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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Candide Group LLC
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| CRD # | 286086 |
| SEC # | 801-118939 |
| CIK # | |
| AUM | $174.7 M (2025-07-16) |
| Employees | 15 (47% Investors, 0% Brokers) |
| Phone | 510-761-8151 |
| Address | 1721 Broadway Oakland, CA 94612 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Olamina Fund LLC | 2020-05-18 | 40.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 8 | 92.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 2 | 82.6 |
| Total | 14 | 174.7 |
| By Discretionary | ||
| Discretionary | 2 | 82.6 |
| Non-Discretionary | 12 | 92.2 |
| Total | 14 | 174.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.7 | |
| Total | 14 | 174.7 |
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|---|---|---|
|
Charter Wealth Management Inc
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NC | 0.2 |
|
Sun Financial Inc
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UT | 0.2 |
|
Barnett & Co Inc
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TN | 0.2 |
|
Parsonex Advisory Services Inc
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CO | 0.2 |
|
Gatepass Capital LLC
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OH | 0.2 |
|
Financial Life Planners LLC
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AZ | 0.2 |
|
AO Wealth Advisory LLC
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|
IA | 0.2 |
|
Marrick Wealth LLC
✚
|
CA | 0.2 |
|
Shaffer Capital Advisers LLC
✚
|
OH | 0.2 |
|
Naviquant Capital Management LLC
✚
|
0.2 |