Profile Preview — Altss
Comprehensive Financial Management LLC Background & Overview Overview
Type
Multi - Family Office
Year Founded
1986
General Information
Comprehensive Financial Management LLC is a multi-family office headquartered in Los Gatos. Founded in 1986, the firm grew out of advisory work for Silicon Valley entrepreneurs, including eBay founder Pierre Omidyar and Yahoo co-founder Jerry Yang. It advises a small set of ultra-high-net-worth families on asset allocation, estate planning and philanthropy—deploys discretionary capital across public and private markets.
Contact Information
Website:
Website:
https://www.cfmoffice.com
Year Founded:
1986
Comprehensive Financial Management LLC Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi - Family Office
Comprehensive Financial Management LLC Leadership & Principals
Title:
Email:
Need institutional-grade insight on family offices?
Altss delivers:
- • Live OSINT deal alerts
- • Allocation history by asset class
- • Principals with verified direct contacts
Prefer a guided tour?
We’ll walk you through:
- • Interactive funding timelines
- • Custom mandate & allocation filters