Shalom Global Capital Group LLC
Firm details
- Headquarters
- San Jose, California
- CRD number
- 309315
- Registered since
- June 15, 2020
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations72.43%
- HNWI27.57%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Shalom Global Capital Group LLC is an independent, SEC‑registered Registered Investment Adviser organized as an LLC and owned by an individual. The firm has been registered with the SEC since 2020 and positions itself as a capital allocator that serves both high‑net‑worth individuals and family clients as well as institutional relationships. Its primary revenue model is fees based on assets under management. Advisory work centers on discretionary portfolio management for individuals and small businesses, and the firm also engages in selection of third‑party managers. The firm does not identify as an active ESG investor and is not set up as a multi‑state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds55%
- Exchange Traded Equities43%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Yi Ching Tsai
Managing PrincipalCRD 3130054
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Jose, CA
Santa Clara
Location
San Jose, CA
Headquartered in San Jose, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 2033 Gateway Pl
- Time zone
- PT (UTC-8)
- Office locations
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