Investment adviser · CRD 158098
KOHALA CAPITAL PARTNERS, LLC
Investment adviser filing (IA)
PORTLAND, OR, United States · Form ADV filed May 23, 2012
- Regulatory AUM
- $47M Form ADV · Item 5.F
- Client accounts
- 19 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 23, 2012. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
1211 SW 5TH AVE, SUITE 2185PORTLAND, OR, 97204, United States
CRD 158098
Filing source
Form ADV 647587 · May 23, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.