Shalom Global Capital Group LLC

Overview

Shalom Global Capital Group LLC is a California-based independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves both individual/family and institutional clients and bills for advisory services on a percentage-of-assets basis. Its advisory practice centers on portfolio management for individuals and small businesses and on selecting outside advisers and managers, reflecting its role as a capital allocator. The firm does not identify itself as an active ESG investor and operates within California (state-registered). Its business model combines direct portfolio management with the use of third-party managers and funds to access strategies the firm does not manage in-house.

Assets & Accounts

Investments & Alternatives

Location & Offices