# Ohana Advisors

Ohana Advisors is a Multi Family Office based in San Rafael, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Rafael, United States
- **Region:** North America
- **Address:** San Rafael, CA, United States
- **Founded:** 1993
- **Assets under management:** 2621 (Altss estimate)
- **Website:** ohanaadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/ohana-advisors-llc/

## Regulatory record

- **CRD number:** 158515
- **SEC file number:** 801-75431
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-22T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158515

## About

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.

## Sectors

- FinTech
- Healthcare Services
- Digital Health
- HRTech
- ClimateTech
- AI/ML
- Biotech
- Enterprise Software

## People

- Josh Richter — Managing Partner & CIO
- John Schneider — Managing Partner & COO
- Dave Schrader — Partner & Managing Director

## 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.

### 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.

## Related profiles

- [Argos Capital Partners](https://altss.com/profile/argos-capital-partners-acap)
- [Anewa](https://altss.com/profile/anewa)

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Last updated: 2026-07-06T01:24:22.366Z

Canonical page: https://altss.com/profile/ohana-advisors

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