LP Profile

Ohana Advisors

Also known as Ohana

Multi Family Office (MFO)San Rafael, United StatesFounded 1993
$2.0B
Assets Under Management
San Rafael
Headquarters
Investment Focus

About Ohana Advisors

Ohana Advisors is a multi-family office based in San Rafael, California. We are a multi-family office working with ultra-high net worth families. Significant experience in fundamental direct investing across asset classes including public equity, credit, and venture capital as well as alternative manager selection.

Preferred Investment Types

BuyoutDistressed DebtPrivate EquityGrowth/ExpansionHedge FundInfrastructure - GeneralReal Assets & Natural Resources - GeneralReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later StagePrivate Credit

Preferred Sectors & Themes

Legal & Tax ServicesCapital MarketsWealth & Estate PlanningTrust ManagementMulti-Asset InvestingInvestment ManagementCredit MarketsDiversified Finance Consulting FinanceFinancial ServicesTraditional Investments (Liquid Assets)

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Ohana Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.8B
Total Clients
22
Filing Date
May 22, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Ohana Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Ohana Advisors?

Ohana Advisors is a multi family office (mfo) based in San Rafael, United States, managing approximately $2.0B in assets.

Where is Ohana Advisors headquartered?

Ohana Advisors is headquartered in San Rafael, United States.

How much does Ohana Advisors manage?

Ohana Advisors manages approximately $2.0B in assets under management.

When was Ohana Advisors founded?

Ohana Advisors was founded in 1993.

What does Ohana Advisors invest in?

Ohana Advisors focuses on Buyout, Distressed Debt, Private Equity, Growth/Expansion, Hedge Fund, Infrastructure - General, Real Assets & Natural Resources - General, Real Estate - General.

How can I contact Ohana Advisors?

Verified contact details, key decision-makers, and investment preferences for Ohana Advisors are available on LPbacked. Create a free account to access them.