A complete list of active advisors currently associated with Aumakua Capital Management LLC

Warmer can help you find a great advisor at Aumakua Capital Management LLC or one who fits your needs even better.

The firm provides investment advisory services to individual and institutional clients, including high‑net‑worth and other individual investors, and it also manages pooled investment vehicles and investment‑company type clients. As disclosed in its brochure, the firm reported roughly $7.36 million in assets under management as of year‑end, with about $1.23 million managed on a discretionary basis and approximately $6.13 million on a non‑discretionary basis. Its investment process centers on publicly traded equities and related derivatives across domestic and foreign markets, and the firm may use short sales, margin and hedging techniques as appropriate. The firm selects all fund investments on behalf of pooled vehicles, provides quarterly and annual performance reporting to clients, and uses performance‑based fee arrangements for some discretionary accounts subject to high‑water mark treatment. Distinctive features relative to peers include the firm’s management of pooled funds and investment‑company clients and the proportionally large non‑discretionary book of business, as well as relationships involving non‑U.S. entities (including an affiliation with a Hong Kong–based manager). The firm is small by scale, with two investment professionals and a limited number of clients, and senior personnel also maintain academic and nonprofit roles that the firm’s policies identify and address as potential sources of conflict or time allocation considerations.

To learn more about the advisors currently working at Aumakua Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.