# Candace Shira Associates

Candace Shira Associates is a Bank / Wealth / Trust based in Pittsford, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Pittsford, United States
- **Region:** North America
- **Address:** Pittsford, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** candaceshira.com

## Regulatory record

- **CRD number:** 165984
- **SEC file number:** 801-77488
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-07T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165984

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

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