Kukui Tree Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$82,809,000
Clients
19
100% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
19
TypicalAverage account size
$4,358,368
About
Kukui Tree Capital Management provides discretionary investment management and comprehensive wealth management services to individuals, high net worth individuals, trusts, and estates. The firm also offers financial planning and retirement-account advice and can access held-away or employer-sponsored retirement accounts via a third‑party participant platform (Pontera), and may implement portions of portfolios using unaffiliated independent managers.
The firm’s investment process emphasizes fundamental analysis and a primarily long‑term orientation while allowing shorter‑term trades for rebalancing or client needs; portfolios may include individual equities, ETFs, mutual funds, bonds, options, REITs and alternative investments. Kukui Tree serves as a fiduciary, conducts initial and ongoing due diligence and oversight of independent managers, and provides clients with regular monitoring and periodic reports on holdings, allocations and performance.
Compared with many single‑advisor independent firms, the brochure notes Kukui Tree supplies fee and performance reporting and that the firm advertises both historical performance results and hypothetical performance in its materials. The firm manages approximately $82.8 million across a small number of client relationships, producing a relatively concentrated client base and a hands‑on service model.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Concentrated stock management
Private / alternative investments
Real estate investing
Fee options
$0 - $2,000,000: 0.90% $2,000,000.01 - $5,000,000: 0.80% $5,000,000.01 - $10,000,000: 0.70% $10,000,000.01 - $20,000,000: 0.50% $20,000,000.01 - $30,000,000: 0.40% $30,000,000.01+: 0.30%
Fee-only: Investment advisory fees based on tiered AUM schedule, no commissions or other compensation.
Main office location
Kukui Tree Capital Management LLC
2625 Middlefield Rd, Suite 476
Palo Alto CA 94306, United States
Number of offices
1
Most active in
Kukui Tree Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
California
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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
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