Comprehensive Financial Management LLC

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Comprehensive Financial Management LLC 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:
https://www.cfmoffice.com

Year Founded:
1986

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
720 University Avenue, Los Gatos, CA 95032

Portfolio & Notable Allocations


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