Comprehensive Financial Management LLC

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Comprehensive Financial Management LLC Overview

Type
Multi Family Office
Year Founded

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

Year Founded:

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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