Also known as CFM
Comprehensive Financial Management (CFM) is a multi-family office in Los Gatos, California, established in 1986. It offers investment advisory and asset management services to clients. As of December 31, 2023, its investment portfolio exceeded $16.67 billion, with investments in private equity. Private equity exposure is in buyout fund strategies diversified across Asia, the Middle East, Australia and New Zealand. The firm has made commitments to funds of Asia Alternatives Management and Axiom Asia Private Capital, and the portfolio accepts first-time fund investments.
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Comprehensive Financial Management is a multi family office (mfo) based in Los Gatos, United States, managing approximately $16.5B in assets.
Comprehensive Financial Management is headquartered in Los Gatos, United States.
Comprehensive Financial Management manages approximately $16.5B in assets under management.
Comprehensive Financial Management was founded in 1986.
Comprehensive Financial Management focuses on Buyout, Real Estate - General, Investment Funds, Real Estate, Residential Property Acquisition & Development.
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