Data / Investment advisers / California / Candide Group
Candide Group, Oakland, CA: $124 million AUM, SEC registered investment adviser
Candide Group is an SEC registered investment adviser with its main office in Oakland, California and reports $124 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals and charitable organizations. It is paid through a percentage of assets under management, fixed fees and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 286086
- SEC file number
- 801-118939
- SEC status
- Approved, effective June 18, 2020
- Legal name
- Candide Group, LLC
- Main office
- 1721 Broadway Suite 201, Oakland, CA 94612
- Phone
- (510) 761-8150
- Website
- medium.com
- Regulatory AUM
- $123,571,267 in the Form ADV filed March 31, 2026
- Non discretionary AUM
- $123,571,267
- Accounts
- 16
- Employees
- 13, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $63.2 million |
| Charitable organizations | 6 | $60.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $123.6 million | March 31, 2026 |
| January 2, 2026 | $125.3 million | December 19, 2025 |
| December 1, 2025 | $174.7 million | July 16, 2025 |
Other advisers in Oakland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Illumen Capital Management, LLC | Oakland | $294.9 million | 6 | adviserinfo.sec.gov |
| Authentic Ventures Investment Manager, LLC | Oakland | $201.2 million | 14 | adviserinfo.sec.gov |
| Falcon Bridge Capital | Oakland | $192.7 million | 2 | adviserinfo.sec.gov |
| Infinity Financial Services Advisory | Oakland | $174 million | Not listed | adviserinfo.sec.gov |
| Brooker Wealth Management | Oakland | $136.4 million | Not listed | adviserinfo.sec.gov |
| Contango Wealth Management LLC | Oakland | $122.8 million | Not listed | adviserinfo.sec.gov |
| Ak Global Asset Management, LLC | Oakland | $117.8 million | Not listed | adviserinfo.sec.gov |
| Ella Financial Advising | Oakland | $106.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oakland, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Candide Group on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.