CANDIDE GROUP

Overview

Candide Group is an independent registered investment adviser formed as an LLC in 2020 that serves both high-net-worth individuals/families and institutional clients. The firm operates primarily as a capital allocator: it constructs portfolios, selects third‑party managers and places client capital into private funds and other externally managed strategies alongside more traditional pooled products. Candide Group reports an active ESG posture and provides portfolio management for individuals and small businesses as well as for institutional clients. Its advisory menu also includes manager selection and educational seminars, and the firm uses a mix of fee arrangements — percentage of AUM, fixed fees and performance‑based fees — reflecting use of incentive structures in some mandates. Candide Group files its assets as largely non‑discretionary, which indicates clients typically retain final trading authority while the adviser provides advice, implementation recommendations and manager selection. The firm’s investment emphasis tilts toward private markets and alternative strategies alongside mutual funds and more conventional securities, positioning it to blend income, return-seeking and diversification exposures across client programs.

Assets & Accounts

Investments & Alternatives

Location & Offices