| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ohana Advisors Investments LLC | Private Equity | $1.2M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| David Schrader | Managing Director | 10-25% | 2012 |
| Edward John Schneider IV Control | Chief Operating Officer, Chief Compliance Officer, And Managing Partner | 25-50% | 2018 |
| Joshua Marc Richter Control | Chief Investment Officer And Managing Partner | 25-50% | 2016 |
Ohana Advisors Management, LLC reports $2.6 billion in regulatory assets under management on its Form ADV.
Ohana Advisors Management, LLC manages 1 private funds with combined gross assets of $1.2 million.
Ohana Advisors Management, LLC reports 12 employees.
Ohana Advisors Management, LLC is based in San Rafael, CA and has been SEC-registered since 2012.
Ohana Advisors Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 101 Lucas Valley, Suite 202, San Rafael, CA 94903 |
| Phone | 415-226-4100 |
| Fax | 415-479-4481 |
| Office hours | 8:00 A.M - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.66B |
| Non-discretionary | $958.5M |
| Total (RAUM) | $2.62B |