Molokai Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Molokai Advisors primarily provides investment management and consulting to pooled investment vehicles and institutional clients, while also making advisory services available to individuals. Its stated client work includes manager selection and due diligence, discretionary and non‑discretionary consulting, tactical asset allocation, commodities investing through managed pools, tax‑efficient allocation, performance reporting, and extension of benefits administration for employer plans.
The firm describes a mixed qualitative and quantitative investment process that emphasizes manager research, portfolio monitoring, and tailored asset allocation aligned with each client’s objectives and risk tolerance. Molokai regularly coordinates with affiliated and third‑party managers — including a related Australian‑registered asset manager — and may place client assets in affiliated pooled strategies while retaining oversight of execution, reporting, and compliance.
Uncommonly for an investment manager focused on pooled and institutional mandates, Molokai’s disclosures show it receives brokerage commissions and operates a subscription platform and periodical/newsletter activity, and it offers educational seminars and workshops. The firm’s placement inside a privately held Molokai Group, its explicit use of affiliated pooled vehicles, and its stated willingness to serve an unusually broad set of institutional client types (including sovereign wealth funds, banks and thrift institutions, insurance companies, government and pension clients, charitable organizations, and other advisers) are notable relative to many peers.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Private / alternative investments
Cross-border / expatriate tax planning
Tax-loss harvesting
Occupation focus
Founder/Business Owner
Executive
Fee options
Commissions reported in SEC Form ADV Part 1 but specific amounts not clearly stated in brochure
Hourly fees offered, no specific rates stated
Subscription fees reported in SEC Form ADV Part 1 but not detailed in brochure
Account minimum: $10,000 Minimum fee: Initial onboarding fee ranging from $10,000 to $25,000 Fee-only: Fixed, time-based fees also offered; hourly fees mentioned but no specific rates
Main office location
Molokai Advisors
140 Broad Street Suite 200, Office 231
Red Bank NJ 07701, United States
Number of offices
1
Most active in
Molokai Advisors has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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