Ohana Advisors Management, LLC
● SEC registered since 2012CRD 158515SEC# 801-75431San Rafael, CA
Ranks #1,830 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.78B
Fund GAV
$3.6M
Private funds
1
Employees
13
Accounts
22
Location
San Rafael, CA
Ohana Advisors Management, LLC assets under management
Ohana Advisors Management, LLC is a registered investment adviser overseen by the SEC based in San Rafael, CA. The firm has been registered since 2012. It reports $2.8 billion in regulatory assets under management and employs 13 people. Ohana Advisors Management, LLC manages 1 private fund with combined gross assets of $3.6 million, including Ohana Advisors Investments LLC. By regulatory assets, it ranks 1,830 of 6,004 private fund managers.
Ohana Advisors Management, LLC private funds
1 funds · $3.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ohana Advisors Investments LLC | Private Equity | $3.6M | — |
Ohana Advisors Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christina Gabbriell De Marchi | Managing Director | 5-10% | 2026 |
| David Schrader | Managing Director | 10-25% | 2012 |
| Edward John Schneider IV Control | Managing Partner And Chief Compliance Officer | 25-50% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Ohana Advisors Management, LLC manage?
Ohana Advisors Management, LLC reports $2.8 billion in regulatory assets under management on its Form ADV.
How many private funds does Ohana Advisors Management, LLC manage?
Ohana Advisors Management, LLC manages 1 private funds with combined gross assets of $3.6 million.
How many employees does Ohana Advisors Management, LLC have?
Ohana Advisors Management, LLC reports 13 employees.
Where is Ohana Advisors Management, LLC located?
Ohana Advisors Management, LLC is based in San Rafael, CA and has been SEC-registered since 2012.
Does Ohana Advisors Management, LLC disclose fund performance?
Ohana Advisors Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 Lucas Valley, Suite 202, San Rafael, CA 94903 |
| Phone | 415-226-4100 |
| Fax | 415-479-4481 |
| Office hours | 8:00 A.M - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.78B▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
AUM vs fund managersTop 30%
Larger than 70% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$2.78Bregulatory AUM
Discretionary $1.71BNon-discretionary $1.07B
Service providers
Auditor
Prime broker