Ohana Advisors Management, LLC, a California limited liability company doing business as Ohana Advisors (“Ohana” or “the firm”), is a boutique firm providing comprehensive family office and financial services to ultra-high net worth clientele. The multi-family office services are individually tailored to emphasize personal service, and it functions as each client’s private family office.

Ohana currently is registered with the SEC as an investment adviser. The states it conducts business in are reflected in Part 1 of Form ADV, a copy of which can be found on www.adviserinfo.sec.gov.