OHANA ADVISORS
OHANA ADVISORS is a Series C+ and debt fund in the US and Mexico investing in Climate, life-sciences, real-estate, sports, equity and credit.
- Stages
- Series C+, debt
- Sectors
- Climate, life-sciences, real-estate, sports, equity, credit
- Invests in
- US-wide, Mexico
- Actively investing
- Yes
- Founded
- 1993
- Assets under management
- $2.78B
- Website
- ohanaadvisors.com
Check size not disclosed
Thesis
Ohana Advisors is a multi-family office established in 1993, based in San Rafael, California, specializing in comprehensive financial services for ultra-high-net-worth families. Their investment strategy focuses on constructing diversified multi-asset class portfolios for risk management and long-term asset growth, utilizing institutional-quality due diligence and a mix of external managers and direct investments. The firm also provides wealth management, financial planning, tax and estate planning, family office services, and philanthropic advisory. Ohana Advisors Management LLC, a US-based Private Equity Firm, focuses on diversified industries and regions, allocating strategic capital to Life Sciences, Energy, Real Estate, and Sports. With reported AUM of approximately $2.13 billion to $2.78 billion, they serve a select group of clients, emphasizing personalized strategies and long-term relationships, reflecting their 'Ohana' philosophy.
Common questions
Does OHANA ADVISORS invest at the Series C+ stage?
Yes. OHANA ADVISORS lists Series C+ and debt among the stages it invests in.
Where does OHANA ADVISORS invest?
OHANA ADVISORS invests in the US and Mexico.