Hedge Fund Database

FAMILY CFO INC

Adviser information for FAMILY CFO INC last updated from Form ADV on February 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 196 $211.7M
Non-Discretionary 0 $0
Total 196 $211.7M

Clients

Type Number RAUM
Individuals 13 $4.7M
HNW Individuals 34 $201.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $2.6M
Charitable organizations <5 $2.6M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 4
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-112616
SEC ERA File Number 801-112616
SEC CIK Numbers 1911695
SEC CRD Numbers 127335
Legal Entity Identifier None

Principal Office

1064 LAURELES DR
LOS ALTOS
CA
United States
Monday - Friday, 8 AM TO 5 PM
Tel: 650-218-3551, Fax: NO FAX

Websites

www.familycfoinc.com www.linkedin.com/in/raj-rajendran-85957a15/

Chief Compliance Officer

ANNAMALAI RAJENDRAN
PRESIDENT & CHIEF INVESTMENT OFFICER
1064 LAURELES DR
LOS ALTOS
CA
United States
Tel: 650.218.3551
Fax: NO FAX
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
RAJENDRAN, ANNAMALAI Individual – CHIEF EXECUTIVE OFFICER / CHIEF FINANCIAL OFFICER / CHIEF OPERATIONS OFFICER / CHIEF LEGAL OFFICER / CHIEF COMPLIANCE OFFICER 01/2007 < 5%
RAJENDRAN REVOCABLE FAMILY TRUST, UA DEC 1, 2004 Domestic Entity – SHAREHOLDER 07/2014 > 75%
RAJENDRAN, ANNAMALAI Individual RAJENDRAN REVOCABLE FAMILY TRUST, UA DEC 1, 2004 EFFECTIVE 12/2004 50-75%
RAJENDRAN, SANTHI Individual RAJENDRAN REVOCABLE FAMILY TRUST, UA DEC 1, 2004 ACTIVE 12/2004 50-75%

No. Employees, Historic

105020192020202120222023202420253 on 8/19/20193 on 2/12/20203 on 5/12/20203 on 6/4/20203 on 2/26/20214 on 2/17/20224 on 9/1/20224 on 3/2/20234 on 9/1/20234 on 2/21/2024

RAUM, Historic

300M150M02019202020212022202320242025103172941 on 8/19/2019127420849 on 2/12/2020127420849 on 5/12/2020127420849 on 6/4/2020158638537 on 2/26/2021190334545 on 2/17/2022190334545 on 9/1/2022165448034 on 3/2/2023165448034 on 9/1/2023211708046 on 2/21/2024

No. Clients, Historic

50250201920202021202220232024202543 on 8/19/201945 on 2/12/202045 on 5/12/202045 on 6/4/202047 on 2/26/202146 on 2/17/202246 on 9/1/202250 on 3/2/202350 on 9/1/202350 on 2/21/2024

Holdings

From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
Agilent Technologies, Inc COM 107K 828 –
Amazon com COM 181K 937 –
Amgen Inc COM 156K 500 –
Apple COM 187K 890 –
Applied Materials COM 11K 45 –
AT&T INC COM COM 18K 957 –
Berkshire Hathaway COM 1M 4K –
Blackstone Inc COM 23K 184 –
Bloom Energy Corporation Com C COM 2M 189K –
Broadcom Inc COM 16K 10 –
Charter Communications Inc Com COM 24K 81 –
Cisco Systems, Inc COM 115K 2K –
Costco Wholesale Corp COM 161K 190 –
Dimensional ETF US Large Cap COM 245K 8K –
DIMENSIONAL ETF INTERNATIONAL COM 2M 54K –
DIMENSIONAL ETF TR EMERGING MK COM 69K 3K –
DIMENSIONAL ETF TR US MARKETWI COM 1M 38K –
Eli Lilly & Co COM 67K 74 –
Federal Express Corp COM 60K 200 –
Google Inc COM 51K 280 –
Hewlett Packard Enterprise Co COM 8K 400 –
Hewlett Packard, Inc COM 14K 400 –
Home Depot Inc COM 34K 100 –
Intel Corp COM 12K 400 –
International Business Machine COM 14K 81 –
International Small Cap Value COM 169K 6K –
Johnson & Johnson COM 22K 150 –
Keysight Technologies, Inc COM 64K 465 –
Kyndryl Hldgs Inc Com COM 368 14 –
Meta Platforms Inc Com Cl A COM 50K 100 –
Microsoft Corp Com COM 151K 338 –
Oracle Corp Com COM 372K 3K –
Pepsico, Inc COM 21K 125 –
Starbucks Corporation COM 9K 115 –
Tesla Inc COM 631K 3K –
Uber Technologies Inc COM 77K 1K –
United Parcel Service, Inc COM 14K 100 –
VANGUARD ALLWRLD EX US ETF COM 2M 32K –
VANGUARD DIVIDEND APPRECIATION COM 18M 96K –
Vanguard ESG US Stock ETF COM 846K 9K –
Vanguard EST International Sto COM 991K 17K –
VANGUARD EXTEND MKT ETF COM 2M 14K –
Vanguard FTSE All-World ex-US COM 10M 85K –
VANGUARD FTSE DEV MKT ETF COM 2M 35K –
VANGUARD FTSE EMR MKT ETF COM 3M 74K –
VANGUARD GLB EX US ETF COM 129K 3K –
VANGUARD GROWTH ETF COM 4M 11K –
VANGUARD INT-TERM CORP ETF COM 7M 92K –
VANGUARD MID CAP ETF COM 69K 283 –
VANGUARD MORTGAGE-BACK SEC ETF COM 11M 241K –
Vanguard Real Estate ETF COM 2M 21K –
Vanguard S&P 500 ETF COM 9M 19K –
Vanguard Small Cap ETF COM 616K 3K –
VANGUARD SMALL CAP VALUE ETF COM 13M 73K –
VANGUARD STRM INFPROIDX ETF COM 5M 103K –
Vanguard Total Bond Market COM 140K 2K –
VANGUARD TOTAL INTL STOCK INDE COM 16M 261K –
Vanguard Total Stock Market ET COM 39M 146K –
VANGUARD VALUE ETF COM 6M 36K –
VeriSign, Inc COM 9K 50 –
WARNER BROS DISCOVERY INC COM COM 2K 231 –
Wells Fargo & Company COM 80K 1K –
West Coast Cmnty Bancorp COM 161K 5K –
Zscaler Inc COM 29K 150 –