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CANDIDE GROUP
Legal name: CANDIDE GROUP, LLC
CRD 286086File 801-118939
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$123.6M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $123.6M
Clients
11
16 accounts
Employees
13
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
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, 5GCompensation
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.