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Ohana Advisors, LLC

Multifamily office listing in San Rafael, California, United States.

  • SEC-registered
Regulatory AUM
$2.8 billion
Employees
13
Clients
11-25
SEC CRD
158515

Independent multi-family office serving ultra-high-net-worth families with investment management, planning, and family-office support.

Overview

Ohana Advisors is a boutique, independent multi-family office serving ultra-high-net-worth families. The firm provides individually tailored family-office and financial services designed around each client family’s circumstances and priorities.17

History

Ohana Advisors reports more than 25 years advising families on investment, business, financial planning, and personal decisions.2

The firm is listed by the U.S. Securities and Exchange Commission as an approved investment adviser under CRD 158515 and SEC file 801-75431, effective April 18, 2012.8

Leadership

Josh Richter is Managing Partner and Chief Investment Officer. He chairs the Investment Committee.9

John Schneider is Managing Partner and works with Josh Richter across strategy, client service, business development, operations, and compliance.10

Hayley Gilbert is Partner and Managing Director. She works with clients on estate and tax planning, portfolio construction, charitable giving, and family-office matters.11

Lisa Moreci is Managing Director of Operations & Taxation. She oversees client operations, taxation, financial reporting, and human resources.12

Services

Ohana constructs diversified portfolios across multiple asset classes, using outside managers and direct investments.3

The firm coordinates tax and estate planning with attorneys, accountants, and other specialists.4

Its family-office support includes bill payment, aircraft accounting, asset tracking, investment reporting, insurance guidance, and financing advice.5

Ohana also supports philanthropy through donor-advised funds, foundations, grant coordination, and charitable cash-flow planning.6

What the firm offers

  • Investment management
  • Tax planning
  • Estate planning
  • Philanthropy
  • Administration and bill pay
  • Risk and insurance
  • Private and alternative investments

Client Focus

Ohana serves ultra-high-net-worth families seeking personalized investment, financial planning, and family-office services.17

Approach

The firm describes its work as individually tailored, combining investment management with coordinated planning and practical support across family financial affairs.347

By the numbers

Regulatory AUM by year$0K$764M$1.5B$2.3B$3.1B2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 158515. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$725 million$4 million$721 million
2017$683 million$5 million$678 million
2018$789 million$65 million$725 million
2019$863 million$306 million$557 million
2020$952 million$695 million$257 million
2021$1.3 billion$946 million$328 million
2022$1.7 billion$1.3 billion$492 million
2023$1.6 billion$1.2 billion$453 million
2025$2.6 billion$1.7 billion$959 million
2026$2.8 billion$1.7 billion$1.1 billion
Average AUM per client by year$0K$36M$72M$108M$144M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 158515. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$72 million
2019$72 million
2020$79 million
2021$98 million
2022$116 million
2023$109 million
2025$131 million
2026$126 million
Clients by type (2026)High net worth individuals21Pooled investment vehicles1
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 158515. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
High net worth individuals21
Pooled investment vehicles1
Employees by year04711142016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 158515. As of .
Employees reported on Form ADV
YearEmployees
201611
201710
201810
201910
202010
202111
202211
202310
202512
202613

Ranks #9 of 22 SEC-registered firms in CA on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 158515. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

What type of firm is Ohana Advisors?

Ohana Advisors is a boutique, independent multi-family office serving ultra-high-net-worth families.1

What services does Ohana Advisors provide?

Services include multi-asset-class portfolio construction, tax and estate planning coordination, family-office administration, insurance and financing guidance, and philanthropic planning.3456

Who leads Ohana Advisors?

Josh Richter serves as Managing Partner and CIO, while John Schneider is Managing Partner. Hayley Gilbert and Lisa Moreci are also members of the firm’s leadership team.9101112

  • LocationMultifamily offices in California

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  • Network siteEstatePlanner.com

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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