Firm profile

CENDANA CAPITAL

SAN FRANCISCO, CACRD 165555Latest ADV March 30, 2026

Cendana Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 30, 2026, reports $2.4B in regulatory assets under management, 13 employees, and 17 accounts.

Assets Under Management
$2.4B
Employees
13
Offices
--
Total Clients
17
Primary office
SAN FRANCISCO, CA
555 CLAY STREET, SAN FRANCISCO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOJoshua T. Grimm
CFOJoshua T. Grimm

Advisory services offered

2 types reported
Portfolio management for pooled investment vehicles
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
17

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.4Bas of March 30, 2026
Discretionary67.1%
$1.6B
67% of total RAUM67.1%
Non-discretionary32.9%
$780M
33% of total RAUM32.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$2.4B
Total Accounts17
10Y AUM Change+$2.1B (+645.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees13
Clients per Employee1:1
10Y Employee Change+11 (+550.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.