Asset Management Group Of Bank Of Hawaii

RIASEC RegisteredEst. 2001
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$52.3M
Accounts
24
Employees
34
Advisory reps
2

Firm details

Headquarters
Honolulu, Hawaii
CRD number
112324
Registered since
April 20, 2001
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

FINTRX

Overview

Asset Management Group Of Bank Of Hawaii functions as the institutional investment arm associated with Bank of Hawaii. Registered with the SEC since 2001, the group serves institutional clients and provides portfolio management for investment companies and for businesses or other institutions. Its advisory fees are charged as a percentage of assets under management and its activities are reported under bank-related business lines and affiliations with banking and insurance industry entities. The group is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and operates without a multi-state adviser designation. Its mandate and client mix are institutionally focused rather than retail or family-office driven.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 63%, Cash & Cash Equivalents 37%63%
  • US Government Bonds63%
  • Cash & Cash Equivalents37%

Owners & executives

1 of 1
  • Roger Khlopin

    Roger Khlopin

    Chief Investment OfficerCRD 2073429

Contacts

1 of 1
  • Catherine Fujisaki

    Catherine Fujisaki

    Registered RepresentativeCRD 1513674

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 75

Active vs passive

$1.5B in ETFs

Passive

97%

$1.4B

Active

<1%

$40.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)VanguardPassiveForeign Large Blend$169M2,371,39111.36%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth