Ohana Advisors
Ohana Advisors is a multi-family office headquartered in San Rafael. Founded in 1993, it provides investment advisory, estate planning, and administrative services to ultra-high-net-worth families whose wealth stems from diversified entrepreneurial success.
Ohana Advisors
Ohana Advisors is a multi-family office headquartered in San Rafael. Founded in 1993, it provides investment advisory, estate planning, and administrative services to ultra-high-net-worth families whose wealth stems from diversified entrepreneurial success. The firm blends institutional investment rigor with bespoke family-office support, coordinating portfolio management, tax planning, philanthropy, and day-to-day financial administration for a concentrated client base.
General information
Firm type
Multi Family Office
Year founded
1993
AUM
—
Location
Region
North America
Country
—
City
San Rafael
Corporate office
101 Lucas Valley Road Suite 202
Frequently asked questions
What is Ohana Advisors?
Ohana Advisors is a multi family office headquartered in San Rafael.
When was Ohana Advisors founded?
Ohana Advisors was founded in 1993.
Where is Ohana Advisors headquartered?
Ohana Advisors is headquartered in San Rafael, in the North America region.
What does Altss track for Ohana Advisors?
Altss maintains an OSINT-verified profile of Ohana Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Ohana Advisors's website?
Ohana Advisors's public website is ohanaadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Ohana Advisors?
Ohana Advisors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Ohana Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Ohana Advisors?
Ohana Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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