Comprehensive Financial Management LLC
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.
Comprehensive Financial Management LLC
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.
General information
Firm type
Multi Family Office
Year founded
1986
AUM
—
Location
Region
North America
Country
—
City
Los Gatos
Corporate office
720 University Avenue, Los Gatos, CA 95032
Frequently asked questions
What is Comprehensive Financial Management LLC?
Comprehensive Financial Management LLC is a multi family office headquartered in Los Gatos.
When was Comprehensive Financial Management LLC founded?
Comprehensive Financial Management LLC was founded in 1986.
Where is Comprehensive Financial Management LLC headquartered?
Comprehensive Financial Management LLC is headquartered in Los Gatos, in the North America region.
What does Altss track for Comprehensive Financial Management LLC?
Altss maintains an OSINT-verified profile of Comprehensive Financial Management LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Comprehensive Financial Management LLC's website?
Comprehensive Financial Management LLC's public website is www.cfmoffice.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Comprehensive Financial Management LLC?
Comprehensive Financial Management LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Comprehensive Financial Management LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Comprehensive Financial Management LLC?
Comprehensive Financial Management LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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