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CANDIDE GROUP
CANDIDE GROUP, LLC
CRD 286086 · SEC 801-118939
1721 BROADWAY, SUITE 201, OAKLAND, CA, 94612, United States
Phone
(510) 761-8150
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$123.6M
Discretionary AUM
$0
Team
13 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsRESEARCH SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $63.2M |
| Charitable organizations | 6 | $60.3M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD