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Candor Financial LLC
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CRD # | 314173 |
SEC # | 801-121166 |
CIK # | 0002032572 |
AUM | $6.2 MM (2024-03-25) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 415-704-6412 |
Address | 680 Mission St Ste 32R San Francisco, CA 94105 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 155 | 6.2 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(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 | 0 | 0.0 |
Total | 155 | 6.2 |
By Discretionary | ||
Discretionary | 111 | 4.8 |
Non-Discretionary | 44 | 1.3 |
Total | 155 | 6.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 6.2 | |
Total | 155 | 6.2 |
EDGAR Form | CIK | 2011 - 2024 |
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D | [0002032572] |
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