Ohana Advisors

Asset Manager SEC-registered adviser

Legal name: Ohana Advisors Management, LLC

San Rafael, CA Website

AUM

$2.8B
Regulatory AUM

Private funds

1
Private Equity 1

Private fund assets

$3.6M
Gross asset value

Employees

13

Last Form D raise

—

From SEC Form ADV filing (filed May 22, 2026). View on SEC

People(5)

Owners and executive officers named on the firm's SEC Form ADV.

E
Managing Partner and Chief Compliance Officer
J
Chief Investment Officer and Managing Partner

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Ohana Advisors Investments LLCPrivate Equity$3.6M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
158515
SEC file number
801-75431

Sources