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Candide Group
Candide Group began in 2019 when Morgan Simon and Aner Ben-Ami established the multi-family office in Oakland. The firm serves families and foundations that...
Candide Group
Candide Group began in 2019 when Morgan Simon and Aner Ben-Ami established the multi-family office in Oakland. The firm serves families and foundations that direct capital toward social and environmental justice. Its primary client relationship traces to Regan Pritzker through the Libra Foundation. The office allocates across private credit, equity, and real assets. It executes direct co-investments, SPVs, fund commitments, and mission-related investments. Confirmed holdings include the Olamina Fund, Afterglow Climate Justice Fund, PSE Mixed-Use Property in Atlanta, Groundcover Community-Owned Building in Atlanta, Port of Africatown Business Center in Mobile, and Historic Clayborn Temple in Memphis. Deployment covers early-stage and growth rounds in North America, Africa, and South America. The team includes George Ashton III as CEO alongside investment and operations professionals. Additional vehicles tied to the same capital base are the Kataly Foundation and Transform Finance. No operational events from the last 24 months appear in public records. Candide Group maintains membership in the New Economy Coalition and Toniic. These networks supply deal flow and co-investor relationships that sit outside standard venture or private equity channels.
General information
Firm type
Multi Family Office
Year founded
2011
Location
Region
North America
Country
United States
City
Oakland
Corporate office
Oakland, CA, United States
Principals
Morgan Simon
Founding Partner and Chief Compliance Officer
Altss tracks 3 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Candide Group?
Morgan Simon serves as Founding Partner and Chief Compliance Officer. Aner Ben-Ami serves as Founding Partner and Chief Investment Officer. George Ashton III serves as CEO and Partner.
How does Candide Group source proprietary deal flow?
The firm draws flow through membership in the New Economy Coalition and Toniic. It also receives inbound opportunities from fund managers and entrepreneurs aligned with community resilience themes.
Is Candide Group structured as a single family office or does it operate more like a venture firm?
Candide Group operates as a multi-family office. It serves multiple families and foundations while executing direct co-investments, SPVs, and fund commitments.
Does Candide Group participate in fund commitments or only direct deals?
The firm uses both approaches. It commits to funds and also structures direct co-investments and SPVs.
What investment stages does Candide Group typically target?
The firm focuses on early-stage seed and start-up rounds as well as growth and expansion rounds.
Where does the underlying wealth come from?
Assets under management derive largely from the Pritzker hospitality fortune through the Libra Foundation and other progressive family endowments.
Does Candide Group maintain philanthropic structures, and how are they separated?
The firm works with the Kataly Foundation and the Libra Foundation. These entities sit alongside but separate from the investment advisory mandate.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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