$30.7M Total AUM
$30.7M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-31-2025
- Office Locations
- 1
Office Locations
-- Highlands Ranch CO
About Hoku Partners LLC
Hoku Partners LLC is a Highlands Ranch-based RIA. The firm has been operating for 0 years. Managing $30.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Northern Trust. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
40 AVG AGE
$30.7M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Wave legacy Pathway
Client Personas
Oak pioneer
Investment Themes
Glacier ridge Horizon Focus harbor
Investment Vehicles
Oak legacy
Services
Vertex pathway Optima momentum Vital radial Momentum Meridian Delta
Owner & Executives
S
SPENCER DAVIS SCHOMER
Chief Compliance Officer, Managing Member
- CRD
- #5403816
- Ownership
- 75% or more
(751) 870-1340
wave.pioneer@capitalcapital.com
in linkedin.com/in/wave-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,731,053 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,731,053 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,731,053
Equity - Exchange:
29.5% Private Funds:
70.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,411,651,833 | 29.5% |
| Private Funds | $3,373,608,618 | 70.5% |
| Total | $4,785,260,451 | 100.0% |