Kukui Tree Capital Management LLC
CRD 330374SEC# 801-136833Palo Alto, CA
No longer SEC-registered. Kukui Tree Capital Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$105.2M
Employees
2
Accounts
100
Location
Palo Alto, CA
Kukui Tree Capital Management LLC assets under management
Kukui Tree Capital Management LLC operates as an SEC-registered investment adviser based in Palo Alto, CA. It reports $105.2 million in regulatory assets under management and employs 2 people.
Kukui Tree Capital Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Warren Gerald Jackson Control | President, Founder And Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Kukui Tree Capital Management LLC manage?
Kukui Tree Capital Management LLC reports $105.2 million in regulatory assets under management on its Form ADV.
How many employees does Kukui Tree Capital Management LLC have?
Kukui Tree Capital Management LLC reports 2 employees.
Where is Kukui Tree Capital Management LLC located?
Kukui Tree Capital Management LLC is based in Palo Alto, CA.
Does Kukui Tree Capital Management LLC disclose fund performance?
Kukui Tree Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2625 Middlefield Rd, Suite 476, Palo Alto, CA 94306 |
| Office hours | By Appointment |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$105.2Mregulatory AUM
Discretionary $89.2MNon-discretionary $16M