CANDIDE GROUP
CANDIDE GROUP, LLC Legal Name
Adviser information for CANDIDE GROUP last updated from Form ADV on March 30th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 14 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| 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 | 1 | $36.0M |
| Non-Discretionary | 14 | $63.0M |
| Total | 15 | $99.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 13 | $23.0M |
| Other | <5 | $76.0M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 4 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-118939 |
|---|---|
| SEC ERA File Number | 801-118939 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 286086 |
| Legal Entity Identifier | None |
Principal Office
1721 BROADWAYSUITE 201
OAKLAND
CA
United States
Monday - Friday, 9:00 TO 5:00
Tel: (510)761-8151, Fax: None
Chief Compliance Officer
HOPE NEWSOME
300 S. ORANGE AVE.
SUITE 1000
ORLANDO
FL
United States
Tel:
407.985.8763
H*******@*******C
(Full email address available in API data)
Regulatory Contact
PATRICIA MCCARTHY
MANAGING DIRECTOR
1721 BROADWAY
SUITE 201
OAKLAND
CA
United States
Tel:
(510)872-0988
P*******@***************M
(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 |
|---|---|---|---|---|---|
| Ben-Ami, Aner | Individual | – | MANAGING MEMBER | 06/2015 | 50-75% |
| Simon, Morgan | Individual | – | MANAGING MEMBER | 06/2015 | 50-75% |
| NEWSOME, HOPE, LYNEE | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2020 | < 5% |