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SHALOM GLOBAL CAPITAL GROUP LLC
CRD 309315 · SEC 801-118929
2033 GATEWAY PLACE, SUITE 500, SAN JOSE, CA, 95110, United States
Phone
(408) 342-1680
Fax
(844) 794-5475
Registration
— (—)
Source
State registered
Total AUM
$35.0M
Discretionary AUM
$35.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $9.7M |
| Charitable organizations | 1 | $25.4M |
Official SEC filing: View on IAPD