Candor Financial LLC

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Assets, Funds, Holdings

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Candor Financial LLC
CRD #314173
SEC #801-121166
CIK #0002032572, 0001957559
AUM $9.6 M (2025-05-08)
Employees 3 (67% Investors, 0% Brokers)
Phone415-704-6412
Address
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($M)
10.08.06.04.02.00.02011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 164 9.6
(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 164 9.6
By Discretionary
Discretionary 113 6.2
Non-Discretionary 51 3.5
Total 164 9.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 9.6
Total 164 9.6
EDGAR Form CIK 2011 - 2025
D [0002032572]
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