Kobo Wealth Conservancy, LLC
CRD 143654SEC# 801-70128Honolulu, HI
No longer SEC-registered. Kobo Wealth Conservancy, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$155.4M
Employees
3
Accounts
292
Location
Honolulu, HI
Kobo Wealth Conservancy, LLC assets under management
Kobo Wealth Conservancy, LLC operates as an SEC-registered investment adviser based in Honolulu, HI. It reports $155.4 million in regulatory assets under management and employs 3 people.
Kobo Wealth Conservancy, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cristopher Jon Borden Control | Manager / Chief Compliance Officer | Under 5% | 2007 |
| Kobo, LLC Control | Owner | Over 75% | 2008 |
| Cristopher Jon Borden Control | Managing Member | 50-75% | 2008 |
Frequently asked questions
How much does Kobo Wealth Conservancy, LLC manage?
Kobo Wealth Conservancy, LLC reports $155.4 million in regulatory assets under management on its Form ADV.
How many employees does Kobo Wealth Conservancy, LLC have?
Kobo Wealth Conservancy, LLC reports 3 employees.
Where is Kobo Wealth Conservancy, LLC located?
Kobo Wealth Conservancy, LLC is based in Honolulu, HI.
Does Kobo Wealth Conservancy, LLC disclose fund performance?
Kobo Wealth Conservancy, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1003 Bishop Street Suite 1820, Honolulu, HI 96813 |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$155.4MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$155.4Mregulatory AUM
Discretionary $121.2MNon-discretionary $34.2M