Verified 10 Nov 2026
Ohana Advisors
Ohana Advisors is an independent multi-family office in San Rafael, California, with a second office in San Francisco, that has worked with ultra-high-net-worth families for over 25 years. It builds multi-asset portfolios using outside managers and direct investments, and also handles tax and estate planning, philanthropy and administration such as bill payment and aircraft accounting. Its Form ADV filed on 22 May 2026 reported $2.8 billion in regulatory assets for 21 high-net-worth clients.
- Type
- Multi-family office
- Location
- San Rafael, California, United States
- Sectors
- Public equities, Private funds, Private equity
- Fund size / AUM
- $2.8B regulatory AUM (Form ADV, filed 2026-05-22)
- Latest fund or filing
- 22 May 2026
- Website
- www.ohanaadvisors.com
Contacts on file
For Ohana Advisors, the paid file holds: 5 named decision-makers with roles; LinkedIn page.
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Sources
- adviserinfo.sec.gov/firm/summary/158515
- reports.adviserinfo.sec.gov/reports/ADV/158515/PDF/158515.pdf
- www.ohanaadvisors.com/
- www.ohanaadvisors.com/
- www.ohanaadvisors.com/contact
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 10 lists
Family offices in the San Francisco Bay Area (20)Family offices in California (56)US family offices that invest in private funds (85)Family offices that invest in private funds (109)US family offices that invest in private equity (111)Family offices that invest in private equity (177)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)