KULEANA CAPITAL MANAGEMENT LLC

Overview

Kuleana Capital Management LLC is an independent, owner-operated registered investment adviser that runs a boutique, equity-focused advisory practice. The firm concentrates on discretionary portfolio management for individuals, families and pooled vehicles and supplements financial planning with hourly advisory engagements. Its stated preference is equities, and the investment approach tilts toward exchange-traded instruments—both individual stocks and ETFs—delivered primarily through separately managed accounts and pooled structures. The firm is not positioned as an ESG investor and does not operate as a multi-state or pension consultant adviser. Fee arrangements are flexible: the firm charges a percentage of assets under management, can bill hourly, and also accepts performance-based fees for certain clients or pooled vehicles. That mix suggests they run active strategies where alpha generation and custom mandates matter, in addition to standard asset-based relationships.

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Public Holdings

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Location & Offices