| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 02/17/2000 |
| ADV Location | HONOLULU, HI, United States |
| Contact Info | 808 xxxxxxx |
| AUM* | 166,458,015 -8% |
| of that, discretionary | 166,458,015 -8% |
| Number of Employees | 8 -33% |
| of those in investment advisory functions | 2 -60% |
| Private Fund GAV* | 0 |
| Avg Account Size | 166,458,015 -8% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds