CANDIDE GROUP

Legal name: CANDIDE GROUP, LLC

CRD 286086File 801-118939

APPROVED

Retail clients

Disclosure events

Filing as of Mar 31, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$123.6M

Bottom 25% of cohort (national)

Discretionary AUM

Non-discretionary $123.6M

Clients

16 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jun 18, 2020
Principal office: 1721 BROADWAY, SUITE 201, OAKLAND, CA, 94612
Phone: (510) 761-8150
Website: HTTPS://CANDIDEGROUP.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $123.6M
Discretionary AUM: $0
Non-discretionary AUM: $123.6M
Discretionary accounts: 0
Non-discretionary accounts: 16
Total accounts: 16
AUM per client: $11.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	6	$60.3M
High net worth individuals	5	$63.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11D4

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	11	13	increased by2
Apr 1, 2026	Clients	10	11	increased by1
Apr 1, 2026	AUM	$125,273,600	$123,571,267	decreased by$1,702,333
Apr 1, 2026	Accounts	15	16	increased by1
Jan 1, 2026	Employees	15	11	decreased by4
Jan 1, 2026	Custody	Yes	No
Jan 1, 2026	AUM	$174,749,834	$125,273,600	decreased by$49,476,234
Jan 1, 2026	Accounts	14	15	increased by1
Dec 1, 2025 vs May 1, 2025	Clients	6	10	increased by4
Dec 1, 2025 vs May 1, 2025	Accounts	13	14	increased by1
May 1, 2025 vs Oct 1, 2022	Employees	9	15	increased by6
May 1, 2025 vs Oct 1, 2022	Clients	8	6	decreased by2
May 1, 2025 vs Oct 1, 2022	AUM	$156,303,689	$174,749,834	increased by$18,446,145
May 1, 2025 vs Oct 1, 2022	Accounts	12	13	increased by1
Apr 1, 2022	Employees	7	9	increased by2

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CANDIDE GROUP” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CANDIDE GROUP” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.