Hoku Partners LLC

Overview

Hoku Partners LLC is a small, fee-based investment advisor that focuses on portfolio management and financial planning for individuals and small businesses. The firm operates as a capital allocator and provides selection-of-other-advisers services, indicating it both builds in-house portfolios and sources third-party managers when appropriate. Its stated business model uses a mix of percentage-of-AUM fees and hourly charges, and its practice is organized to deliver discretionary portfolio management across client accounts. Investment activity centers on equity exposure delivered primarily through exchange-traded securities and ETFs, complemented by allocations to alternative strategies such as private placements and real estate vehicles. Hoku Partners is not identified as an active ESG investor and does not present itself as a multi-state adviser or pension consultant; the firm is structured as an individual-owned LLC serving a concentrated book of accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices