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Kobo Wealth Conservancy
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Kobo Wealth Conservancy Share
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Overview Share
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Honolulu, Hawaii
$114.0 million AUM
1 office

Kobo Wealth Conservancy is based in Honolulu, Hawaii and has $114.0 million in assets under management.

Location
841 Bishop Street Suite 1620
Honolulu, HI 96813
$114.0 million
AUM
2
Employees
AUM Share
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$114,017,227
Assets under management
175 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 21 $12,497,248 11% $595,107
High net worth individuals 20 $75,205,403 66% $3,760,270
Pooled investment vehicles 19 $26,314,576 23% $1,384,978
Employees Share
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2
Employees
2
Investment analysts
100% of total employees
AUM per employee Share
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$114,017,227
Assets under management
$57,008,614
AUM per employee
$57,008,614
AUM per investment analyst
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Compensation

Kobo Wealth Conservancy makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Kobo Wealth Conservancy provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 143,654
SEC number 801-70128
Legal structure Limited Liability Company
Legal governance Hawaii, United States
Latest ADV filing date April 14, 2020

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