Ohana Advisors Management, Llc
- Regulatory AUM
- $2.8B
- Discretionary
- $1.7B
- Clients
- 22
- Avg AUM / client
- $126M
- Accounts
- 22
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 21 | $2.7B | 96.1% |
| Pooled investment vehicles (non-investment companies) | 1 | $107M | 3.86% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $1.4K combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ohana Advisors Investments Llc | Private Equity Fund | Delaware | $1.4K | 10 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Schrader, David | Managing Director | Mar 2012 (14y) | 10% – 25% | |
| Richter, Joshua, Marc | Chief Investment Officer And Managing Partner | Jan 2016 (11y) | 25% – 50% | |
| Schneider Iv, Edward, John | Chief Operating Officer, Chief Compliance Officer, And Managing Partner | Jan 2018 (9y) | 25% – 50% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $1.4K gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ohana Advisors Investments Llc | Private Equity Fund | $1.4K | $0 | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/22/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 22, 2026.
View current Form ADV (SEC/IAPD) ↗