Shalom Global Capital Group LLC

Shalom Global Capital Group LLC is an investment advisory firm established in 2020 and based in San Jose, CA. The firm is wholly owned by Isabella Tsai, who serves as the Managing Member and Chief Compliance Officer. Shalom Global Capital Group LLC offers comprehensive portfolio management services, including asset management and financial planning, tailored to meet clients' financial goals and risk tolerance. The firm acts as a fiduciary, always prioritizing clients' best interests. Clients are required to have a minimum account balance of $10,000,000 for the Family Office service, although exceptions may be made on a case-by-case basis. The firm manages $32,564,385 on a discretionary basis and $53,885 on a non-discretionary basis, totaling $32,618,270 in assets under management as of December 31, 2024. Shalom Global Capital Group LLC charges a maximum annual fee of 2.00% for its Comprehensive Portfolio Management service, billed quarterly in advance based on the account value. The firm does not engage in performance-based fees, and clients have investment discretion over their accounts. Shalom Global Capital Group LLC recommends the use of Charles Schwab & Co., Inc. as a custodian and broker, providing access to a wide range of investment products and services. The firm does not receive soft dollars in excess of what is allowed by regulations and does not pay referral fees. Isabella Tsai, the firm's Managing Member, has a Bachelor of Science in Finance and holds various securities licenses. As a fiduciary, Shalom Global Capital Group LLC prioritizes transparency, client communication, and acting in the best interests of its clients. Clients can contact the Chief Compliance Officer for a copy of the firm's Code of Ethics or with any questions about their investments.