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Ohana Advisors
Dennis Covington established Ohana Advisors in 1993 after prior work as a financial analyst at Ford Motor Company. The firm provides investment advisory,...
Ohana Advisors
Dennis Covington established Ohana Advisors in 1993 after prior work as a financial analyst at Ford Motor Company. The firm provides investment advisory, estate planning, and day-to-day administration to a concentrated group of ultra-high-net-worth families. Wealth origin is attributed to diversified entrepreneurial success rather than a single operating company. Ohana maintains allocations across public equities, private equity, venture capital, private credit, hedge funds, and real estate. Investment stages span seed through buyout and public markets. Confirmed holdings include positions in cryptocurrency and commodities alongside a core real-estate portfolio and healthcare real-estate assets in North America. The firm also holds mixed-use and commercial properties such as Claremont Resort & Club in Berkeley, Montage Los Cabos, Montage Deer Valley, Waldorf Astoria Monarch Beach, Hotel Commonwealth in Boston, and The Tillary Hotel in Brooklyn. Geographic exposure centers on North America with additional resort assets in Mexico. The firm lists 2621 million dollars under management. It maintains a client aircraft portfolio and operates Ohana Investment Advisors as an adjacent vehicle in San Rafael. Dave Schrader serves on the University of San Francisco Board of Trustees and chairs its investment committee. No additional offices are disclosed. Philanthropic relationships include the Aquarium of the Bay, Marin Agricultural Land Trust, and Marin Community Foundation partner funds. Ohana structures its client relationships through a combination of direct advisory mandates and trust-administration services. This hybrid model separates investment execution from family-specific governance and compliance functions, with Edward John Schneider IV serving as Chief Compliance Officer alongside his operating role.
General information
Firm type
Multi Family Office
Year founded
1993
Location
Region
North America
Country
United States
City
San Rafael
Corporate office
San Rafael, CA, United States
Principals
Josh Richter
Managing Partner & CIO
John Schneider
Managing Partner & COO
Dave Schrader
Partner & Managing Director
Altss tracks 3 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Ohana Advisors?
Joshua Richter serves as Managing Partner and Chief Investment Officer. He previously held the role of Director of Public Equity at Stanford Management Company. Dennis Covington founded the firm and retains oversight as Founder.
How does Ohana Advisors source proprietary deal flow?
The firm relies on relationships developed through its principals' prior institutional and entrepreneurial networks. Dave Schrader leads client relations and maintains board ties at the University of San Francisco.
Is Ohana Advisors structured as a single family office or does it operate more like a venture firm?
Ohana Advisors functions as a multi-family office. It serves multiple ultra-high-net-worth families rather than a single family or a venture-focused mandate.
Does Ohana Advisors participate in fund commitments or only direct deals?
The firm uses both fund-of-funds commitments and direct co-investments through SPVs. It also allocates to hedge funds and private credit vehicles.
What investment stages does Ohana Advisors typically target?
Ohana covers seed, early stage, late stage, venture capital, buyout, and public equities. It maintains exposure across distressed debt and expansion strategies as well.
Where does the underlying wealth come from?
Wealth originates from diversified entrepreneurial success of the client families. No single operating company or industry is identified as the sole source.
Does Ohana Advisors maintain philanthropic structures, and how are they separated?
The firm coordinates philanthropic giving for clients through relationships with the Aquarium of the Bay, Marin Agricultural Land Trust, and Marin Community Foundation partner funds. These activities sit alongside but separate from investment mandates.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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