KALEHUA CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 325290
- Registered since
- February 13, 2023
Firm profile
FINTRXOverview
Kalehua Capital Management LLC is a limited liability company that registered with the SEC in 2023 and is owned by an individual. The firm is classified as unclassified in available datasets and does not present itself as a capital allocator, pension consultant, or multi-state adviser. Public filings indicate it is not positioning as an ESG-focused manager. Details on fee schedules, client segments, and day-to-day advisory activities were not disclosed in the source material.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Katie Chang
Chief Compliance OfficerCRD 8058243
Contacts
1 of 1TAI-LI CHANG
Managing PartnerCRD 4563706
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$25.4M in ETFs
0%
$0
100%
$25.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX) | Alpha Architect | Active | Ultrashort Bond | $25.4M | 218,278 | 100.00% |
Location
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 3819 Maple Ave
- Time zone
- CT (UTC-6)
- Office locations
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