KUKUI TREE CAPITAL MANAGEMENT LLC

RIASEC Registered
Total AUM
$82.8M
Discretionary
$69.4M
84% of AUM
Avg account
$1.1M
Accounts
73
Employees
2
Advisory reps
1

Firm details

Headquarters
PALO ALTO, California
CRD number
330374
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI98.04%
  • Individuals1.96%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Kukui Tree Capital Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individuals and families on a fee-for-assets-under-management basis. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selection-of-other-advisers services, and describes itself as a capital allocator that uses external managers. It does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 53%, Private Funds 20%, Public Funds/Mutual Funds 10%, Investment Grade Corp Bonds 7%, Non-Investment Grade Corp Bonds 7%, US Government Bonds 1%, State & Local Bonds 1%, Cash & Cash Equivalents 1%53%
  • Exchange Traded Equities53%
  • Private Funds20%
  • Public Funds/Mutual Funds10%
  • Investment Grade Corp Bonds7%
  • Non-Investment Grade Corp Bonds7%

Contacts

1 of 1
  • WARREN JACKSON

    President & Senior AdvisorCRD 5282788

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
2625 Middlefield Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth