SEC Form ADV

OHANA ADVISORS

Registered Investment AdviserCAPrivate Equity
$2.8B
Assets Under Management
22
Total Clients
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Registration Details

Accession
CRD-158515
Location
SAN RAFAEL, CA
Filing Date
May 22, 2026
AUM
$2.8B
Total Clients
22
Amendment
No

Investment Strategies

Private Equity

About this Adviser

OHANA ADVISORS is a registered investment adviser headquartered in SAN RAFAEL, CA, managing approximately $2.8B in assets across 22 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.