# CANDIDE GROUP, LLC

CANDIDE GROUP, LLC of OAKLAND, CA is an SEC-registered investment adviser.

## Registration

- CRD: 286086
- Type: SEC-registered investment adviser
- SEC file number: 801-118939
- Location: 1721 BROADWAY, SUITE 201, OAKLAND, CA, 94612
- Phone: (510) 761-8150
- Latest filing: 2026-03-31
- Regulatory AUM: $123.6M
- Non-discretionary AUM: $123.6M
- Clients: 13
- Accounts: 16

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Simon Morgan | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | New York, NY |
| Aner Ben-Ami | MANAGING MEMBER; MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | CA, CA |
| Morgan Simon | MANAGING MEMBER; MANAGING MEMBER AND CCO | New Yorl, NY |
| George Earl Ashton | CHEIF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER | — |
| Hope Lynee Newsome | CHIEF COMPLIANCE OFFICER | — |
| NEWSOME HOPE LYNEE | CHIEF COMPLIANCE OFFICER | — |
| Ben-Ami Aner | MANAGING MEMBER | — |
| ASHTON GEORGE EARL | CHEIF EXECUTIVE OFFICER | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2017-05-15 | regulatory | THE DEPARTMENT OF BUSINESS OVERSIGHT ALLEGED THE FIRM ENGAGED IN INVESTMENT ADVISORY ACTIVITIES PRIOR TO HOLDING A INVESTMENT ADVISER CERTIFICATE ISSUED BY THE DEPARTMENT. | Final | $15K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286086/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286086/similar
- Related entities: https://search.stillhousedata.com/firm/286086/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286086

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.