OHANA ADVISORS MANAGEMENT, LLC
Legal name: OHANA ADVISORS
CRD #158515 SEC #801-75431 SAN RAFAEL, CA 415-226-4100
SEC Registered Private Funds
Total AUM
$2.6B
Discretionary
$1.7B
Employees
12
Clients
25
Accounts
20
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.6B | $1.7B | $958.5M | 12 | 0 |
| May 2024 | $2.1B | $1.3B | $872M | 12 | 0 |
| Feb 2024 | $2.1B | $1.3B | $872M | 12 | 0 |
| Mar 2023 | $1.6B | $1.2B | $453.2M | 10 | 0 |
| Jul 2022 | $1.7B | $1.3B | $492.3M | 11 | 0 |
| Mar 2022 | $1.7B | $1.3B | $492.3M | 11 | 0 |
| Feb 2021 | $1.3B | $946.1M | $327.9M | 11 | 0 |
| Jun 2020 | $951.8M | $695M | $256.8M | 10 | 0 |
| Mar 2020 | $951.8M | $695M | $256.8M | 10 | 0 |
| Mar 2019 | $862.8M | $305.7M | $557.1M | 10 | 0 |
| Mar 2018 | $789.3M | $64.5M | $724.8M | 10 | 0 |
| Jan 2018 | $683.3M | $4.9M | $678.4M | 10 | 0 |
| Mar 2017 | $683.3M | $4.9M | $678.4M | 10 | 11 |
| Sep 2016 | $725.1M | $4.3M | $720.8M | 11 | 11 |
| Mar 2016 | $725.1M | $4.3M | $720.8M | 11 | 11 |
| Mar 2015 | $830.3M | $4.3M | $826.1M | 10 | 11 |
| Dec 2014 | $820.6M | $4.3M | $816.4M | 10 | 11 |
| Apr 2014 | $842.3M | $0 | $842.3M | 9 | 11 |
| Apr 2013 | $784.7M | $0 | $784.7M | 8 | 11 |
| Apr 2013 | $784.7M | $0 | $784.7M | 8 | 11 |
| Aug 2012 | $864.3M | $0 | $864.3M | -- | 11 |
| Mar 2012 | $864.3M | $0 | $864.3M | -- | 11 |
DateMar 2025
Total AUM$2.6B
Discretionary$1.7B
Non-Disc.$958.5M
Employees12
Clients0
DateMay 2024
Total AUM$2.1B
Discretionary$1.3B
Non-Disc.$872M
Employees12
Clients0
DateFeb 2024
Total AUM$2.1B
Discretionary$1.3B
Non-Disc.$872M
Employees12
Clients0
DateMar 2023
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$453.2M
Employees10
Clients0
DateJul 2022
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$492.3M
Employees11
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$492.3M
Employees11
Clients0
DateFeb 2021
Total AUM$1.3B
Discretionary$946.1M
Non-Disc.$327.9M
Employees11
Clients0
DateJun 2020
Total AUM$951.8M
Discretionary$695M
Non-Disc.$256.8M
Employees10
Clients0
DateMar 2020
Total AUM$951.8M
Discretionary$695M
Non-Disc.$256.8M
Employees10
Clients0
DateMar 2019
Total AUM$862.8M
Discretionary$305.7M
Non-Disc.$557.1M
Employees10
Clients0
DateMar 2018
Total AUM$789.3M
Discretionary$64.5M
Non-Disc.$724.8M
Employees10
Clients0
DateJan 2018
Total AUM$683.3M
Discretionary$4.9M
Non-Disc.$678.4M
Employees10
Clients0
DateMar 2017
Total AUM$683.3M
Discretionary$4.9M
Non-Disc.$678.4M
Employees10
Clients11
DateSep 2016
Total AUM$725.1M
Discretionary$4.3M
Non-Disc.$720.8M
Employees11
Clients11
DateMar 2016
Total AUM$725.1M
Discretionary$4.3M
Non-Disc.$720.8M
Employees11
Clients11
DateMar 2015
Total AUM$830.3M
Discretionary$4.3M
Non-Disc.$826.1M
Employees10
Clients11
DateDec 2014
Total AUM$820.6M
Discretionary$4.3M
Non-Disc.$816.4M
Employees10
Clients11
DateApr 2014
Total AUM$842.3M
Discretionary$0
Non-Disc.$842.3M
Employees9
Clients11
DateApr 2013
Total AUM$784.7M
Discretionary$0
Non-Disc.$784.7M
Employees8
Clients11
DateApr 2013
Total AUM$784.7M
Discretionary$0
Non-Disc.$784.7M
Employees8
Clients11
DateAug 2012
Total AUM$864.3M
Discretionary$0
Non-Disc.$864.3M
Employees--
Clients11
DateMar 2012
Total AUM$864.3M
Discretionary$0
Non-Disc.$864.3M
Employees--
Clients11