Candide Group
Candide Group is an SEC-registered ria in Oakland, CA with $123.6M assets under management (AUM, regulatory AUM), -29% over one year. See who owns Candide Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286086, SEC 801-118939, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $123.6M (2026-03-31)
- Firm type
- Ria
- Location
- Oakland, CA
- Employees
- 13
- Clients
- 11
- CRD
- 286086
- Ownership
- Ben-Ami, Aner; NEWSOME, HOPE, LYNEE; ASHTON, GEORGE, EARL; SIMON, MORGAN; Simon, Morgan
How much AUM does Candide Group have?
Candide Group reported $123.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Candide Group?
Disclosed owners and executives of Candide Group include Ben-Ami, Aner, NEWSOME, HOPE, LYNEE, ASHTON, GEORGE, EARL, SIMON, MORGAN, Simon, Morgan. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.