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| Happy Holidays!! thanks for using AUM13F!! |
| Ohana Advisors Management LLC
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|---|---|
| CRD # | 158515 |
| SEC # | 801-75431 |
| CIK # | |
| AUM | $2.6 B (2025-03-18) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Phone | 415-226-4100 |
| Address | 101 Lucas Valley San Rafael, CA 94903 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Ohana Advisors Investments LLC | 2022-07-19 | 1.2 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 19 | 2.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 20 | 2.6 |
| By Discretionary | ||
| Discretionary | 12 | 1.7 |
| Non-Discretionary | 8 | 1.0 |
| Total | 20 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 20 | 2.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SYON Capital LLC
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|
CA | 2.9 |
|
Johnson Financial Group LLC
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|
CO | 2.7 |
|
Sentry LLC
✚
|
TN | 2.7 |
|
Hollencrest Capital Management LLC
✚
|
CA | 2.7 |
|
Cordoba Advisory Partners LLC
✚
|
NY | 2.6 |
|
New Republic Capital LLC
✚
|
NC | 2.5 |
|
Strategies Wealth Advisors LLC
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|
MI | 2.4 |
|
Callan Capital LLC
✚
|
CA | 2.3 |
|
S & Co Inc
✚
|
MA | 2.3 |
|
Breed's Hill Capital LLC
✚
|
MA | 2.2 |