Comprehensive Financial Management LLC
Comprehensive Financial Management LLC is an SEC-registered investment adviser headquartered in Los Gatos, California. Founded in 2012, the firm manages assets primarily for high net worth individuals, as well as charitable organizations and other entities. With about 36 employees, Comprehensive Financial Management provides discretionary asset management and investment advisory services tailored to client needs.
Investment Strategy
Comprehensive Financial Management LLC employs a discretionary investment advisory approach focused on designing and implementing tailored investment portfolios for high-net-worth individuals and select institutions. The firm’s strategy emphasizes diversification across asset classes and sectors, utilizes both fundamental and quantitative analysis, and seeks to address each client’s risk tolerance, time horizon, and financial objectives. Direct equity and ETF investments are a significant part of their portfolios, with active rebalancing and ongoing monitoring based on market conditions and client circumstances.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PYPL | PAYPAL HLDGS INC | 56.22% | $2.02B | 27,119,118 | $108.64 | $74.32 | +$246.0M |
E EBAY | EBAY INC. | 20.84% | $747.1M | 10,034,000 | $36.11 | $74.46 | +$67.5M |
G GLD | SPDR GOLD TR | 10.78% | $386.4M | 1,267,529 | $152.39 | $304.83 | +$21.1M |
Z ZM | ZOOM COMMUNICATIONS INC | 2.55% | $91.3M | 1,171,195 | $68.04 | $77.98 | +$4.9M |
N NU | NU HLDGS LTD | 1.68% | $60.4M | 4,400,282 | $6.53 | $13.72 | +$15.3M |