| Firm Name | Type | Location | AUM | Contact | |
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COComprehensive Financial Management LLC |
Family Office - Multi | Los Gatos, CA, United States | $16.7B | ||
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About
Comprehensive Financial Management LLC is a multi family office based in Los Gatos, CA, United States. Founded in 1986. The firm manages approximately $16.7B in assets under management. Founded1986 Contacts
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| Family Office - Multi | Los Gatos, United States | $16.5B | |||
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About
Comprehensive Financial Management (CFM) is a multi-family office based in Los Gatos, California. Established in 1986, the firm provides investment advisory and asset management services to clients. Comprehensive Financial Management's investment portfolio is valued at over $16.67 billion, as of December 31, 2023, with investments in private equity. Investments in private equity include buyout fund strategies diversified in geographical locations across Asia, the Middle East, Australia, and New Zealand. The company has committed to the funds of Asia Alternatives Management and Axiom Asia Private Capital. The portfolio is open to any first-time fund investments. Founded1986 Website Investment TypesBuyout Contacts
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KIKings Mountain Capital Group (Kermit S. Claytor Family Office) |
Family Office - Single | Los Gatos, CA, United States | — | ||
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About
Kings Mountain Capital Group is a single family office based in Los Gatos, CA, United States, managing the private wealth and investments of the Kermit S. Claytor family. Founded in 2004. Founded2004 Contacts
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| Family Office - Single | Los Gatos, CA, United States | — | |||
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About
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