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- Custodian
- Charles Schwab & Company · Interactive Brokers · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Vector bridge
- Established Date
- 05-26-2022
- Office Locations
- 1
Office Locations
About Neokai Capital
Neokai Capital is a Honolulu-based fiduciary advisory firm providing personalized financial planning, portfolio management, and investor education for individuals and families pursuing goals like retirement, home purchase, and legacy planning. Investment work emphasizes asset allocation and risk management using publicly traded funds. The team supports Hawaii’s AKAMAI Foundation with mentoring and training for underserved finance students.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Jordan Richard Baird
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #7508573
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Olivia Nha Tien Uong
--
- CRD
- #6212818
Kera Emiko Wong-Miyasato
Financial Advisor
- CRD
- #6690223
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,410,868 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,410,868 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,410,868
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,061,468,201 | 19.5% |
| Cash | $1,518,716,042 | 27.9% |
| Derivatives | $1,192,110,441 | 21.9% |
| Equity - Exchange | $1,671,131,989 | 30.7% |
| Total | $5,443,426,673 | 100.0% |