ILUKA ADVISORS

Overview

Iluka Advisors is a small, privately owned RIA that focuses on portfolio management for individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and runs client relationships on a discretionary basis. Investment activity centers on pooled public funds and mutual funds as the primary building blocks, with an expressed willingness to incorporate third‑party alternative managers when appropriate. Iluka Advisors describes itself as an active ESG investor, indicating environmental, social and governance factors play a role in manager selection and portfolio construction.

Assets & Accounts

Investments & Alternatives

Location & Offices