Candide Group provides portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.
Candide Group reports 11 clients. They include 6 charitable organizations and 5 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $124M across 16 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 45% | 51% |
| Charitable organizations | 55% | 49% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 5 | $63.2M | 51.2% | $12.6M |
| Charitable organizations | 6 | $60.3M | 48.8% | $10.1M |
| Total | 11 | $124M | 100% | $11.2M |
- Clients
- 5
- Regulatory AUM
- $63.2M
- AUM share
- 51.2%
- Avg. per client
- $12.6M
- Clients
- 6
- Regulatory AUM
- $60.3M
- AUM share
- 48.8%
- Avg. per client
- $10.1M
Total
- Clients
- 11
- Regulatory AUM
- $124M
- AUM share
- 100%
- Avg. per client
- $11.2M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Candide Group charges up to 1.75% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Impact Consulting
- Impact Consulting is generally charged per project, typically $10,000 to $100,000.
- Impact Education Services
- Impact Education Services are generally charged per project, typically $10,000 to $400,000, or hourly at $150 to $500 (commercial) or $75 to $250 (discounted).
- Research Services
- Research Services are priced individually, typically $75,000 to $500,000, usually invoiced at the start of the engagement.
Aner Ben-Ami owns 50% to 75% of Candide Group. George Ashton is CEO; the leadership team includes Chief Investment Officer Aner Ben-Ami. It has 13 employees, 4 of them in advisory roles.
Staff
- 13 employees
- 4 in advisory functions
- 2 state-registered reps
- 1 soliciting firm
- Owns 50% to 75% of Candide Group, LLC
Aner Ben-Ami
Control person · since June 2015
- Owns 50% to 75% of Candide Group, LLC
Morgan Simon
Control person · since June 2015
Candide Group’s regulatory assets fell from $136M (July 2021) to $124M (March 2026); clients rose from 1 to 11 and employees from 7 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $124M | 11 | 13 | 3 |
| Jul 2025July 2025 | $175M | 10 | 15 | 1 |
| Apr 2024April 2024 | $212M | 14 | 14 | 1 |
| Mar 2023March 2023 | $175M | 18 | 13 | 1 |
| Jul 2022July 2022 | $156M | 8 | 9 | 1 |
| Jul 2021July 2021 | $136M | 1 | 7 | 1 |
Besides its headquarters, Candide Group has 2 offices (2 private residences, listed without an address), with 1 listed address in 1 state.
California · 1 listed address
- 1721 Broadway, Suite 201, OaklandHQ
Contact and registration details
- Legal name
- Candide Group, LLC
- Headquarters
- 1721 Broadway, Suite 201, Oakland, CA 94612
- Website
- candidegroup.com
- Phone
- 510-761-8150
- SEC file
- 801-118939
- Structure
- California LLC
- Fiscal year end
- December
Candide Group’s named custodian for separately managed accounts is The Bank of New York Mellon ($26.4M). Candide Group does not have custody of client assets.
- The Bank of New York MellonThe Bank of New York Mellon Corporation · New York, NY · $26.4M100%
At year end, Candide Group’s separately managed accounts were largely in stocks (46%) and funds (41%).
What the accounts hold
- Stocks46%
- Non-exchange-traded equities25%
- Exchange-traded equities21%
- Funds41%
- Other13%
- Private debt instruments13%
How many clients does Candide Group have?
Candide Group has 11 clients and manages $124 million for them, as of March 2026. They include 6 charitable organizations and 5 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Candide Group offer?
Candide Group provides portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Candide Group charge?
Candide Group charges up to 1.75% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable.
Which custodians does Candide Group use?
Candide Group’s separately managed account assets are held at The Bank of New York Mellon Corporation (New York, NY), with $26.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Candide Group have?
Candide Group has 2 investment adviser representatives registered with state securities authorities, out of 13 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Candide Group invest in?
At the end of its last fiscal year, Candide Group’s separately managed accounts held 41% pooled vehicles (private funds and similar), 25% non-exchange-traded equities, 21% exchange-traded equities and 13% other. The 13% other category is described as: Private Debt Instruments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Candide Group?
Candide Group’s direct owners are Aner Ben-Ami (50% to 75%) and Morgan Simon (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Candide Group get paid?
Candide Group is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Candide Group?
Candide Group’s main office is at 1721 Broadway, Suite 201, Oakland, CA 94612. Its phone number is 510-761-8150. Its website is candidegroup.com.
