| As of Date | 02/26/2026 |
| Registration | SEC, Approved, 06/21/2024 |
|
|
|
| Former registrations | |
| ADV Location | HONOLULU, HI, United States |
| Contact Info | 808 xxxxxxx |
| Websites |
| AUM* | 145,564,094 26% |
| of that, discretionary | 145,564,094 26% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 55,426,309 23% |
| Avg Account Size | 1,797,088 18% |
| % High Net Worth | 86.96% 1% |
| SMA’s | No |
| Private Funds | 1 |
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |