Adviser Profile

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

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

326M 279M 233M 186M 140M 93M 47M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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