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FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC

MENLO PARK, CA · CRD 310407 · IAPD ↗ · fafc.com · 650-815-7042

$793.8MRegulatory AUM
2Advisory reps
11Employees
0Clients
n/aPlanning clients
17Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC reported RAUM up 54% ($504.6M -> $777.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($335.1M -> $504.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.