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 SEC-registered investment adviser organized as an LLC and registered in 2020. The firm operates as a capital allocator serving both individual/family and institutional clients, charging fees as a percentage of assets under management. Its stated advisory activities emphasize portfolio management for individuals and small businesses and the selection of other advisers, which suggests a focus on outsourcing specialized strategies to third-party managers. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
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 1YI 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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