Hoku Partners LLC

RIASEC Registered
Total AUM
$30.7M
Discretionary
$30.7M
100% of AUM
Avg account
$1.5M
Accounts
21
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
337936
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

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

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, Private Funds 12%88%
  • Exchange Traded Equities88%
  • Private Funds12%

Contacts

1 of 1
  • Spencer Schomer

    Spencer Schomer

    CCO, Managing MemberCRD 5403816

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth