Top Private Equity Firms in San Jose

San Jose, located in the heart of Silicon Valley, is a major center for technology and innovation. The city and its surrounding areas are home to several prominent private equity (PE) firms that invest across various industries, including technology, healthcare, and consumer products.

In this article, we will explore some of the top private equity firms in and around San Jose, highlighting their investment focus and notable contributions.

Global Wealth Partners, Inc.

Global Wealth Partners, Inc. is a wealth management and financial advisory firm headquartered in San Jose. The firm specializes in private equity investments, asset management, retirement planning, estate planning, and alternative investments.

Their human capital risk management services cater to hedge fund managers, private equity executives, professional athletes, physicians, CEOs, entrepreneurs, and high-net-worth individuals.

Global Wealth Partners takes a highly personalized approach to investment strategy, tailoring financial solutions to individual client objectives.

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AlphaX RE Capital

AlphaX RE Capital is a women-founded builder-developer real estate investment and asset management firm based in Silicon Valley, with offices in Cupertino, San Jose, and Riverside, California. Established in 2019, the firm has rapidly grown, managing over $300 million in assets and working on large-scale real estate development projects across California.

AlphaX RE Capital specializes in acquisition, entitlement, master planning, financing, construction management, and rental property management. Their vertically integrated approach allows them to oversee the entire lifecycle of real estate investments, from planning and design to construction and long-term asset management.

Their portfolio includes high-end residential and commercial properties, with a focus on creating innovative, sustainable developments that redefine modern living in Silicon Valley and beyond.

Silicon Valley Capital Partners

Silicon Valley Capital Partners is an investment advisory firm based in San Jose, California. The firm provides risk management, strategic investment planning, and global macroeconomic financial advisory services to high-net-worth individuals and businesses. They focus on capital market opportunities, aiming to enhance client portfolios while managing financial risks.

Silicon Valley Capital Partners is known for its team-driven approach to solving complex financial problems. Their services are designed to optimize long-term wealth preservation and capital growth, making them a trusted firm for investors, entrepreneurs, and executives seeking strategic financial planning.

FIG Capital

FIG Capital is a wealth management and financial advisory firm headquartered in San Jose, California. Founded in 2011, the firm specializes in investment advisory, retirement plan consulting, corporate financial services, and venture investment strategies.

FIG Capital provides unbiased financial guidance to individuals, businesses, and non-profit organizations, helping clients optimize their investment portfolios and achieve long-term financial security.

The firm is recognized for its strong advisory capabilities and was ranked #39 on Forbes' list of top wealth management firms. With a reputation for data-driven investment strategies and risk management, FIG Capital continues to be a trusted name in Silicon Valley’s financial advisory landscape.

True Blue Partners LLC

True Blue Partners LLC is an investment banking and private equity advisory firm headquartered in Campbell, just 5 miles (8 kilometers) southwest of San Jose. Established in 2016, the firm specializes in mergers and acquisitions, private placements, buyouts, and capital raising for enterprise software, SaaS, and IT services companies.

True Blue Partners focuses on lower middle-market businesses, particularly those with $1 to $3 million in EBITDA, providing strategic guidance, growth capital, and financial structuring to help management teams scale effectively.

Over the past two decades, the firm’s leadership has demonstrated a strong track record in the technology sector, successfully advising and investing in companies navigating complex market shifts.

Caldicot Capital

Caldicot Capital is a private equity firm headquartered in Palo Alto, California, approximately 17 miles (27 kilometers) northwest of San Jose. The firm focuses on lower middle-market businesses, taking a hands-on approach to working with business owners and management teams to drive operational growth and value creation.

Caldicot Capital primarily invests in industrials, consumer services, and business services companies, partnering with founders to scale operations, improve financial performance, and drive long-term profitability. The firm views its investments as partnerships, combining operational expertise with strategic capital to maximize business potential.

Notable investments include John to Go, Pacific Surfacing, and RC Maintenance, reflecting the firm’s commitment to working with essential services and industrial companies.

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San Francisco Equity Partners

San Francisco Equity Partners (SFEP) is a private equity firm located approximately 48 miles (77 kilometers) northwest of San Jose. Founded in 2005, the firm specializes in growth capital investments in consumer brands, particularly in beauty and personal care, food and beverage, and health and wellness.

SFEP partners with fast-growing, high-potential consumer businesses, providing not just capital but also strategic expertise, operational guidance, and industry connections to help companies expand distribution, improve profitability, and scale efficiently. Unlike traditional private equity firms, SFEP takes a hands-on approach, actively collaborating with portfolio companies to drive long-term value.

SFEP has invested in BruMate, an insulated drinkware brand, Xceed Foodservice Group, a foodservice brokerage platform, and DGS Retail, a company specializing in retail display solutions. These investments reflect SFEP’s focus on scaling premium consumer brands through strategic growth and market expansion.

Let's Recap

San Jose and its surrounding areas are home to several influential private equity firms that contribute to the growth and success of various industries. These firms stand out due to their expertise, strategic investments, and ability to create lasting value.

If you're an entrepreneur or a business owner looking to take your company to the next level, identifying the right PE firm is crucial. Platforms like Private Equity List make this process easier by providing a fast and easy-to-use platform to identify relevant private equity firms for your project. Whether you're a startup or an established company, Private Equity List connects you with the right investors.

About Private Equity List

Private Equity List is a top choice for finding investment opportunities in new markets. It's a straightforward and detailed site for people looking for private equity, venture capital, and angel investors. You don't have to sign up or subscribe to use it.

With global perspective (incl. US, EU and UK) and special focus on regions like the Middle East, Africa, Pan-Asia, and Central and Eastern Europe, Private Equity List provides vital info on investors, such as how much they invest, what regions and industries they're interested in, and how to contact key team members. This means you get everything you need to find, check out, and reach out to potential investors for your project. We also pay attention to early stage founders.

Check out Private Equity List to begin searching for investors.

Our team, experienced in financial services and committed to helping businesses and entrepreneurs, keeps adding around 300 new companies to our database every month. This effort has made us a reliable source for anyone looking to find investment in markets that don't get enough attention. Check out Private Equity List to begin searching for investors.

Frequently Asked Questions

What is private equity?

Private equity involves investing capital in companies, typically with the goal of improving operational efficiency and generating higher returns. Private equity firms invest in both private and public companies.

How does private equity benefit companies?

Private equity firms offer companies capital, strategic guidance, and operational expertise. This helps businesses grow, enter new markets, and improve efficiency.

What types of companies do private equity firms invest in?

Private equity firms invest in a wide range of sectors, including technology, healthcare, consumer goods, and industrials. The common factor is that these companies typically have strong growth potential.

What is a private equity fund?

A private equity fund is a pooled investment vehicle managed by a private equity firm that raises capital from institutional and accredited investors to acquire, invest in, or restructure private companies.

What is venture capital?

Venture capital (VC) is a type of private equity financing that provides funding to early-stage, high-growth startups and emerging companies with strong potential. Venture capital firms invest in exchange for equity ownership, often taking an active role in mentorship, scaling strategies, and business development to help startups succeed.