Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Comprehensive Financial Management


Comprehensive Financial Management is an investment advisor based at Los Gatos, California. Founded in 2000, the firm provides investment advisory and asset management services to clients. The management board is responsible for the administration of the firm.

Investor Status
Actively Seeking New Investments
Year Founded
Primary Investor Type
Venture Capital
Other Investor Types
Limited Partner
Primary Office
  • 720 University Avenue
  • Suite 200
  • Los Gatos, CA 95032
  • United States

+1 (408) 000-0000

Comprehensive Financial Management Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
0000000000 0000000 02-Sep-2008 00000 00000 00.000 Application Software Profitable
To view this investor’s complete investment and acquisition history, request access »
Request full access to PitchBook

You’re viewing a free company profile from the PitchBook Platform. To explore Comprehensive Financial Management’s full profile, request a free trial.

Comprehensive Financial Management Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
0000000000 0000000 01-Jan-2016 000000000000000000 Completed
To view this investor’s complete exits history, request access »

Comprehensive Financial Management Team (6)

Name Title Deals Funds Boards Office Contact
Matt Stepan Principal, Investments Los Gatos, CA
Timothy Sarhatt Chief Compliance Officer Los Gatos, CA
Michael Mohr Managing Member 0 Los Gatos, CA
Rob Cain Portfolio Manager Los Gatos, CA
Jeffrey Alvord Managing Director Los Gatos, CA

1 Former Team Member

You’re viewing 5 of 6 team members. Get the full list »