MAUNA KEA CAPITAL LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
333755

Firm profile

FINTRX

Overview

Mauna Kea Capital LLC operates primarily as a sponsor and general partner for pooled investment vehicles, with its investment activity concentrated in a single private equity fund. The firm does not report traditional advisory client accounts; instead, capital is pooled through its fund structure and managed by the firm in its GP role. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser. As a sponsor/GP, Mauna Kea Capital LLC’s responsibilities center on deal sourcing, due diligence, transaction execution and ongoing portfolio oversight for the private equity vehicle it manages. That positioning suggests a focus on direct private-market equity allocations and the governance and value-creation activities typical of small private equity managers, rather than retail advisory work or large-scale institutional advisory mandates.

Assets & Accounts

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

Contacts

1 of 1
  • YUTING LIU

    CRD 6513061

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
895 Dove St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth