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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2017
- Office Locations
- 1
Office Locations
About Kuleana Capital Management LLC
Kuleana Capital Management (Free Union, VA) is an investment manager building concentrated, tax-efficient equity SMAs for institutional and individual clients. The firm focuses on stock selection primarily in Business Services, Consumer, and Technology, with transparency into holdings and rationale available 24/7. Kuleana is materially invested alongside clients and may incorporate short-selling as part of a long-term strategy; qualified investors can elect a zero management fee.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TIMOTHY JAMES SCHENK
Managing Member, Portfolio Manager
- CRD
- #6813498
- Ownership
- 75% or more
Amanda Leigh Robinson
--
- CRD
- --
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,621,712 | -- |
| Non-Discretionary | $0 | -- |
| Total | $82,621,712 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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