Comprehensive Financial Management is a family office - multi based in Los Gatos, United States, founded in 1986. Verified contact details, AUM data, and investment preferences on FindLPs.
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.
Investment types: Buyout
Preferred geographies: Asia, Australia, Brunei, Cambodia, Caucasus, Central Asia, China, East Asia, East Timor, Hong Kong, Indonesia, Japan, Laos, Macau, Malaysia, Middle East, Mongolia, Myanmar, New Zealand, North Korea, Oceania, Philippines, Singapore, South Asia, South Korea, Southeast Asia, Taiwan, Thailand, Vietnam
Location: 720 University Avenue\nSuite 200\nLos Gatos, CA\n95032\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.