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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RICHTER, JOSHUA, MARC | I | CHIEF INVESTMENT OFFICER | NA | |
| RICHTER, JOSHUA, MARC | I | CHIEF INVESTMENT OFFICER | NA | |
| RICHTER, JOSHUA, MARC | I | CHIEF INVESTMENT OFFICER | NA | |
| RICHTER, JOSHUA, MARC | I | CHIEF INVESTMENT OFFICER | NA | |
| RICHTER, JOSHUA, MARC | I | CHIEF INVESTMENT OFFICER | NA | |
| SCHNEIDER, EDWARD, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHNEIDER, EDWARD, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | NA | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | NA | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | NA | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | NA | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | NA | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | NA | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | NA | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | NA | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | NA | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | NA | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | NA | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | NA | |
| YOUNG, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| YOUNG, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| YOUNG, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| YOUNG, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| YOUNG, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| YOUNG, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| YOUNG, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| YOUNG, MICHELLE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| YOUNG, MICHELLE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| YOUNG, MICHELLE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| DENNIS, COVINGTON | I | FOUNDER & CHIEF EXECUTIVE OFFICER | E | Control |
| DENNIS, COVINGTON | I | FOUNDER & CHIEF EXECUTIVE OFFICER | E | Control |
| DENNIS, COVINGTON | I | FOUNDER & CHIEF EXECUTIVE OFFICER | E | Control |
| DENNIS, COVINGTON | I | FOUNDER & CHIEF EXECUTIVE OFFICER | E | Control |
| DENNIS, COVINGTON | I | FOUNDER & CHIEF EXECUTIVE OFFICER | E | Control |
| DENNIS, COVINGTON | I | FOUNDER & CHIEF EXECUTIVE OFFICER | E | Control |
| DENNIS, COVINGTON | I | FOUNDER & CHIEF EXECUTIVE OFFICER | E | Control |
| DENNIS, COVINGTON | I | FOUNDER & CHIEF EXECUTIVE OFFICER | E | Control |
| DENNIS, COVINGTON | I | FOUNDER & CHIEF EXECUTIVE OFFICER | E | Control |
| DENNIS, COVINGTON | I | FOUNDER & CHIEF EXECUTIVE OFFICER | E | Control |
| DENNIS, COVINGTON | I | FOUNDER & CHIEF EXECUTIVE OFFICER | E | Control |
| DENNIS, COVINGTON | I | FOUNDER & CHIEF EXECUTIVE OFFICER | E | Control |
| DENNIS, COVINGTON | I | FOUNDER & CHIEF EXECUTIVE OFFICER | C | Control |
| DENNIS, COVINGTON | I | FOUNDER | C | Control |
| DENNIS, COVINGTON | I | FOUNDER | C | Control |
| DENNIS, COVINGTON | I | FOUNDER | C | Control |
| RICHTER, JOSHUA, MARC | I | CHIEF INVESTMENT OFFICER | C | Control |
| RICHTER, JOSHUA, MARC | I | CHIEF INVESTMENT OFFICER | C | Control |
| RICHTER, JOSHUA, MARC | I | CHIEF INVESTMENT OFFICER | C | Control |
| RICHTER, JOSHUA, MARC | I | CHIEF INVESTMENT OFFICER | C | Control |
| RICHTER, JOSHUA, MARC | I | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | C | Control |
| RICHTER, JOSHUA, MARC | I | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | C | Control |
| RICHTER, JOSHUA, MARC | I | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | C | Control |
| RICHTER, JOSHUA, MARC | I | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | C | Control |
| RICHTER, JOSHUA, MARC | I | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | C | Control |
| RICHTER, JOSHUA, MARC | I | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | C | Control |
| RICHTER, JOSHUA, MARC | I | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | C | Control |
| SCHNEIDER IV, EDWARD, JOHN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, AND MANAGING PARTNER | C | Control |
| SCHNEIDER IV, EDWARD, JOHN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, AND MANAGING PARTNER | C | Control |
| SCHNEIDER IV, EDWARD, JOHN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, AND MANAGING PARTNER | C | Control |
| SCHNEIDER IV, EDWARD, JOHN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, AND MANAGING PARTNER | C | Control |
| SCHNEIDER IV, EDWARD, JOHN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, AND MANAGING PARTNER | C | Control |
| SCHNEIDER IV, EDWARD, JOHN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, AND MANAGING PARTNER | C | Control |
| SCHNEIDER IV, EDWARD, JOHN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, AND MANAGING PARTNER | C | Control |
| SCHNEIDER, EDWARD, JOHN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SCHNEIDER, EDWARD, JOHN | I | CHIEF OPERATING OFFICE / CHIEF COMPLIANCE OFFICER | C | Control |
| SCHNEIDER, EDWARD, JOHN | I | CHIEF OPERATING OFFICE / CHIEF COMPLIANCE OFFICER | C | Control |
| SCHNEIDER, EDWARD, JOHN | I | CHIEF OPERATING OFFICE / CHIEF COMPLIANCE OFFICER | C | Control |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | B | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | B | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | B | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | B | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | B | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | B | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | B | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | B | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | B | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | B | |
| SCHRADER, DAVID | I | MANAGING DIRECTOR | B |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (1)
CA
Address
101 LUCAS VALLEYSUITE 202
SAN RAFAEL, CA 94903
United States
Phone: 415-226-4100