Kukui Tree Capital Management LLC
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 330374
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.51%
- Individuals0.49%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Kukui Tree Capital Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning, discretionary portfolio management for individuals and small businesses, and selection-of-advisers services. Kukui Tree identifies itself as a capital allocator and does not list ESG investing as an active emphasis.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities44%
- Non-Exchange Traded Equities22%
- Private Funds19%
- Investment Grade Corp Bonds5%
- State & Local Bonds3%
Contacts
1 of 1
Warren Jackson
President & Senior AdvisorCRD 5282788
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palo Alto, CA
Santa Clara
Location
Palo Alto, CA
Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 2625 Middlefield Rd
- Time zone
- PT (UTC-8)
- Office locations
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