KUKUI TREE CAPITAL MANAGEMENT LLC

KUKUI TREE CAPITAL MANAGEMENT LLC of PALO ALTO, CA is an SEC-registered investment adviser (CRD 330374). Regulatory assets under management: $105.2M.

Registration

• CRD: 330374
• SEC file number: 801-136833
• Type: Registered investment adviser
• Location: 2625 MIDDLEFIELD RD, SUITE 476, PALO ALTO, CA, 94306
• Phone: 650-434-0488
• Latest filing: 2026-06-25
• Regulatory AUM: $105.2M
• Discretionary AUM: $89.2M
• Non-discretionary AUM: $16.0M
• Clients: 2
• Accounts: 100

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 330374 on SEC IAPD (source of record)
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