SHALOM GLOBAL CAPITAL GROUP LLC

RIASEC RegisteredEst. 2020
Total AUM
$35M
Discretionary
$35M
100% of AUM
Avg account
$779K
Accounts
45
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 55%, Exchange Traded Equities 43%, Cash & Cash Equivalents 2%55%
  • US Government Bonds55%
  • Exchange Traded Equities43%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • YI CHING TSAI

    Managing PrincipalCRD 3130054

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth