$123.6M Total AUM
$0 Disc. AUM
-10.9% 3Y CAGR
13 Employees
11 ADV. Clients
8 yrs Firm Age
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- Custodian
- BNY Mellon
- Clients
- Retail and Institutional
- Platforms
- EagleFocus value +more
- Established Date
- 11-02-2017
- Office Locations
- 3
Office Locations
1721 Broadway Suite 201 Oakland CA
-- Oakland CA
-- TEL Aviv --
About Candide Group
Candide Group is an SEC-registered investment adviser specializing in private investments that help clients align portfolios with their values. The firm facilitates direct opportunities and also works with capital seekers, with recent investments including Dollaride and Ho'ahu Energy Cooperative Molokai.
Team overview
39 AVG AGE
$30.9M AVG AUM / ADVISOR
$11.2M AVG AUM / CLIENT
6.5 yrs AVG TENURE
13 Employees
4 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Accredited Investors
Capital
Asset Classes
Summit pioneer Capital oak Ember pathway Fusion Bridge catalyst Horizon horizon Glacier Optima Signal
Client Personas
Alpha Ridge atlas
Custodian
Element glacier Value radial Capital vector
Investment Themes
Atlas Timber Horizon vertex Fusion meridian Legacy pioneer Legacy atlas
Investment Vehicles
Harbor
Platform
Capital
Services
Matrix Timber vector Vital North vector
Technology
Element Pioneer Frontier Vector Vital signal
Owner & Executives
Aner Ben-Ami
Chief Investment Officer, Managing Member, Partner
- CRD
- #6739149
- Ownership
- 50% but less than 75%
(780) 444-4366
harbor.focus@momentumcapital.com
in linkedin.com/in/vector-optima
MORGAN SIMON
Chief Compliance Officer, Founding Partner, Managing Member
- CRD
- #6739151
- Ownership
- 50% but less than 75%
(207) 681-1706
foundation.pioneer@beaconcapital.com
in linkedin.com/in/wave-insight
P
Prime quantum
Matrix prime
- CRD
- #99130
- Ownership
- 42.0%
(225) 907-8775
wave.matrix@embercapital.com
in linkedin.com/in/capital-harbor
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $123,571,267 | $7,723,204 |
| Total | $123,571,267 | $7,723,204 |
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Separately Managed Accounts
Total SMA Asset: $123,571,267
Private Funds:
30.7% Equity - OTC:
26.1% Equity - Exchange:
20.5% Other:
22.7% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,360,570,055 | 30.7% |
| Equity - OTC | $1,156,706,138 | 26.1% |
| Equity - Exchange | $908,523,978 | 20.5% |
| Other | $1,006,024,113 | 22.7% |
| Total | $4,431,824,284 | 100.0% |