Aumakua Capital Management LLC

Overview

Aumakua Capital Management LLC is a small, privately owned investment advisory firm that provides discretionary and non-discretionary portfolio management to individuals, families, pooled investment vehicles and institutional clients. The firm’s stated allocation preference is toward equities, using exchange-traded securities and separately managed account structures as the backbone of client portfolios. Its fee arrangements include asset-based fees, fixed fees and the potential for performance-based fees, indicating flexibility to accommodate both traditional advisory and incentive-aligned mandates. Advisory services cover direct portfolio management for individuals and small businesses, management of pooled vehicles and institutional or business accounts. The firm is not positioned as an active ESG investor and does not operate as a multi-state advisory network, suggesting a focused, regional practice model rather than a broad national platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices