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
- HNWI98.04%
- Individuals1.96%
- 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 individuals and families on a fee-for-assets-under-management basis. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selection-of-other-advisers services, and describes itself as a capital allocator that uses external managers. It does not identify as an active ESG investor and is not designated as a multi-state adviser.
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 Equities53%
- Private Funds20%
- Public Funds/Mutual Funds10%
- Investment Grade Corp Bonds7%
- Non-Investment Grade Corp Bonds7%
Contacts
1 of 1WARREN 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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