# Candide Group

Candide Group is a Multi Family Office based in Oakland, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Oakland, United States
- **Region:** North America
- **Address:** Oakland, CA, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed (Altss estimate)
- **Website:** candidegroup.com
- **LinkedIn:** https://www.linkedin.com/company/candidegroup

## Regulatory record

- **CRD number:** 286086
- **SEC file number:** 801-118939
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286086

## About

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.

## Sectors

- ClimateTech
- Energy Transition & Renewables
- PropTech
- AgriTech & FoodTech
- FinTech
- Digital Health
- Media & Entertainment
- Healthcare Services
- EdTech

## People

- Morgan Simon — Founding Partner and Chief Compliance Officer

## 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.

## Related profiles

- [Winfield Global Capital](https://altss.com/profile/winfield-global-capital-wgc)
- [Taiba Investimentos](https://altss.com/profile/taiba-investimentos)

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Last updated: 2026-07-08T18:26:59.477Z

Canonical page: https://altss.com/profile/candide-group

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