Research in progressChecked 2026-07-25
Hatch BankHatch Bank is assessed from dated identity, permission and outcome evidence. This article separates verified facts from findings that the current record cannot support.
92verification
CAPrivate credit and California
Research private credit providers for California
The current filter contains 21 relevant national records. The decision is who manages and values the assets, how leverage and nonaccruals affect the portfolio and which fees or conflicts shape investor returns. Coverage, state permission and headquarters are displayed as separate facts.
0Coverage or permission evidence
21Headquarters matches
21 matching recordsEvidence linked to provider roles
National Private credit page →Headquartered in CaliforniaCoverage not yet evidenced
Headquartered in CaliforniaCoverage not yet evidenced
Research in progressChecked 2026-07-24
The Bank of New York Mellon Trust Company, National AssociationThe Bank of New York Mellon Trust Company, National Association is assessed from dated identity, permission and outcome evidence. This article separates verified facts from findings that the current record cannot support.
92verification
Headquartered in CaliforniaCoverage not yet evidenced
Research in progressChecked 2026-07-25
West Coast Community BankWest Coast Community Bank is assessed from dated identity, permission and outcome evidence. This article separates verified facts from findings that the current record cannot support.
92verification
Headquartered in CaliforniaCoverage not yet evidenced
Research in progressChecked 2026-07-21
ANCHOR CAPITALANCHOR CAPITAL is assessed from dated identity, permission and outcome evidence. This article separates verified facts from findings that the current record cannot support.
91verification
Headquartered in CaliforniaCoverage not yet evidenced
Research in progressChecked 2026-07-21
ANGELES INVESTMENT ADVISORSANGELES INVESTMENT ADVISORS is assessed from dated identity, permission and outcome evidence. This article separates verified facts from findings that the current record cannot support.
91verification
Headquartered in CaliforniaCoverage not yet evidenced
Research in progressChecked 2026-07-22
EVEREST PRIVATE WEALTHEVEREST PRIVATE WEALTH is assessed from dated identity, permission and outcome evidence. This article separates verified facts from findings that the current record cannot support.
91verification
Headquartered in CaliforniaCoverage not yet evidenced
Research in progressChecked 2026-07-22
FIVE ARROWS MANAGERS NORTH AMERICA LLCFIVE ARROWS MANAGERS NORTH AMERICA LLC is assessed from dated identity, permission and outcome evidence. This article separates verified facts from findings that the current record cannot support.
91verification
Headquartered in CaliforniaCoverage not yet evidenced
Research in progressChecked 2026-07-22
OSTERWEIS CAPITAL MANAGEMENTOSTERWEIS CAPITAL MANAGEMENT is assessed from dated identity, permission and outcome evidence. This article separates verified facts from findings that the current record cannot support.
91verification
Headquartered in CaliforniaCoverage not yet evidenced
Research in progressChecked 2026-07-22
PANTHEONPANTHEON is assessed from dated identity, permission and outcome evidence. This article separates verified facts from findings that the current record cannot support.
91verification
Headquartered in CaliforniaCoverage not yet evidenced
Research in progressChecked 2026-07-22
PATHWAY CAPITAL MANAGEMENT, LPPATHWAY CAPITAL MANAGEMENT, LP is assessed from dated identity, permission and outcome evidence. This article separates verified facts from findings that the current record cannot support.
91verification
Headquartered in CaliforniaCoverage not yet evidenced
Research in progressChecked 2026-07-22
STEWART WEALTH MANAGEMENT, INC.STEWART WEALTH MANAGEMENT, INC. is assessed from dated identity, permission and outcome evidence. This article separates verified facts from findings that the current record cannot support.
91verification
Headquartered in CaliforniaCoverage not yet evidenced
Research in progressChecked 2026-07-22
SVB ASSET MANAGEMENTSVB ASSET MANAGEMENT is assessed from dated identity, permission and outcome evidence. This article separates verified facts from findings that the current record cannot support.
91verification
Headquartered in CaliforniaCoverage not yet evidenced
Research in progressChecked 2026-07-22
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. is assessed from dated identity, permission and outcome evidence. This article separates verified facts from findings that the current record cannot support.
91verification
Headquartered in CaliforniaCoverage not yet evidenced
Research in progressChecked 2026-07-23
VOYAGER MANAGEMENT, LLCVOYAGER MANAGEMENT, LLC is assessed from dated identity, permission and outcome evidence. This article separates verified facts from findings that the current record cannot support.
91verification
Headquartered in CaliforniaCoverage not yet evidenced
Research in progressChecked 2026-07-23
ZUCKERMAN CAPITAL MANAGEMENT, LLCZUCKERMAN CAPITAL MANAGEMENT, LLC is assessed from dated identity, permission and outcome evidence. This article separates verified facts from findings that the current record cannot support.
91verification
Headquartered in CaliforniaCoverage not yet evidenced
Research in progressChecked 2026-07-24
California International Bank, N.A.California International Bank, N.A. is assessed from dated identity, permission and outcome evidence. This article separates verified facts from findings that the current record cannot support.
90verification
Headquartered in CaliforniaCoverage not yet evidenced
Research in progressChecked 2026-07-21
ALLWORTH FINANCIAL, L.P.ALLWORTH FINANCIAL, L.P. is assessed from dated identity, permission and outcome evidence. This article separates verified facts from findings that the current record cannot support.
88verification
Headquartered in CaliforniaCoverage not yet evidenced
Research in progressChecked 2026-07-21
ARES MANAGEMENT LLCARES MANAGEMENT LLC is assessed from dated identity, permission and outcome evidence. This article separates verified facts from findings that the current record cannot support.
88verification
Headquartered in CaliforniaCoverage not yet evidenced
Research in progressChecked 2026-07-22
CLIFFWATER LLCCLIFFWATER LLC is assessed from dated identity, permission and outcome evidence. This article separates verified facts from findings that the current record cannot support.
88verification
Headquartered in CaliforniaCoverage not yet evidenced
Research in progressChecked 2026-07-22
COMPOSITION WEALTH, LLCCOMPOSITION WEALTH, LLC is assessed from dated identity, permission and outcome evidence. This article separates verified facts from findings that the current record cannot support.
88verification
Headquartered in CaliforniaCoverage not yet evidenced
Research in progressChecked 2026-07-22
KKR CREDIT ADVISORS (US) LLCKKR CREDIT ADVISORS (US) LLC is assessed from dated identity, permission and outcome evidence. This article separates verified facts from findings that the current record cannot support.
88verification
Resolve the private credit role in California
Adviser registration, securities offerings and direct lending permissions follow different federal and state routes. Match the legal name and product in the customer's document to the regulator record before comparing price or outcomes.
Compare only compatible providers
Use the same product, legal role, period and exposure measure. When those controls are missing, ServeAssess presents the available facts without calculating a winner.