MOLOKAI INVESTMENT MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Wake Forest, North Carolina
CRD number
339376
Registered since
November 4, 2025

Firm profile

FINTRX

Overview

Molokai Investment Management, LLC is organized as a limited liability company and was registered with the SEC in 2025. Public filings identify the firm as an "Other Investment Adviser" with an individual owner and an unclassified business profile. The record indicates the firm is not positioned as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser according to its filing flags. The most notable activity reported is advisory responsibility for a private hedge fund vehicle. Outside of that private fund, the adviser does not report retail client accounts or traditional advisory relationships in regulatory disclosures. That combination — a single private-fund advisory role, limited public reporting, and a compact corporate profile — points to a firm primarily oriented toward managing or advising private pooled capital rather than running a broad-based registered advisory practice to individual investors.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Matthew Sweeney

    Investment AdviserCRD 8042461

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Wake Forest, NC

WAKE

Location

Wake Forest, NC

Headquartered in Wake Forest, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
WAKE
Address
1009 New Creek Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth