PPrivate Fund Data Log in Join · $37/mo

Family Cfo Inc

● SEC registered since 2018CRD 127335SEC# 801-112616
Export (members)
Reg. AUM
$244.9M
Employees
4
Accounts
209
Location

Family Cfo Inc assets under management

Family Cfo Inc is a registered investment adviser overseen by the SEC. The firm has been registered since 2018. It reports $244.9 million in regulatory assets under management and employs 4 people.

Family Cfo Inc owners & executives

4 reported
NameTitleOwnershipSince
Annamalai Rajendran ControlChief Executive Officer / Chief Financial Officer / Chief Operations Officer / Chief Legal Officer / Chief Compliance OfficerUnder 5%2007
Rajendran Revocable Family Trust, Ua Dec 1, 2004 ControlShareholderOver 75%2014
Annamalai Rajendran ControlEffective50-75%2004
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Family Cfo Inc manage?

Family Cfo Inc reports $244.9 million in regulatory assets under management on its Form ADV.

How many employees does Family Cfo Inc have?

Family Cfo Inc reports 4 employees.

Does Family Cfo Inc disclose fund performance?

Family Cfo Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone650-218-3551
FaxNO FAX
Office hours8 a.m. To 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$244.9M
Non-discretionary$0
Total (RAUM)$244.9M