LAULIMA FAMILY OFFICES, LLC
CRD #160516 SEC #801-73912 HONOLULU, HI 808-394-8120
SEC Registered
Total AUM
$307.1M
Discretionary
$307.1M
Employees
5
Clients
11
Accounts
230
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Hawaii
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 16, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NIEBLING, SANDRA, CHUN LIN NG | I | CCO | NA | |
| RACHLIN, THEODORE, M (MIO) | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RACHLIN, THEODORE, M (MIO) | I | MANAGING MEMBER | E | Control |
| RACHLIN, THEODORE, M (MIO) | I | MANAGING MEMBER / CCO | E | Control |
| RACHLIN, THEODORE, M (MIO) | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RACHLIN, THEODORE, M (MIO) | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RACHLIN, THEODORE, M (MIO) | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RACHLIN, THEODORE, M (MIO) | I | MANAGING MEMBER / CCO | E | Control |
| RACHLIN, THEODORE, M (MIO) | I | MANAGING MEMBER / CCO | E | Control |
Registrations
Federal
IA
Mar 16, 2017 REGISTERED
Notice Filings (1)
HI
Address
1003 BISHOP ST.STE. 1200
HONOLULU, HI 96813
United States
Phone: 808-394-8120