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Kukui Tree Capital Management LLC

CRD 330374SEC# 801-136833Palo Alto, CA
Export (members)
No longer SEC-registered. Kukui Tree Capital Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$105.2M
Employees
2
Accounts
100
Location
Palo Alto, CA

Kukui Tree Capital Management LLC assets under management

Kukui Tree Capital Management LLC operates as an SEC-registered investment adviser based in Palo Alto, CA. It reports $105.2 million in regulatory assets under management and employs 2 people.

Kukui Tree Capital Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Warren Gerald Jackson ControlPresident, Founder And Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Kukui Tree Capital Management LLC manage?

Kukui Tree Capital Management LLC reports $105.2 million in regulatory assets under management on its Form ADV.

How many employees does Kukui Tree Capital Management LLC have?

Kukui Tree Capital Management LLC reports 2 employees.

Where is Kukui Tree Capital Management LLC located?

Kukui Tree Capital Management LLC is based in Palo Alto, CA.

Does Kukui Tree Capital Management LLC disclose fund performance?

Kukui Tree Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2625 Middlefield Rd, Suite 476, Palo Alto, CA 94306
Office hoursBy Appointment
Discloses disciplinary historyNo

Assets under management

Discretionary$89.2M
Non-discretionary$16M
Total (RAUM)$105.2M