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Kukui Tree Capital Management, LLC

EST. AUM
$105,200,000

CONTACTS

CLIENT ACCOUNTS
100

Firm Details

Metro area San Jose
CRD Number 330374
Website kukuitreecapital.com
Client types

Overview

Kukui Tree Capital Management, LLC is an independent, fee-only registered investment adviser providing fiduciary wealth management to high-net-worth individuals, families, corporate executives, trusts, and estates. The firm combines customized portfolio management with financial, retirement, tax, and estate-planning guidance to help clients preserve and grow wealth. Its investment approach emphasizes globally diversified, evidence-based public-market exposure, carefully selected private opportunities, prudent risk management, and tax-efficient long-term investing.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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