ASSET MANAGEMENT GROUP OF BANK OF HAWAII
Firm details
- Headquarters
- HONOLULU, Hawaii
- CRD number
- 112324
- Registered since
- April 20, 2001
- Website
- www.boh.com
- Custodians
- TRUST SERVICES
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies52.46%
- Other34.33%
- State / Municipal Government13.21%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Asset Management Group Of Bank Of Hawaii is the in-house asset management arm affiliated with Bank of Hawaii, operating primarily as a bank-affiliated institutional advisor. It charges fees as a percentage of assets under management and provides portfolio management services to investment companies and to businesses or institutional clients. The adviser has been SEC-registered since 2001, does not market itself as an ESG investor, is not a capital allocator or pension consultant, and reports an institutional client base. Industry affiliations include banking/thrift and insurance company relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds63%
- Cash & Cash Equivalents37%
Owners & executives
1 of 1ROGER KHLOPIN
Chief Investment OfficerCRD 2073429
Contacts
1 of 1CATHERINE FUJISAKI
Registered RepresentativeCRD 1513674
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$1.4B in ETFs
97%
$1.4B
<1%
$38.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $197M | 3,067,085 | 13.82% |
Location
HONOLULU, HI
HONOLULU
Location
HONOLULU, HI
Headquartered in HONOLULU, HI, in the West of the United States.
- Region
- West
- County
- HONOLULU
- Address
- 111 S King St
- Time zone
- HT (UTC-10)
- Office locations
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