OHANA ADVISORS MANAGEMENT, LLC of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 158515). Regulatory assets under management: $2.8B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| David Schrader | MANAGING DIRECTOR | Calgary, A0 |
| Joshua Marc Richter | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | — |
| Edward John Schneider Iv | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, AND MANAGING PARTNER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| SCHNEIDER NICHOLAS JOHN | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICE / CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, AND MANAGING PARTNER | — |
| YOUNG LISA MICHELLE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| DENNIS COVINGTON | FOUNDER; FOUNDER & CHIEF EXECUTIVE OFFICER | — |
| SCHRADER DAVID | MANAGING DIRECTOR | — |
| RICHTER JOSHUA MARC | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | — |
| Christina Gabbriell De Marchi | MANAGING DIRECTOR | — |
| Hayley Linnea Gilbert | MANAGING DIRECTOR | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| OHANA ADVISORS INVESTMENTS LLC | Private Equity Fund | Delaware | 10 | $3.6M | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SAN FRANCISCO | CA | 3 | 415-226-4100 |