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Candide Group, LLC

● SEC registered since 2020CRD 286086SEC# 801-118939Oakland, CA
Export (members)
Reg. AUM
$123.6M
Employees
13
Accounts
16
Location
Oakland, CA

Candide Group, LLC assets under management

Candide Group, LLC operates as an SEC-registered investment adviser based in Oakland, CA. The firm has been registered since 2020. It reports $123.6 million in regulatory assets under management and employs 13 people.

Candide Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Aner Ben-Ami ControlManaging Member And Chief Investment Officer50-75%2015
George Earl Ashton ControlChief Executive OfficerUnder 5%2024
Morgan Simon ControlManaging Member And Cco50-75%2015

Frequently asked questions

How much does Candide Group, LLC manage?

Candide Group, LLC reports $123.6 million in regulatory assets under management on its Form ADV.

How many employees does Candide Group, LLC have?

Candide Group, LLC reports 13 employees.

Where is Candide Group, LLC located?

Candide Group, LLC is based in Oakland, CA and has been SEC-registered since 2020.

Does Candide Group, LLC disclose fund performance?

Candide Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1721 Broadway, Suite 201, Oakland, CA 94612
Phone(510) 761-8150
Office hours9:00 To 5:00
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Regulatory AUM

$123.6M▼ 29%
Mar '25 — $174.7MApr '25 — $174.7MMay '25 — $174.7MJun '25 — $174.7MJul '25 — $174.7MAug '25 — $174.7MSep '25 — $174.7MOct '25 — $174.7MNov '25 — $174.7MDec '25 — $125.3MJan '26 — $125.3MFeb '26 — $125.3MMar '26 — $123.6MApr '26 — $123.6MMay '26 — $123.6MJun '26 — $123.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers

Assets under management

$123.6Mregulatory AUM
Discretionary $0Non-discretionary $123.6M