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Candace Shira Associates
Candace Shira Associates was established in 2012 as a US wealth manager and registered investment advisor. The firm provides advisory services focused on...
Overview
Candace Shira Associates was established in 2012 as a US wealth manager and registered investment advisor. The firm provides advisory services focused on financial planning, retirement planning, and investment management. It works with high-net-worth individuals, trusts, estates, businesses, and corporate entities across the United States. No recent operational events from the last 24 months are recorded in available sources. Team size and additional offices remain undisclosed. The firm operates without disclosed family-office structure or proprietary vehicles.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
Location
Region
North America
Country
United States
City
Pittsford
Corporate office
Pittsford, United States
Frequently asked questions
Who runs investment decisions at Candace Shira Associates?
No named principals or CIO are disclosed in public sources.
Does Candace Shira Associates participate in fund commitments or only direct deals?
The firm provides investment management services; specific allocation methods are not detailed publicly.
What investment stages does Candace Shira Associates typically target?
No stage preferences are stated in available records.
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