Ohana Advisors

EST. AUM
$2,778,546,190

CONTACTS
5

CLIENT ACCOUNTS
22

Firm Details

Metro area San Francisco
CRD Number 158515
Website ohanaadvisors.com
Client types

Overview

Ohana Advisors is a $1.7B Multi-Family Office based outside of San Francisco. They are heavy users of alternatives as their client base normally has a net worth of more than $30-$50m. Josh Richter is the CIO and oversees the entire research and investment process. Jason Rydalch was hired in 2019 and is an analyst.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Ohana Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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