Investment adviser · CRD 286086
CANDIDE GROUP
Investment adviser filing (IA)
CANDIDE GROUP, LLC
OAKLAND, CA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $124M Form ADV · Item 5.F
- Client accounts
- 16 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 5 | $63,240,507 | 51.2% |
| Charities | 6 | $60,330,760 | 48.8% |
Filing source
Form ADV 2082272 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
OLAMINA FUND, LLCOther Private Fund · Last reported Mar 31, 2023$40MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WITHUMSMITH + BROWN, PC
PCAOB 100
Fund details & source
- Fund ID
- 805-2236307575
- Reported beneficial owners
- 1
- Minimum commitment
- $1M
- Form D file number
- 021-1822430
Form ADV 1725351 · Mar 31, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
1721 BROADWAY, SUITE 201OAKLAND, CA, 94612, United States
CRD 286086
Filing source
Form ADV 2082272 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.