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Multi Family OfficePuts its own capital into companiesLAST VERIFIED Jun 2026 · 1 SOURCES

Comprehensive Financial Management

Multi family office in Los Gatos, United States, founded 1986; estimated AUM $17.9B; focus on software, fintech and food & agriculture.

USEFUL FOR Co-investors

Identity

HEADQUARTERS
Los Gatos, United States
FOUNDED
1986
AUM
~$17.9B (2026, press estimate)

Investment approach

SECTORS
Software & SaaSFintechFood & Agriculture
ROUTES
Companies (own capital)

Overview

This multi family office is based in Los Gatos, United States; it was founded in 1986. Its assets under management are estimated at $17.9B (2026); listed sector interests include software, fintech and food & agriculture. It invests directly in companies; 4 people are named on its team.

People

  • Michael G. Mohr
    Founder, Manager & Member · source
  • Stanley Lozinski
    Founder and Managing Partner · source
  • Gregory R. Hardester
    Managing Member · source
  • Jeffrey R. Alvord
    Managing Member · source

Frequently asked questions

Comprehensive Financial Management is a multi family office based in Los Gatos, the United States, founded in 1986.

Comprehensive Financial Management invests its own capital into companies.

Comprehensive Financial Management invests in Software & SaaS, Fintech and Food & Agriculture.

Key people at Comprehensive Financial Management include Michael G. Mohr (Founder, Manager & Member), Stanley Lozinski (Founder and Managing Partner), Gregory R. Hardester (Managing Member) and Jeffrey R. Alvord (Managing Member).