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Kobo Wealth Conservancy, LLC

CRD 143654SEC# 801-70128Honolulu, HI
Export (members)
No longer SEC-registered. Kobo Wealth Conservancy, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$155.4M
Employees
3
Accounts
292
Location
Honolulu, HI

Kobo Wealth Conservancy, LLC assets under management

Kobo Wealth Conservancy, LLC operates as an SEC-registered investment adviser based in Honolulu, HI. It reports $155.4 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Kobo Wealth Conservancy, LLC owners & executives

3 reported
NameTitleOwnershipSince
Cristopher Jon Borden ControlManager / Chief Compliance OfficerUnder 5%2007
Kobo, LLC ControlOwnerOver 75%2008
Cristopher Jon Borden ControlManaging Member50-75%2008

Frequently asked questions

How much does Kobo Wealth Conservancy, LLC manage?

Kobo Wealth Conservancy, LLC reports $155.4 million in regulatory assets under management on its Form ADV.

How many employees does Kobo Wealth Conservancy, LLC have?

Kobo Wealth Conservancy, LLC reports 3 employees.

Where is Kobo Wealth Conservancy, LLC located?

Kobo Wealth Conservancy, LLC is based in Honolulu, HI.

Does Kobo Wealth Conservancy, LLC disclose fund performance?

Kobo Wealth Conservancy, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1003 Bishop Street Suite 1820, Honolulu, HI 96813
Office hours9:00 a.m. To 4:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$121.2M
Non-discretionary$34.2M
Total (RAUM)$155.4M