Comprehensive Financial Management (CFM) is a multi-family office in Los Gatos, California, established in 1986. It offers investment advisory and asset management services to clients. As of December 31, 2023, its investment portfolio exceeded $16.67 billion, with investments in private equity. Private equity exposure is in buyout fund strategies diversified across Asia, the Middle East, Australia and New Zealand. The firm has made commitments to funds of Asia Alternatives Management and Axiom Asia Private Capital, and the portfolio accepts first-time fund investments.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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