Family Cfo Inc
● SEC registered since 2018CRD 127335SEC# 801-112616
Reg. AUM
$289.5M
Employees
4
Accounts
213
Location
—
Family Cfo Inc assets under management
Family Cfo Inc is a registered investment adviser overseen by the SEC. The firm has been registered since 2018. It reports $289.5 million in regulatory assets under management and employs 4 people.
Family Cfo Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Annamalai Rajendran Control | Chief Executive Officer / Chief Financial Officer / Chief Operations Officer / Chief Legal Officer / Chief Compliance Officer | Under 5% | 2007 |
| Rajendran Revocable Family Trust, Ua Dec 1, 2004 Control | Shareholder | Over 75% | 2014 |
| Annamalai Rajendran Control | Effective | 50-75% | 2004 |
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Join to unlock · $37/moFrequently asked questions
How much does Family Cfo Inc manage?
Family Cfo Inc reports $289.5 million in regulatory assets under management on its Form ADV.
How many employees does Family Cfo Inc have?
Family Cfo Inc reports 4 employees.
Does Family Cfo Inc disclose fund performance?
Family Cfo Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 650-218-3551 |
| Fax | NO FAX |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$289.5M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$289.5Mregulatory AUM
Discretionary $289.5M