Candide Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oakland, CA. Its latest Form ADV filing, dated March 31, 2026, reports $124M in regulatory assets under management, 13 employees, 2 offices, and 16 accounts.
Assets Under Management
$124M
Employees
13
Offices
2 offices
Total Clients
11
Primary office
OAKLAND, CA
1721 BROADWAY, SUITE 201, OAKLAND, CA, United States
Top client segmentCharitable represent 54.5% of total clients.
Top client categories% of clientsClients
1
Charitable
54.5%
6
2
HNWI
45.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$124Mas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$124M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$124M
Total Accounts16
10Y AUM Change+$1M (+1.0%)
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+6 (+85.7%)
* 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.