estate investment firm enriching communities through sustainable, progressive growth
$17.7M Series B Series B Dec 2025 2005 ↑ Active
2 Leo Berwick
M&A advisory firm
$75M Funding Raised Conventional Debt Jul 2025 43 2020 ↑ Active
3 Gallatin
Real estate fund focused on value-added strategy
$6.5M Series A Series A Feb 2026 2018 ↑ Active
4 Bancreek Capital Advisors
Investment advisor offering actively managed ETFs and interactive tools to provide an investing edge
$2.2M Seed Seed Apr 2026 2021 ↑ Active
5 Silver Wave Capital
Private investment firm focused on acquiring and managing senior housing assets
$5.4M Seed Seed Dec 2025 2024 ↑ Active
6 LocalHost Partners Ltd
Provider of resources & programs for young creatives and builders
$2.5M Seed Angel Feb 2026 2023 ↑ Active
7 Pathfinder Partners
Multifamily real estate investment firm focused on value-add opportunities
$1.1M Series B Series B Feb 2026 11 2006 ↑ Active
8 Los Angeles Cleantech Incubator
Startup incubator focused on cleantech sector
$10.6M Funding Raised Grant (prize money) May 2025 2011 ↑ Active
9 Sunstone Two Tree
Real estate investment firm
$25.8M Series B Seed Mar 2025 2012 ↑ Active
10 Gelt Venture Partners
Real estate investment firm
$8.8M Series A Series A Jul 2025 2008 ↑ Active
11 Sperry Equities
Real estate investment firm
$675K Early Stage Unattributed Feb 2026 1998 ↑ Active
12 World Tree
Offers finance services to agricultural sector
$473.5K Series A Series A Feb 2026 27 2001 ↑ Active
13 ADL Ventures
Sector agnostic startup studio
$4.8M Funding Raised Grant (prize money) May 2025 32 2016 ↑ Active
14 Gloss Ventures
Venture capital fund
$15.9M Series B Series B Dec 2024 2020 ↑ Active
15 Periscope Harbor Partners
Provider of capital and operational leadership for business succession planning
$600K Seed Seed Oct 2025 2025 ↑ Active
16 Healthpeak
Multi-strategy focused real estate fund
$2.8B Public Conventional Debt May 2019 193 1985
17 B. Riley Financial
M&A, capital raising, and strategic advisory firm
$746.5M Public Post IPO May 2021 1,440 1997
18 Braid Theory
Venture advisory and accelerator weaving innovation for a sustainable blue economy
$200K Funding Raised Grant (prize money) Nov 2025 2016 ↑ Active
19 Platinum Storage
Real estate investment & management firm
$4.9M Series A Series A Nov 2024 35 1999 ↑ Active
20 Project Open Hand
Nourishing the sick and elderly with nutritious meals and love
$1.1M Funding Raised Grant (prize money) May 2025 118 1985 ↑ Active
21 Ares Capital Corporation
Private equity and debt investment firm
$1.7B Public Conventional Debt Jan 2018 2,800 2004
22 Slack Fund Unicorn
Venture capital firm investing in software companies
$1.2B $23B
as of 2019
Unfunded Apr 2020 2015
23 Project Angel Food
Nourishing vulnerable people with medically tailored meals, love, care, and dignity
$1.8M Funding Raised Grant (prize money) Jan 2025 39 1989 ↑ Active
24 Miramar Capital
Real estate investment and development firm specializing in industrial, multifamily, and office
$1.8M Seed Seed Jan 2025 2017 ↑ Active
25 Cultivo
Infrastructure fund focused on multiple sectors
$29.8M Series A Series A Jan 2024 46 2019
26 AXiomatic
Provider of financial resources and industry expertise to gaming companies
$138.8M Series B Series B Aug 2022 7 2015
27 Kennedy Wilson
Real estate investment firm
$300M Acquired Post IPO Feb 2022 259 1977
28 WndrCo
Builder and investor in transformative growth companies
$800M Series D Series D Jul 2018 31 2016
29 Cap Rock Partners
Private industrial real estate investment firm
$25M Funding Raised Conventional Debt Feb 2024 51 2009
30 M360 Advisors
Manager of private credit investment vehicles focused on niche segments
$350M Funding Raised Conventional Debt Nov 2020 2014
31 Marcato Capital Management
Diversified investment management firm
$666.2M Series D Series D Dec 2016 16 2002
32 SBREP
Real estate firm focused on value-added strategies
$565K Seed Seed Feb 2025 2017 ↑ Active
33 Acacia
Value-oriented acquirer of businesses across public and private markets
$268.7M Public Post IPO Dec 2019 284 1993
34 Granite Peak Partners
Real estate investment & advisory services firm
$9.6M Series A Series A Feb 2024 4 2003
35 Drawbridge Realty
Corporate real estate investment firm specializing in high-growth technology and innovation markets
$240M Late Stage PE Jun 2019 14 1999
36 Pacific Oak Capital Advisors
Real estate focused investment management firm
$120M Funding Raised Conventional Debt Jun 2021 32 2018
37 FPA Multifamily
Core-strategy focused real estate fund
$75.8M Series C Series C Mar 2022 1985
38 Passco Companies
Real estate investment firm offering diverse property portfolio and investment opportunities
$58.3M Series D Series D Jan 2022 67 1998
39 Triple Ring Technologies
Sector agnostic startup incubator
$5.6M Funding Raised Grant (prize money) Sep 2023 98 2004
40 LLJ Ventures
Private equity firm focused on opportunistic real estate investments
$343.8K Seed Seed Oct 2024 2009 ↑ Active
41 Continental Partners
Real-estate focused investment management firm
$86M Funding Raised Conventional Debt Apr 2018 9 2006
42 BlackRock TCP Capital
PE firm investing in the US
$125M Acquired Conventional Debt Aug 2017 2012
43 Multipli Capital
Business consultancy and advisory service provider
$470K Seed Seed Jul 2024 2024 ↑ Active
44 Fountain Partners
Provider of equipment financing for growing businesses
$30M Series B Series B Feb 2022 2006
45 Icon Ventures
Sector-agnostic growth stage VC investment company funding companies in the US and Asia
$100M Late Stage Unattributed Nov 2013 30 1992
46 Hedonova
Hedge funds focused on alternative assets
$18.4M $330M
as of 2022
Series A Series A May 2022 30 2020
47 TriplePoint Venture Growth
Growth-stage VC firm investing in tech, life sciences & high growth startups
$74.8M Public Conventional Debt Jul 2017 2003
48 LBA Realty
Real estate investment management firm
$75.6M Series C Series C Nov 2013 221 1991
49 DelMorgan
Global investment bank providing financial advice and strategic transaction execution
$15M Series B Series B Oct 2021 54 2011
50 On Deck
Provider of recruitment services
$20M Series A Series A Mar 2021 131 2018

Top 12 Investment Industry companies in California

#1
OpenPath Series B
$17.7M Raised
expand_more
#1

OpenPath Series B

location_onTruckee, California
Founded
2005
Funding raised
$17.7M
Stage
Series B

Impact real estate investment firm enriching communities through sustainable, progressive growth. The company focuses on strategic real estate investments with a commitment to creating positive change. They aim to deliver operational efficiency and sustainable returns while positively influencing the local environment, community, and stakeholders. Their core philosophies are based on experience and skill, striving to

Funding rounds (2 disclosed of 2)
Round Date Amount
Series B Dec 2025 $1.9M
Series B Dec 2024 $15.8M
Tech stack
cloudflarecloudflare bot managementdigitalocean spacesgodaddygoogle analyticshttp/3+8
#2
Leo Berwick Funding Raised
$75M Raised
expand_more
#2

Leo Berwick Funding Raised

location_onCoronado, California
Founded
2020
Employees
43
Funding raised
$75M
Stage
Funding Raised

Trusted Deal Advisory - Leo Berwick provides tax advisory and consulting services for mergers and acquisitions. We are your trusted deal advisors. #TrustedDealAdvisory #LeoBerwick www.leoberwick.com

Funding rounds (1 disclosed of 1)
Round Date Amount
Conventional Debt Jul 2025 $75M
Tech stack
cloudflarecloudflare bot managementcomplianzdivigodaddygoogle analytics+14
#3
Gallatin Series A
$6.5M Raised
expand_more
#3

Gallatin Series A

location_onBeverly Hills, California
Founded
2018
Funding raised
$6.5M
Stage
Series A

Real estate fund focused on value-added strategy

Funding rounds (1 disclosed of 1)
Round Date Amount
Series A Feb 2026 $6.5M
Founders & key people
#4
$2.2M Raised
expand_more
#4

Bancreek Capital Advisors Seed

location_onSanta Monica, California
Founded
2021
Funding raised
$2.2M
Stage
Seed

Bancreek Capital Advisors is an investment advisor offering actively managed ETFs and interactive tools to provide an investing edge. They utilize big data and a systematic approach to invest in companies with structurally advantaged business models.

Funding rounds (2 disclosed of 2)
Round Date Amount
Seed Apr 2026 $325K
Seed Oct 2023 $2.2M
Founders & key people
#5
$5.4M Raised
expand_more
#5

Silver Wave Capital Seed

location_onDavis, California
Founded
2024
Funding raised
$5.4M
Stage
Seed

Private investment firm focused on acquiring and managing senior housing assets. It partners with retail and institutional capital to acquire and manage senior housing assets. It focuses on investing in senior housing properties, with a particular emphasis on assisted living and memory care facilities.

Funding rounds (4 disclosed of 4)
Round Date Amount
Seed Dec 2025 $2M
Seed Jun 2025 $1.8M
Seed Nov 2024 $725K
Seed Sep 2024 $875K
#6
$2.5M Raised
expand_more
#6

LocalHost Partners Ltd Seed

location_onSan Francisco, California
Founded
2023
Funding raised
$2.5M
Stage
Seed

Provider of resources & programs for young creatives and builders. It offers labs and festivals focused on technology and creative practice. It provides access to apartments, meals, laundry services, Wi-Fi, co-working spaces, content studios, and hardware labs. It fosters a community of founders, engineers, filmmakers, writers, scientists, and artists.

Funding rounds (1 disclosed of 1)
Round Date Amount
Angel Feb 2026 $2.5M
Tech stack
gsaphstslenisnext.jsnext.js app routernode.js+8
#7
$1.1M Raised
expand_more
#7

Pathfinder Partners Series B

location_onSan Diego, California
Founded
2006
Employees
11
Funding raised
$1.1M
Stage
Series B

Multifamily real estate investment firm focused on value-add opportunities. The firm specializes in identifying and capitalizing on "below-the-radar" investment opportunities in the middle market. With a focus on well-located multifamily projects, the company targets key western U.S. markets. They operate with a straightforward and transparent approach, seeking long-term relationships built on shared core values. The

Funding rounds (4 disclosed of 4)
Round Date Amount
Series B Feb 2026 $8.1M
Series A Sep 2025 $4.9M
Series A Dec 2024 $3.4M
Seed May 2024 $1.1M
Tech stack
wordpressmysqlphpastrazurb foundationbootstrap+14
#8
$10.6M Raised
expand_more
#8

Los Angeles Cleantech Incubator Funding Raised

location_onLos Angeles, California
Founded
2011
Funding raised
$10.6M
Stage
Funding Raised

Startup incubator focused on cleantech sector

Funding rounds (5 disclosed of 5)
Round Date Amount
Grant (prize money) May 2025 $687.8K
Grant (prize money) May 2025 $1.4M
Grant (prize money) Apr 2025 $3.8M
Grant (prize money) Mar 2025 $3.8M
Grant (prize money) Mar 2025 $995.2K
Investors
Tech stack
accessibeaosappnexuscdnjscloudflarecloudflare bot management+14
#9
$25.8M Raised
expand_more
#9

Sunstone Two Tree Series B

location_onWestlake Village, California
Founded
2012
Funding raised
$25.8M
Stage
Series B

Real estate investment firm. It offers direct real estate investment opportunities to registered investment advisors, family offices, institutions, and accredited individual investors through closed-end funds, joint ventures, and separate managed accounts.

Funding rounds (2 disclosed of 2)
Round Date Amount
Seed Mar 2025 $775K
Series B $25M
#10
$8.8M Raised
expand_more
#10

Gelt Venture Partners Series A

location_onMarina Del Rey, California
Founded
2008
Funding raised
$8.8M
Stage
Series A

Real estate investment firm. It specialize in acquiring, managing, and repositioning apartment communities and self-storage facilities. It has a strategic approach to investing in quality real estate and has expanded its portfolio through various acquisitions.

Funding rounds (1 disclosed of 1)
Round Date Amount
Series A Jul 2025 $8.8M
#11
Sperry Equities Early Stage
$675K Raised
expand_more
#11

Sperry Equities Early Stage

location_onIrvine, California
Founded
1998
Funding raised
$675K
Stage
Early Stage

Sperry Equities is a real estate investment firm. Seeks to invest in properties in office, industrial, retail and apartment sectors throughout the U.S. Adopts a value-add investment strategy.

Tech stack
uikitbootstrapnginxjquery migratejquerygoogle analytics+3
#12
World Tree Series A
$473.5K Raised
expand_more
#12

World Tree Series A

location_onHermosa Beach, California
Founded
2001
Employees
27
Funding raised
$473.5K
Stage
Series A

Offers finance services to agricultural sector

Funding rounds (3 disclosed of 3)
Round Date Amount
Series A Feb 2026 $369.4K
Series A Apr 2024 $353.5K
Seed Mar 2021 $120K
Tech stack
ahrefsanime.jsbootstrapcantocloudflarecloudflare bot management+14

Recent signals in California Investment Industry

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Funding & investor landscape

Total raised
$10.7B
across these companies
Companies funded
125
with disclosed funding
Highest-funded
$2.8B raised

Most active investors

HE Hauser Private Equity 9 investments in Investment Industry E Europa 8 investments in Investment Industry H HHS 8 investments in Investment Industry KP Kensington Capital Partners 8 investments in Investment Industry FC First Generation Capital 6 investments in Investment Industry O OSTI 6 investments in Investment Industry NF National Science Foundation 5 investments in Investment Industry UA United States Department of Agriculture 5 investments in Investment Industry B BioBrit 4 investments in Investment Industry CP Constitution Capital Partners 4 investments in Investment Industry PE Partners Edge 4 investments in Investment Industry GP Gatewood Capital Partners 3 investments in Investment Industry

Notable founders in California Investment Industry

PS Peter Slaugh Founder & Managing Director OpenPath · $17.7M raised
NK Nick Kato Founder & Managing Partner Leo Berwick · $75M raised
CW Cory Wake Co-Founder Silver Wave Capital · $5.4M raised
ER Elan Ruggill Co-Founder Silver Wave Capital · $5.4M raised
SS Suhas Sumukh Co-Founder & COO LocalHost Partners Ltd · $2.5M raised
HG Hardeep Gambhir Co-Founder LocalHost Partners Ltd · $2.5M raised
KH Kei Hayashi Co-Founder LocalHost Partners Ltd · $2.5M raised
MS Mitch Siegler Co-Founder & Senior Managing Director Pathfinder Partners · $1.1M raised
LP Lorne Polger Co-Founder & Senior Managing Director Pathfinder Partners · $1.1M raised
SM Scott Maddux CEO & President Sunstone Two Tree · $25.8M raised
JM John Maddux President and CEO Sunstone Two Tree · $25.8M raised

Frequently asked questions

How many Investment Industry companies are there in California, United States?
Radar tracks 4967 indexable Investment Industry companies headquartered in California, United States, India, that meet our profile-completeness bar.
What is the total funding raised by Investment Industry companies in California, United States?
The Investment Industry companies in California, United States on this list have raised a combined $10.7B in disclosed equity funding across 125 funded companies.
Which is the highest-funded Investment Industry company in California, United States?
Healthpeak is the highest-funded Investment Industry company in California, United States, with $2.8B in disclosed equity funding.
How many Investment Industry companies in California, United States are funded?
125 of the 4967 Investment Industry companies in California, United States on this list have disclosed at least one equity funding round.
How many Investment Industry unicorns are there in California, United States?
1 Investment Industry company in California, United States on this list is valued at $1B or more.
Who are the top investors in California, United States Investment Industry companies?
The most active investors in California, United States Investment Industry companies on this list include Hauser Private Equity, Europa, HHS, Kensington Capital Partners, First Generation Capital.

Rankings are computed by Radar (Fliar BI) from the Radar company master and are updated periodically. Funding and momentum scores use disclosed equity-funding data only. Figures may lag private rounds. Last updated 2026-06-16.

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