# OHANA ADVISORS MANAGEMENT, LLC

OHANA ADVISORS MANAGEMENT, LLC of SAN RAFAEL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 158515
- Type: SEC-registered investment adviser
- SEC file number: 801-75431
- Location: 101 LUCAS VALLEY, SUITE 202, SAN RAFAEL, CA, 94903
- Phone: 415-226-4100
- Latest filing: 2026-05-22
- Regulatory AUM: $2.8B
- Discretionary AUM: $1.7B
- Non-discretionary AUM: $1.1B
- Clients: 13
- Accounts: 22

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities, Investment cos

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| [David Schrader](https://search.stillhousedata.com/person/432135) | MANAGING DIRECTOR | Calgary, A0 |
| [Joshua Marc Richter](https://search.stillhousedata.com/person/701839) | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | — |
| [Edward John Schneider Iv](https://search.stillhousedata.com/person/701840) | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, AND MANAGING PARTNER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| [SCHNEIDER NICHOLAS JOHN](https://search.stillhousedata.com/person/748875) | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICE / CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, AND MANAGING PARTNER | — |
| [YOUNG LISA MICHELLE](https://search.stillhousedata.com/person/771321) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| [DENNIS COVINGTON](https://search.stillhousedata.com/person/827602) | FOUNDER; FOUNDER & CHIEF EXECUTIVE OFFICER | — |
| [SCHRADER DAVID](https://search.stillhousedata.com/person/827603) | MANAGING DIRECTOR | — |
| [RICHTER JOSHUA MARC](https://search.stillhousedata.com/person/837933) | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | — |
| [Christina Gabbriell De Marchi](https://search.stillhousedata.com/person/1571817) | MANAGING DIRECTOR | — |
| [Hayley Linnea Gilbert](https://search.stillhousedata.com/person/1571818) | MANAGING DIRECTOR | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| OHANA ADVISORS INVESTMENTS LLC | Private Equity Fund | Delaware | 10 | $3.6M | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| SAN FRANCISCO | CA | 3 | 415-226-4100 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158515/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158515/similar
- Related entities: https://search.stillhousedata.com/firm/158515/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158515

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.