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 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
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 1
Roger Khlopin
Chief Investment OfficerCRD 2073429
Contacts
1 of 1
Catherine Fujisaki
Registered RepresentativeCRD 1513674
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$1.5B in ETFs
97%
$1.4B
<1%
$40.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $169M | 2,371,391 | 11.36% |
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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