Kohala Capital Partners, LLC
Kohala Capital Partners, LLC (CRD# 158098) is a financial advisory firm headquartered in Portland, OR. They manage $35,000,000 in 19 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Kohala Capital Partners, LLC
By the Numbers
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Total Assets Under Management35MILLION
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Total Number of Accounts19ACCOUNTS
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Average Account Value$1,842,105
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
HI, OR
Financial Advisors at Kohala Capital Partners, LLC
No Advisor Found.
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