Multi-Family OfficeRIA · CRD 286086SEC-Registered

Updated:

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 logo

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, Groundcover Community-Owned Building in Atlanta 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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Sector focus

ClimateTechEnergy Transition & RenewablesPropTechAgriTech & FoodTechFinTechDigital HealthMedia & EntertainmentHealthcare ServicesEdTech

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.

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.

Profile maintained by 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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