|
Lic. #
|
Company
|
Owner
|
Ownership Type
|
Business Category
|
Address
|
City
|
State
|
Zip
|
Phone
|
Start Date
|
Expiration Date
|
Status
|
# of Emps
|
|
BT99112234
|
P K PARTNERS INC
|
NEFF, PAUL A
|
CORPORATION
|
MANAGEMENT INVESTMENT, OPEN-EN
|
14 CORPOARTE PLAZA DRIVE #200
|
NEWPORT BEACH
|
CA
|
92660
|
949-759-3456
|
4/1/1999
|
3/31/2025
|
ACTIVE
|
3
|
|
BT30069000
|
ASHDAM LLP
|
JEFFREY M VERDON
|
LIMITED LIABILITY COMPANY
|
MANAGEMENT INVESTMENT, OPEN-EN
|
1201 DOVE STREET #400
|
NEWPORT BEACH
|
CA
|
92660
|
9493338150
|
9/13/2017
|
9/30/2019
|
ACTIVE
|
0
|
|
BT30071696
|
PACIFIC ASSET MANAGEMENT LOAN FUND
|
PACIFIC ASSET MANAGEMENT LOAN
|
PARTNERSHIP
|
MANAGEMENT INVESTMENT, OPEN-EN
|
700 NEWPORT CENTER DR
|
NEWPORT BEACH
|
CA
|
92660
|
(949) 219-3011
|
3/14/2014
|
3/31/2025
|
ACTIVE
|
0
|
|
BT30067158
|
KAYNE ANDERSON RUDNICK INVESTMENT M
|
VIRTUS PARTNERS INC
|
LIMITED LIABILITY COMPANY
|
MANAGEMENT INVESTMENT, OPEN-EN
|
23 CORPORATE PLZ DR #SUITE 20
|
NEWPORT BEACH
|
CA
|
92660
|
8602634793
|
4/2/2019
|
4/30/2022
|
ACTIVE
|
0
|
|
BT30080407
|
HIGH SCORE FINANCIAL
|
DANIEL REUTER
|
LIMITED LIABILITY COMPANY
|
MANAGEMENT INVESTMENT, OPEN-EN
|
2206 WINDWARD LANE
|
NEWPORT BEACH
|
CA
|
92660
|
9494736754
|
1/2/2023
|
1/31/2024
|
ACTIVE
|
0
|
|
BT30003473
|
RSI HOLDING LLC
|
SIMON, RONALD M
|
LIMITED LIABILITY COMPANY
|
MANAGEMENT INVESTMENT, OPEN-EN
|
620 NEWPORT CENTER DR #12TH FLOOR
|
NEWPORT BEACH
|
CA
|
92660
|
(949)720-1116
|
1/1/2001
|
1/31/2025
|
ACTIVE
|
10
|
|
BT30007865
|
WIND JAMMER MEZZANINE EQT FUND
|
WINDJAMER CAPITAL INVESTORS
|
PARTNERSHIP
|
MANAGEMENT INVESTMENT, OPEN-EN
|
610 NEWPORT CENTER DR #1100
|
NEWPORT BEACH
|
CA
|
92660
|
(949)721-9944
|
1/1/2003
|
1/31/2025
|
ACTIVE
|
0
|
|
BT30056717
|
LONGTAIL ALPHA LLC
|
VINEER BHANSALI
|
LIMITED LIABILITY COMPANY
|
MANAGEMENT INVESTMENT, OPEN-EN
|
500 NEWPORT CENTER DRIVE SUIT
|
NEWPORT BEACH
|
CA
|
92660
|
9497067777
|
5/1/2016
|
5/31/2025
|
ACTIVE
|
6
|
|
BT30076060
|
360 SURGERY CENTER PARTNERS LLC
|
NELSON G MAMEY
|
LIMITED LIABILITY COMPANY
|
MANAGEMENT INVESTMENT, OPEN-EN
|
4 CORPORATE PLZ DR #150
|
NEWPORT BEACH
|
CA
|
92660
|
9498518100
|
9/1/2019
|
9/30/2025
|
ACTIVE
|
0
|
|
BT30079149
|
BAYFRONT VENTURES LLC
|
BRIANNA BECKER
|
LIMITED LIABILITY COMPANY
|
MANAGEMENT INVESTMENT, OPEN-EN
|
1024 BAYSIDE DR #232
|
NEWPORT BEACH
|
CA
|
92660
|
3104242720
|
6/30/2022
|
6/30/2025
|
ACTIVE
|
0
|
|
BT30040586
|
ROW ASSET MANAGEMENT LLC
|
OGRADY, RYAN
|
LIMITED LIABILITY COMPANY
|
MANAGEMENT INVESTMENT, OPEN-EN
|
450 NEWPORT CENTER DR #420
|
NEWPORT BEACH
|
CA
|
92660
|
(949) 478-8317
|
1/1/2010
|
1/31/2025
|
ACTIVE
|
6
|
|
BT30067176
|
MEDICI CAPITAL LLC
|
ROBERT KLEIN
|
LIMITED LIABILITY COMPANY
|
MANAGEMENT INVESTMENT, OPEN-EN
|
520 NEWPORT CENTER DR #620
|
NEWPORT BEACH
|
CA
|
92660
|
9497061455
|
2/1/2019
|
2/28/2025
|
ACTIVE
|
2
|
|
BT30071698
|
PACIFIC ASSET MANAGEMENT CLO OPPORT
|
PACIFIC ASSET MANAGEMENT CLO O
|
PARTNERSHIP
|
MANAGEMENT INVESTMENT, OPEN-EN
|
700 NEWPORT CENTER DRIVE
|
NEWPORT BEACH
|
CA
|
92660
|
9492193704
|
4/5/2018
|
4/30/2020
|
ACTIVE
|
0
|
|
BT30043824
|
COMPASS INVESTMENTS LLC
|
ANN MESSENGER
|
LIMITED LIABILITY COMPANY
|
MANAGEMENT INVESTMENT, OPEN-EN
|
108 TOPAZ AVE
|
NEWPORT BEACH
|
CA
|
92662
|
949-632-6463
|
6/25/2013
|
6/30/2017
|
ACTIVE
|
0
|
|
BT30012433
|
PACIFIC SELECT FUND
|
HENDRA, KEVIN
|
CORPORATION
|
MANAGEMENT INVESTMENT, OPEN-EN
|
700 NEWPORT CENTER DR
|
NEWPORT BEACH
|
CA
|
92660
|
949-219-3699
|
9/1/2005
|
9/30/2025
|
ACTIVE
|
0
|
|
BT30030914
|
LABRADOR CAPITAL LLC
|
BONAPARTE LIU
|
LIMITED LIABILITY COMPANY
|
MANAGEMENT INVESTMENT, OPEN-EN
|
4 SUNRISE #SUITE 390
|
NEWPORT COAST
|
CA
|
92657
|
949-205-4060
|
3/1/2008
|
3/31/2025
|
ACTIVE
|
0
|
|
BT30023857
|
BBCI LLC
|
BERTHA, ALBERT F
|
LIMITED LIABILITY COMPANY
|
MANAGEMENT INVESTMENT, OPEN-EN
|
3220 GREY HAWK CT
|
CARLSBAD
|
CA
|
92010
|
949642-5014
|
6/5/2008
|
6/30/2025
|
ACTIVE
|
0
|
|
BT30024251
|
FIRST NEWPORT FINANCIAL SVCS
|
STEVEN LIBSTAFF
|
CORPORATION
|
MANAGEMENT INVESTMENT, OPEN-EN
|
204 MAIN ST #4324
|
NEWPORT BEACH
|
CA
|
92661
|
562-310-2982
|
4/17/2006
|
4/30/2025
|
ACTIVE
|
0
|
|
BT30049506
|
MIVEN INC
|
STEVEN TSAO
|
CORPORATION
|
MANAGEMENT INVESTMENT, OPEN-EN
|
23 CORPORATE PLAZA #225
|
NEWPORT BEACH
|
CA
|
92660
|
(949) 706-3355
|
1/1/2015
|
1/31/2025
|
ACTIVE
|
7
|
|
BT30068273
|
WRIGHT COMPANIES
|
WRIGHT PROPERTY CARE INC
|
CORPORATION
|
MANAGEMENT INVESTMENT, OPEN-EN
|
1111 BAYSIDE DRIVE #222/226
|
CORONA DEL MAR
|
CA
|
92625
|
7142721217
|
3/13/2019
|
3/31/2025
|
ACTIVE
|
1
|
|
BT30075410
|
PACIFIC LIFE INVESTMENT GRADE TRADE
|
PACIFIC LIFE INSURANCE COMPANY
|
PARTNERSHIP
|
MANAGEMENT INVESTMENT, OPEN-EN
|
700 NEWPORT CENTER DR
|
NEWPORT BEACH
|
CA
|
92660
|
949-219-3011
|
5/29/2018
|
5/31/2025
|
ACTIVE
|
0
|
|
BT20030740
|
THE RADIGAN COMPANY
|
FLYNN, MICHAEL T
|
CORPORATION
|
MANAGEMENT INVESTMENT, OPEN-EN
|
3419 VIA LIDO #STE. 439
|
NEWPORT BEACH
|
CA
|
92663
|
949-719-1160
|
11/1/1999
|
10/31/2024
|
ACTIVE
|
0
|
|
BT30013722
|
MARK R POOCHIGIAN
|
POOCHIGIAN, MARK
|
SOLE PROPRIETORSHIP
|
MANAGEMENT INVESTMENT, OPEN-EN
|
850 SANDCASTLE DR
|
CORONA DEL MAR
|
CA
|
92625
|
(949) 760-6029
|
1/1/2004
|
1/31/2021
|
ACTIVE
|
0
|
|
BT30044720
|
PACIFIC LIFE FUND ADVISORS LLC
|
PACIFIC LIFE FUND ADVISORS, LL
|
LIMITED LIABILITY COMPANY
|
MANAGEMENT INVESTMENT, OPEN-EN
|
700 NEWPORT CENTER DRIVE
|
NEWPORT BEACH
|
CA
|
92660
|
949-219-7081
|
9/17/2013
|
9/30/2025
|
ACTIVE
|
0
|
|
BT30068402
|
HUFF PACIFIC CULTURE CENTER
|
JAMES RENZAS
|
CORPORATION
|
MANAGEMENT INVESTMENT, OPEN-EN
|
4675 MACARTHUR COURT #SUITE 1430
|
NEWPORT BEACH
|
CA
|
92660
|
9493314330
|
8/7/2019
|
8/31/2020
|
ACTIVE
|
0
|
|
BT30069537
|
INNOVATECH CAPITAL CORPORATION
|
JAMES RENZAS
|
CORPORATION
|
MANAGEMENT INVESTMENT, OPEN-EN
|
4675 MACARTHUR COURT #SUITE 1430
|
NEWPORT BEACH
|
CA
|
92660
|
9493314330
|
9/26/2019
|
9/30/2020
|
ACTIVE
|
3
|
|
BT30069002
|
KINSMITH FINANCIAL
|
STEWART R SMITH
|
CORPORATION
|
MANAGEMENT INVESTMENT, OPEN-EN
|
4675 MACARTHUR COURT, STE 540
|
NEWPORT BEACH
|
CA
|
92660
|
6267991182
|
8/14/2019
|
8/31/2025
|
ACTIVE
|
2
|
|
BT01032142
|
LIDO MANAGEMENT COMPANY LLC
|
CURCI, JOHN L
|
LIMITED LIABILITY COMPANY
|
MANAGEMENT INVESTMENT, OPEN-EN
|
717 LIDO PARK DR
|
NEWPORT BEACH
|
CA
|
92663
|
949-673-1060
|
3/1/2001
|
2/28/2025
|
ACTIVE
|
0
|
|
BT30036068
|
AC SELF STORAGE SOLUTIONS LLC
|
MORRIS, FRANK
|
LIMITED LIABILITY COMPANY
|
MANAGEMENT INVESTMENT, OPEN-EN
|
4350 VON KARMAN AVE #200
|
NEWPORT BEACH
|
CA
|
92660
|
949-544-3530
|
6/1/2011
|
6/30/2025
|
ACTIVE
|
0
|
|
BT30075190
|
PAAMCO PRISMA LLC
|
MAYER CHEREM
|
PARTNERSHIP
|
MANAGEMENT INVESTMENT, OPEN-EN
|
660 NEWPORT CENTER DR #930
|
NEWPORT BEACH
|
CA
|
92660
|
9492614900
|
2/15/2021
|
2/28/2025
|
ACTIVE
|
18
|
|
BT30075411
|
PACIFIC LIFE TRADE RECEIVABLE GP LL
|
PACIFIC LIFE INSURANCE COMPANY
|
LIMITED LIABILITY COMPANY
|
MANAGEMENT INVESTMENT, OPEN-EN
|
700 NEWPORT CENTER DR
|
NEWPORT BEACH
|
CA
|
92660
|
949-219-3011
|
5/25/2018
|
5/31/2025
|
ACTIVE
|
0
|