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- Custodian
- Fidelity/NFS · Goldman Sachs · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Unison deltaFusion
- Established Date
- 03-01-2012
- Office Locations
- 1
Office Locations
About Ohana Advisors
Ohana Advisors is a boutique, independent multi-family office in San Rafael, CA advising ultra-high net worth families for 25+ years. The team builds diversified, actively managed multi-asset portfolios with institutional-grade diligence, blending outside managers with select direct investments. Services also include tax and estate planning, family office administration (bill pay and aircraft accounting), and philanthropy via donor-advised funds and foundations.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSHUA MARC RICHTER
Advisor, Chief Investment Officer, Managing Partner
- CRD
- --
- Ownership
- 25% but less than 50%
EDWARD JOHN SCHNEIDER IV
Chief Compliance Officer, CHIEF OPERATING OFFICER, Managing Partner
- CRD
- --
- Ownership
- 25% but less than 50%
Harbor wave
Pioneer pioneer eagle
- CRD
- #12513
- Ownership
- 41.5%
Showing 2 of 5 owners & executives
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Hayley Gilbert
Partner and Managing Director
- CRD
- --
JOSHUA MARC RICHTER
Advisor, Chief Investment Officer, Managing Partner
- CRD
- --
Peak quantum
Meridian momentum
- CRD
- #95500
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,705,276,318 | $121,805,451 |
| Non-Discretionary | $1,073,269,872 | $134,158,734 |
| Total | $2,778,546,190 | $126,297,554 |
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Separately Managed Accounts
Total SMA Asset: $2,671,165,922
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,387,906,617 | 17.1% |
| Cash | $600,614,559 | 7.4% |
| Other | $1,371,673,791 | 16.9% |
| Equity - Exchange | $1,103,832,163 | 13.6% |
| Public Funds | $1,079,482,924 | 13.3% |
| Municipal Bonds | $1,907,357,046 | 23.5% |
| U.S. Government/Agency | $665,545,863 | 8.2% |
| Total | $8,116,412,963 | 100.0% |