# BEHAGE FINANCIAL

BEHAGE FINANCIAL is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 155519
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155519

## About

BEHAGE FINANCIAL is a state-registered investment adviser in Campbell, CA. The firm manages approximately $14 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Is Behage Financial or FINRA?

A search of the SEC's Investment Adviser Public Disclosure database and FINRA's BrokerCheck system returns no entity matching 'Behage Financial' that can be confirmed as an active registered investment adviser or broker-dealer. Allocators should request the firm's CRD number or SEC file number directly, and independently verify any number provided.

### What is Behage Financial's known investment strategy or track record?

No investment strategy, asset-class allocation, portfolio company, co-investment partner, or track record has been documented by a legitimate news source or regulatory filing. The firm has not published any public investor letter, quarterly commentary, or third-party-verified performance data.

### Where is Behage Financial legally domiciled?

The firm's legal domicile and physical office location cannot be confirmed from state business registries or any public filing. An allocator executing a subscription or advisory agreement needs to know the governing law — and should require documented proof of registration in the claimed jurisdiction before proceeding.

### What should an allocator request from Behage Financial before a first meeting?

A minimum verifiable packet should include: the full name and professional background of the principal with fiduciary authority; the firm's SEC file number or state registration ID; audited financials for the advisory entity; a client reference list with permission to contact; and the legal jurisdiction governing any prospective contract. An inability to provide these items is itself a signal in due diligence.

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- [Beach Cities Wealth Management](https://altss.com/profile/beach-cities-wealth-management-llc)
- [BellTower Partners](https://altss.com/profile/belltower-partners)

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Last updated: 2026-08-14T12:30:00.000Z

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