Private Market View

OHANA ADVISORS

PE / buyout · SAN RAFAEL, CA

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • OHANA ADVISORS is a private equity firm based in SAN RAFAEL, CA.

Registered with the SEC

Form ADV · 2026-02 · CRD 158515
Regulatory AUM
Private fund assets
$3.6M
Private funds
1 · 1 private equity
Staff
13
Registered office
SAN RAFAEL, CA
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as OHANA ADVISORS MANAGEMENT, LLC).

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Portfolio

Portfolio — not yet on record

No portfolio companies for OHANA ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.

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