Alternative Investment Industry Growing in California: New Report Shows the Opportunity That Exists for Investors

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At the Annual Alpha Hedge West conference in San Francisco on September 8, the California Hedge Fund Association (CHFA) in conjunction with Preqin, released a report showing tremendous growth in California’s alternative investment industry over the past five years and demonstrating that great opportunity exists for future growth. The CHFA also announced it will change its name and broaden its scope to encompass a wider range of investment strategies within its membership.

This report summarizes how the needle has shifted in California in the past five years for venture capital, private equity, real estate, and hedge funds.

The 22nd Annual Alpha Hedge West conference, taking place September 8-9, 2016, at the Ritz-Carlton San Francisco, is focused on innovative approaches taken by both established and emerging fund managers in the industry. Along with influential asset allocators and regulatory bodies, the event is a meeting place for members of the alternative investment community to explore new allocation strategies and look towards the future of investing.

The conference is being co-hosted by the California Hedge Fund Association (CHFA), a 1,200-member regional non-profit association focused on fostering growth and development of the alternative investment community. The conference opened with an announcement by CHFA’s president, Jason Gerlach, CEO, who is CEO and Managing Partner of Sunrise Capital Partners, a San Diego-based asset management firm.

In response to the changing investment landscape in California, Gerlach announced plans to change the name and scope of the CHFA. He said that on January 1, 2017, the CHFA will be broadening its mandate to include all alterative strategies and accordingly, will be changing the organization’s name to one that is more descriptive to include private equity, real estate, fintech, venture capital, and other alternative investment sectors.

He also released a new industry research report that summarizes the evolving landscape of alternative asset management in California. The report was developed in conjunction with Preqin, a leading source of data and intelligence, covering private equity, hedge funds, real estate, infrastructure and private debt. Gerlach said, “This report summarizes how the needle has shifted in California in the past five years for venture capital, private equity, real estate, and hedge funds.” The report shows there are over a 1,000 active alternative asset managers in California, collectively they are managing nearly 1 trillion dollars in capital, and there are 500 California-based institutional investors with 63% of them allocating in alternatives. “This clearly shows that there is more upside for the alternative investment industry here in California,” he said.


For more information about the California Hedge Fund Association (CHFA) visit: or email: info(at)calhedgefund(dot)org

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Kerry Parker, Executive Director
since: 06/2013
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Sunrise Capital Partners LLC

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